13F HOLDINGS REPORT
JACKSON HILL ADVISORS, LLC
Quarter ended Q4 2025 · Filed February 10, 2026 · Accession 0001420506-26-000261
Total Value
$215.6M
Positions
12
Other Managers
0
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BROOKFIELD CORP | 11271J107 | 645,000 | $29.6M | 13.73% |
| 2 | ALPHABET INC | GOOG | 87,250 | $27.4M | 12.70% |
| 3 | AMAZON COM INC | AMZN | 98,500 | $22.7M | 10.55% |
| 4 | S&P GLOBAL INC | SPGI | 39,000 | $20.4M | 9.45% |
| 5 | QXO INC | QXO-PB | 941,000 | $18.2M | 8.42% |
| 6 | KKR & CO INC | KKRT | 142,000 | $18.1M | 8.40% |
| 7 | MASTERCARD INCORPORATED | MA | 29,750 | $17.0M | 7.88% |
| 8 | PULTE GROUP INC | 745867101 | 122,500 | $14.4M | 6.66% |
| 9 | BROWN & BROWN INC | BRO | 170,000 | $13.5M | 6.29% |
| 10 | COPART INC | CPRT | 339,000 | $13.3M | 6.16% |
| 11 | HILTON WORLDWIDE HLDGS INC | HLT | 43,750 | $12.6M | 5.83% |
| 12 | AUTOZONE INC | AZO | 2,500 | $8.5M | 3.93% |