JACKSON HILL ADVISORS, LLC
13 holdingsFiling period: 2026-03-31Current AUM: $201.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | BN | BROOKFIELD CORP | 553.0K | $22.4M | $23.5M | 11.65% | -92,000 | 2026-03-31 |
| 2 | SPGI | S&P GLOBAL INC | 46.5K | $19.8M | $19.2M | 9.49% | +7.5K | 2026-03-31 |
| 3 | QXO | QXO INC | 941.0K | $18.3M | $12.5M | 6.20% | -- | 2026-03-31 |
| 4 | MA | MASTERCARD INCORPORATED | 36.0K | $18.0M | $20.6M | 10.22% | +6.3K | 2026-03-31 |
| 5 | KKR | KKR & CO INC | 185.0K | $17.1M | $18.8M | 9.30% | +43.0K | 2026-03-31 |
| 6 | PHM | PULTE GROUP INC | 127.0K | $14.9M | $16.1M | 7.96% | +4.5K | 2026-03-31 |
| 7 | BKNG | BOOKING HOLDINGS INC | 3.2K | $13.4M | $15.3M | 7.58% | -- | 2026-03-31 |
| 8 | AMZN | AMAZON COM INC | 64.0K | $13.3M | $17.4M | 8.61% | -34,500 | 2026-03-31 |
| 9 | GOOG | ALPHABET INC | 45.0K | $12.9M | $16.0M | 7.95% | -42,250 | 2026-03-31 |
| 10 | CPRT | COPART INC | 370.0K | $12.3M | $10.8M | 5.34% | +31.0K | 2026-03-31 |
| 11 | BRO | BROWN & BROWN INC | 186.0K | $12.1M | $13.1M | 6.49% | +16.0K | 2026-03-31 |
| 12 | HLT | HILTON WORLDWIDE HLDGS INC | 35.0K | $10.6M | $11.2M | 5.56% | -8,750 | 2026-03-31 |
| 13 | AZO | AUTOZONE INC | 2.5K | $8.3M | $7.4M | 3.66% | -50 | 2026-03-31 |
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