JACKSON HILL ADVISORS, LLC
13 holdingsFiling period: 2026-06-30Current AUM: $190.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | MA | MASTERCARD INCORPORATED | 40.0K | $20.5M | $22.9M | 12.04% | +4.0K | 2026-06-30 |
| 2 | SPGI | S&P GLOBAL INC | 50.0K | $20.4M | $20.6M | 10.83% | +3.5K | 2026-06-30 |
| 3 | AMZN | AMAZON COM INC | 75.5K | $18.0M | $18.8M | 9.84% | +11.5K | 2026-06-30 |
| 4 | TDG | TRANSDIGM GROUP INC | 13.5K | $18.0M | $14.6M | 7.69% | -- | 2026-06-30 |
| 5 | BN | BROOKFIELD CORP | 420.0K | $17.9M | $15.6M | 8.18% | -133,000 | 2026-06-30 |
| 6 | BKNG | BOOKING HOLDINGS INC | 92.5K | $16.5M | $15.8M | 8.32% | +89.3K | 2026-06-30 |
| 7 | BRO | BROWN & BROWN INC | 247.3K | $15.9M | $16.6M | 8.72% | +61.3K | 2026-06-30 |
| 8 | QXO | QXO INC | 884.0K | $15.3M | $10.1M | 5.31% | -57,000 | 2026-06-30 |
| 9 | KKR | KKR & CO INC | 161.5K | $14.8M | $16.1M | 8.48% | -23,500 | 2026-06-30 |
| 10 | GOOG | ALPHABET INC | 34.0K | $12.0M | $11.6M | 6.09% | -11,000 | 2026-06-30 |
| 11 | CPRT | COPART INC | 382.0K | $10.8M | $11.9M | 6.22% | +12.0K | 2026-06-30 |
| 12 | AZO | AUTOZONE INC | 3.3K | $10.6M | $9.5M | 4.99% | +875 | 2026-06-30 |
| 13 | HLT | HILTON WORLDWIDE HLDGS INC | 20.4K | $6.7M | $6.3M | 3.29% | -14,650 | 2026-06-30 |
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