JACKSON HILL ADVISORS, LLC — 13F Holdings & Portfolio
CIK 1911159 · latest 13F-HR filed 2026-05-08
JACKSON HILL ADVISORS, LLC manages $193.4M in 13F-reported U.S. long-equity assets across 13 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are BN (11.57%), SPGI (10.23%), QXO (9.45%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 1 new position, exited 0, added to 1, and trimmed 7.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$193.4M
Long-equity book
13
Distinct positions
2026-03-31
Filed 2026-05-08
+1 / −0 / ↑1 / ↓7
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Trims
- ALPHABET INC-$14.5M -52.9%
- AMAZON COM INC-$9.4M -41.4%
- BROOKFIELD CORP-$7.2M -24.4%
- HILTON WORLDWIDE HLDGS INC-$1.9M -15.3%
- BROWN & BROWN INC-$1.4M -10.5%
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | BROOKFIELD CORP | BN | 11271J107 | $22.4M | 11.57% | 553,000 | SH |
| 2 | S&P GLOBAL INC | SPGI | 78409V104 | $19.8M | 10.23% | 46,500 | SH |
| 3 | QXO INC | QXO | 82846H405 | $18.3M | 9.45% | 941,000 | SH |
| 4 | MASTERCARD INCORPORATED | MA | 57636Q104 | $18.0M | 9.30% | 36,000 | SH |
| 5 | KKR & CO INC | KKR | 48251W104 | $17.1M | 8.85% | 185,000 | SH |
| 6 | PULTE GROUP INC | PHM | 745867101 | $14.9M | 7.72% | 127,000 | SH |
| 7 | BOOKING HOLDINGS INC | BKNG | 09857L108 | $13.4M | 6.91% | 3,175 | SH |
| 8 | AMAZON COM INC | AMZN | 023135106 | $13.3M | 6.89% | 64,000 | SH |
| 9 | ALPHABET INC | GOOG | 02079K107 | $12.9M | 6.67% | 45,000 | SH |
| 10 | COPART INC | CPRT | 217204106 | $12.3M | 6.35% | 370,000 | SH |
| 11 | BROWN & BROWN INC | BRO | 115236101 | $12.1M | 6.27% | 186,000 | SH |
| 12 | HILTON WORLDWIDE HLDGS INC | HLT | 43300A203 | $10.6M | 5.50% | 35,000 | SH |
| 13 | AUTOZONE INC | AZO | 053332102 | $8.3M | 4.28% | 2,450 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-08 | $193.4M | 13 | 0001420506-26-000877 |
| 2025-12-31 | 2026-02-10 | $215.6M | 12 | 0001420506-26-000261 |