Investor
JACKSON HILL ADVISORS, LLC
CIK 0001911159 · filed 2026-05-08 · SEC filing
13F book
$193.4M
Positions
13
1 new · 0 sold
Largest name
11.6%
Brookfield Corp
Est. mark
−$20.3M
Price effect on 12 names still held. Flow −$1.87M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Brookfield Corp | — | 553K | $22.4M | 11.6% | −$3M | Cut−$7.22M |
| S&P Global Inc. | SPGI | 46.5K | $19.8M | 10.2% | −$3.79M | Added−$602.7K |
| Qxo Inc | — | 941K | $18.3M | 9.4% | $122.3K | Held |
| Mastercard Inc | MA | 36K | $18M | 9.3% | −$2.12M | Added$1M |
| Kkr & Co Inc | — | 185K | $17.1M | 8.8% | −$4.97M | Added−$989.7K |
| Pulte Group Inc | — | 127K | $14.9M | 7.7% | $42.9K | Added$572.1K |
| Booking Holdings Inc. | BKNG | 3.17K | $13.4M | 6.9% | — | New |
| Amazon Com Inc | AMZN | 64K | $13.3M | 6.9% | −$1.44M | Cut−$9.41M |
| Alphabet Inc | — | 45K | $12.9M | 6.7% | −$1.21M | Cut−$14.5M |
| Copart Inc | CPRT | 370K | $12.3M | 6.4% | −$2.02M | Added−$987.9K |
| Brown & Brown, Inc. | BRO | 186K | $12.1M | 6.3% | −$2.46M | Added−$1.42M |
| Hilton Worldwide Hldgs Inc | — | 35K | $10.6M | 5.5% | $589K | Cut−$1.92M |
| Autozone Inc | AZO | 2.45K | $8.28M | 4.3% | −$33.6K | Cut−$203.2K |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.