JACKSON HILL ADVISORS, LLC
Top Portfolio Positions
12 positions ·
$180,497,636 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| BN |
BROOKFIELD Corp /ON/
Financial Services
|
553,000 | $22,379,910 | 12.40% | |
| SPGI |
S&P Global Inc.
Financial Services
|
46,500 | $19,778,310 | 10.96% | |
| QXO |
QXO, Inc.
Industrials
|
941,000 | $18,274,220 | 10.12% | |
| MA |
Mastercard Inc
Financial Services
|
36,000 | $17,987,760 | 9.97% | |
| KKR |
KKR & Co. Inc.
Financial Services
|
185,000 | $17,112,500 | 9.48% | |
| PHM |
Pultegroup Inc/Mi/
Consumer Cyclical
|
127,000 | $14,936,470 | 8.28% | |
| BKNG |
Booking Holdings Inc.
Consumer Cyclical
|
3,175 | $13,367,765 | 7.41% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
64,000 | $13,329,280 | 7.38% | |
| CPRT |
Copart Inc
Industrials
|
370,000 | $12,284,000 | 6.81% | |
| BRO |
Brown & Brown, Inc.
Financial Services
|
186,000 | $12,129,060 | 6.72% |
Portfolio Trend
18 quarters · across all stocks
Holdings in QXO
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $18,274,220 | 941,000 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $18,151,890 | 941,000 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $9,949,320 | 522,000 | Shares | Sole | 2025-11-12 | |
| No 13F history on record for this holder in this stock. | ||||||