Jackson Hill Advisors as of Dec. 31, 2022
Portfolio Holdings for Jackson Hill Advisors
Jackson Hill Advisors holds 11 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Mastercard Incorporated Cl A Cl A (MA) | 12.0 | $14M | 40k | 347.73 | |
| Kkr & Co (KKR) | 11.2 | $13M | 278k | 46.42 | |
| Lowe's Companies (LOW) | 10.6 | $12M | 62k | 199.24 | |
| Brookfield Asset Mgmt Cl A Vt Sh Cl A Ltd Vt Sh | 10.5 | $12M | 385k | 31.46 | |
| Amazon (AMZN) | 9.1 | $11M | 126k | 84.00 | |
| Adobe Systems Incorporated (ADBE) | 8.7 | $10M | 30k | 336.54 | |
| S&p Global (SPGI) | 8.6 | $10M | 30k | 334.92 | |
| Alphabet Cap Stk Cl C Cap Stk Cl C (GOOG) | 8.1 | $9.4M | 106k | 88.73 | |
| Microsoft Corporation (MSFT) | 8.1 | $9.4M | 39k | 239.82 | |
| Copart (CPRT) | 6.8 | $7.8M | 129k | 60.89 | |
| Etsy (ETSY) | 6.4 | $7.4M | 62k | 119.77 |
