Jackson Hill Advisors as of Sept. 30, 2024
Portfolio Holdings for Jackson Hill Advisors
Jackson Hill Advisors holds 13 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 13.5 | $27M | 501k | 53.15 | |
| Kkr & Co (KKR) | 10.6 | $21M | 160k | 130.58 | |
| Amazon (AMZN) | 10.6 | $21M | 112k | 186.33 | |
| Lowe's Companies (LOW) | 8.3 | $16M | 61k | 270.85 | |
| Mastercard Incorporated Cl A (MA) | 8.2 | $16M | 33k | 493.80 | |
| AutoZone (AZO) | 7.9 | $15M | 4.9k | 3150.04 | |
| S&p Global (SPGI) | 7.7 | $15M | 29k | 516.62 | |
| Pulte (PHM) | 7.3 | $14M | 101k | 143.53 | |
| Toll Brothers (TOL) | 6.8 | $13M | 87k | 154.49 | |
| Copart (CPRT) | 5.5 | $11M | 206k | 52.40 | |
| D.R. Horton (DHI) | 5.0 | $9.9M | 52k | 190.77 | |
| Microsoft Corporation (MSFT) | 4.9 | $9.7M | 23k | 430.30 | |
| Alphabet Cap Stk Cl C (GOOG) | 3.6 | $7.0M | 42k | 167.19 |
