Jackson Hill Advisors as of Sept. 30, 2025
Portfolio Holdings for Jackson Hill Advisors
Jackson Hill Advisors holds 14 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 14.1 | $30M | 435k | 68.58 | |
| Pulte (PHM) | 11.2 | $24M | 180k | 132.13 | |
| Alphabet Cap Stk Cl C (GOOG) | 10.1 | $21M | 88k | 243.55 | |
| Amazon (AMZN) | 9.9 | $21M | 95k | 219.57 | |
| Kkr & Co (KKR) | 8.6 | $18M | 140k | 129.95 | |
| Mastercard Incorporated Cl A (MA) | 8.0 | $17M | 30k | 568.81 | |
| S&p Global (SPGI) | 7.5 | $16M | 33k | 486.71 | |
| Hilton Worldwide Holdings (HLT) | 5.4 | $11M | 44k | 259.44 | |
| AutoZone (AZO) | 5.3 | $11M | 2.6k | 4290.24 | |
| Copart (CPRT) | 5.1 | $11M | 239k | 44.97 | |
| Qxo Com New (QXO) | 4.7 | $9.9M | 522k | 19.06 | |
| Lowe's Companies (LOW) | 4.6 | $9.8M | 39k | 251.31 | |
| Brown & Brown (BRO) | 2.9 | $6.1M | 65k | 93.79 | |
| Msci (MSCI) | 2.6 | $5.5M | 9.8k | 567.41 |
