Jackson Hill Advisors
HOUSTON, TXfiles as JACKSON HILL ADVISORS, LLC
$197m in 13 US stocks at the end of 30 June 2026. The top 10 are 85.8% of the money. It changed about 16.9% of the portfolio this quarter.
Value
$197m
Stocks
13
Top 10 share
85.8%
Turnover
16.9%
What changed this quarter
New
Bought for the first time this quarter.
- TransDigm GroupTDG9.1% of the fund
Added
Bought more of a stock they already held.
- MastercardMA10.4% of the fund+11%
- S&P GlobalSPGI10.3% of the fund+8%
- Amazon.comAMZN9.1% of the fund+18%
- Booking HoldingsBKNG8.4% of the fund+17%
- Brown & BrownBRO8.0% of the fund+33%
- CopartCPRT5.5% of the fund+3%
- AutozoneAZO5.4% of the fund+36%
Cut
Sold some of their stake.
- BrookfieldBN9.1% of the fund-24%
- QXOQXO7.7% of the fund-6%
- KKRKKR7.5% of the fund-13%
- AlphabetGOOG6.1% of the fund-24%
- Hilton Worldwide HoldingsHLT3.4% of the fund-42%
Sold out
Sold their entire stake.
- PultegroupPHM-100%
Holdings
- BrookfieldBN
- Share
- 9.1%
- Value
- $18m
- Shares
- 420,000
-24%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| MastercardMA | 10.4% | $21m | 40,000 | +11% |
| S&P GlobalSPGI | 10.3% | $20m | 50,000 | +8% |
| Amazon.comAMZN | 9.1% | $18m | 75,500 | +18% |
| TransDigm GroupTDG | 9.1% | $18m | 13,500 | New |
| BrookfieldBN | 9.1% | $18m | 420,000 | -24% |
| Booking HoldingsBKNG | 8.4% | $16m | 92,500 | +17% |
| Brown & BrownBRO | 8.0% | $16m | 247,250 | +33% |
| QXOQXO | 7.7% | $15m | 884,000 | -6% |
| KKRKKR | 7.5% | $15m | 161,500 | -13% |
| AlphabetGOOG | 6.1% | $12m | 34,000 | -24% |
| CopartCPRT | 5.5% | $11m | 382,000 | +3% |
| AutozoneAZO | 5.4% | $11m | 3,325 | +36% |
| Hilton Worldwide HoldingsHLT | 3.4% | $7m | 20,350 | -42% |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is down 1.4% since 30 June 2025.
Where the money is
Financial services36.3%
Retail & consumer26.3%
Industrials22.3%
Real estate9.1%
Media & telecom6.1%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.