Jackson Hill Advisors, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 4, 2026), Jackson Hill Advisors, LLC reported 13 stock positions worth $197.4 million. Its top holding was Mastercard Class A (MA) at 10.4% of the portfolio, followed by S&P Global (SPGI, 10.3%) and Amazon.com (AMZN, 9.1%). Compared with Q1 2026, it opened 1 new position, sold out of 1, added to 7 and reduced 5. The biggest buy was a new position in Transdigm (TDG) and the biggest sale an exit from Pultegroup (PHM).
- Most Recent 13F
- Q2 2026
- Location
- HOUSTON, TX
- CIK
- 0001911159
- Portfolio Value
- $197.4M (Q2 2026)
- SEC Filing
- 0001420506-26-001399 ↗ filed Aug 4, 2026
Holdings Value
Holdings 13 stocks · $197.4M
| MA Mastercard Inc. Class A | 10.41% | 40,000 | $20.5M | Add +11.1% |
| SPGI S&P Global Inc. | 10.32% | 50,000 | $20.4M | Add +7.5% |
| AMZN Amazon.com Inc. | 9.12% | 75,500 | $18.0M | Add +18.0% |
| TDG Transdigm Group Inc. | 9.11% | 13,500 | $18.0M | New |
| BN Brookfield Corp. | 9.06% | 420,000 | $17.9M | Reduce -24.1% |
| BKNG Booking Holdings Inc. | 8.35% | 92,500 | $16.5M | Add +16.5% |
| BRO Brown & Brown Inc. | 8.04% | 247,250 | $15.9M | Add +32.9% |
| QXO Qxo Inc. | 7.74% | 884,000 | $15.3M | Reduce -6.1% |
| KKR KKR & Co. Inc. | 7.51% | 161,500 | $14.8M | Reduce -12.7% |
| GOOG Alphabet Inc. Class C | 6.09% | 34,000 | $12.0M | Reduce -24.4% |
| CPRT Copart Inc. | 5.46% | 382,000 | $10.8M | Add +3.2% |
| AZO AutoZone Inc. | 5.38% | 3,325 | $10.6M | Add +35.7% |
| HLT Hilton Worldwide Holdings Inc. | 3.41% | 20,350 | $6.7M | Reduce -41.9% |
Portfolio Sells Q1 2026 → Q2 2026
Portfolio Buys Q1 2026 → Q2 2026
| TDG Transdigm Group Inc. | New | 9.11% | +9.11 |
| AMZN Amazon.com Inc. | Add +18.0% | 9.12% | +2.23 |
| BRO Brown & Brown Inc. | Add +32.9% | 8.04% | +1.77 |
| BKNG Booking Holdings Inc. | Add +16.5% | 8.35% | +1.44 |
| MA Mastercard Inc. Class A | Add +11.1% | 10.41% | +1.11 |
| AZO AutoZone Inc. | Add +35.7% | 5.38% | +1.11 |
| SPGI S&P Global Inc. | Add +7.5% | 10.32% | +0.09 |
| CPRT Copart Inc. | Add +3.2% | 5.46% | −0.89 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 13 | $197.4M | MA, SPGI, AMZN, TDG, BN |
| Q1 2026 | 13 | $193.4M | BN, SPGI, QXO, MA, KKR |
| Q4 2025 | 12 | $215.6M | BN, GOOG, AMZN, SPGI, QXO |
| Q3 2025 | 14 | $211.5M | BN, PHM, GOOG, AMZN, KKR |
| Q2 2025 | 12 | $200.2M | BN, AMZN, KKR, GOOG, SPGI |
| Q1 2025 | 12 | $182.7M | BN, AMZN, KKR, MA, SPGI |
| Q4 2024 | 11 | $198.1M | BN, AMZN, KKR, GOOG, PHM |
| Q3 2024 | 13 | $196.6M | BN, KKR, AMZN, LOW, MA |
| Q2 2024 | 13 | $182.3M | KKR, AMZN, BN, GOOG, AZO |
| Q1 2024 | 12 | $184.0M | KKR, AMZN, BN, LOW, MA |