Jackson Hill Advisors, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 13, 2024), Jackson Hill Advisors, LLC reported 12 stock positions worth $184.0 million. Its top holding was KKR (KKR) at 11.1% of the portfolio, followed by Amazon.com (AMZN, 10.5%) and Brookfield (BN, 10.0%). Compared with Q4 2023, it opened 1 new position, sold out of 1, added to 3 and reduced 8. The biggest buy was a new position in Toll Brothers (TOL) and the biggest sale an exit from Adobe (ADBE).
- Most Recent 13F
- Q2 2026
- Location
- HOUSTON, TX
- CIK
- 0001911159
- Portfolio Value
- $184.0M (Q1 2024)
- SEC Filing
- 0001420506-24-000758 ↗ filed May 13, 2024
Holdings Value
Holdings 12 stocks · $184.0M
| KKR KKR & Co. Inc. | 11.10% | 203,000 | $20.4M | Reduce -14.9% |
| AMZN Amazon.com Inc. | 10.49% | 107,000 | $19.3M | Reduce -11.6% |
| BN Brookfield Corp. | 10.01% | 440,000 | $18.4M | Add +6.3% |
| LOW Lowe's Cos Inc. | 8.93% | 64,500 | $16.4M | Reduce -4.4% |
| MA Mastercard Inc. Class A | 8.70% | 33,250 | $16.0M | Reduce -10.1% |
| AZO AutoZone Inc. | 8.65% | 5,050 | $15.9M | Add +9.8% |
| DHI D.R. Horton Inc. | 8.23% | 92,000 | $15.1M | Add +148.7% |
| GOOG Alphabet Inc. Class C | 7.57% | 91,500 | $13.9M | Reduce -8.5% |
| CPRT Copart Inc. | 7.10% | 225,500 | $13.1M | Reduce -9.8% |
| SPGI S&P Global Inc. | 6.94% | 30,000 | $12.8M | Reduce -3.2% |
| MSFT Microsoft Corp. | 6.52% | 28,500 | $12.0M | Reduce -8.1% |
| TOL Toll Brothers Inc. | 5.75% | 81,750 | $10.6M | New |
Portfolio Sells Q4 2023 → Q1 2024
| ADBE Adobe Inc. | Sold out | 0.00% | −4.77 |
| SPGI S&P Global Inc. | Reduce -3.2% | 6.94% | −1.47 |
| GOOG Alphabet Inc. Class C | Reduce -8.5% | 7.57% | −1.10 |
| KKR KKR & Co. Inc. | Reduce -14.9% | 11.10% | −1.06 |
| MA Mastercard Inc. Class A | Reduce -10.1% | 8.70% | −1.01 |
| AMZN Amazon.com Inc. | Reduce -11.6% | 10.49% | −0.82 |
| MSFT Microsoft Corp. | Reduce -8.1% | 6.52% | −0.66 |
| CPRT Copart Inc. | Reduce -9.8% | 7.10% | −0.44 |
| LOW Lowe's Cos Inc. | Reduce -4.4% | 8.93% | −0.31 |
Portfolio Buys Q4 2023 → Q1 2024
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 |