Jackson Hill Advisors, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 12, 2024), Jackson Hill Advisors, LLC reported 13 stock positions worth $182.3 million. Its top holding was KKR (KKR) at 11.0% of the portfolio, followed by Amazon.com (AMZN, 10.7%) and Brookfield (BN, 10.5%). Compared with Q1 2024, it opened 1 new position, added to 2 and reduced 7. The biggest buy was a new position in Pultegroup (PHM) and the biggest sale D.R. Horton (DHI, shares −40%).
- Most Recent 13F
- Q2 2026
- Location
- HOUSTON, TX
- CIK
- 0001911159
- Portfolio Value
- $182.3M (Q2 2024)
- SEC Filing
- 0001420506-24-001353 ↗ filed Aug 12, 2024
Holdings Value
Holdings 13 stocks · $182.3M
| KKR KKR & Co. Inc. | 10.97% | 190,000 | $20.0M | Reduce -6.4% |
| AMZN Amazon.com Inc. | 10.68% | 100,750 | $19.5M | Reduce -5.8% |
| BN Brookfield Corp. | 10.48% | 460,000 | $19.1M | Add +4.5% |
| GOOG Alphabet Inc. Class C | 9.10% | 90,500 | $16.6M | Reduce -1.1% |
| AZO AutoZone Inc. | 8.21% | 5,050 | $15.0M | No change |
| MA Mastercard Inc. Class A | 8.04% | 33,250 | $14.7M | No change |
| LOW Lowe's Cos Inc. | 7.56% | 62,500 | $13.8M | Reduce -3.1% |
| SPGI S&P Global Inc. | 7.34% | 30,000 | $13.4M | No change |
| MSFT Microsoft Corp. | 6.86% | 28,000 | $12.5M | Reduce -1.8% |
| CPRT Copart Inc. | 6.27% | 211,000 | $11.4M | Reduce -6.4% |
| TOL Toll Brothers Inc. | 5.62% | 89,000 | $10.3M | Add +8.9% |
| PHM Pultegroup Inc. | 4.62% | 76,500 | $8.4M | New |
| DHI D.R. Horton Inc. | 4.25% | 55,000 | $7.8M | Reduce -40.2% |
Portfolio Sells Q1 2024 → Q2 2024
| DHI D.R. Horton Inc. | Reduce -40.2% | 4.25% | −3.98 |
| LOW Lowe's Cos Inc. | Reduce -3.1% | 7.56% | −1.37 |
| CPRT Copart Inc. | Reduce -6.4% | 6.27% | −0.83 |
| KKR KKR & Co. Inc. | Reduce -6.4% | 10.97% | −0.13 |
| AMZN Amazon.com Inc. | Reduce -5.8% | 10.68% | +0.19 |
| MSFT Microsoft Corp. | Reduce -1.8% | 6.86% | +0.35 |
| GOOG Alphabet Inc. Class C | Reduce -1.1% | 9.10% | +1.53 |
Portfolio Buys Q1 2024 → Q2 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 |