Jackson Hill Advisors, LLC

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 11, 2025), Jackson Hill Advisors, LLC reported 11 stock positions worth $198.1 million. Its top holding was Brookfield (BN) at 15.4% of the portfolio, followed by Amazon.com (AMZN, 12.4%) and KKR (KKR, 11.5%). Compared with Q3 2024, it sold out of 2, added to 4 and reduced 3. The biggest buy was Alphabet Class C (GOOG, shares +136%) and the biggest sale an exit from D.R. Horton (DHI).

Most Recent 13F
Q2 2026
Location
HOUSTON, TX
CIK
0001911159
Portfolio Value
$198.1M (Q4 2024)
SEC Filing
0001420506-25-000283 ↗ filed Feb 11, 2025

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q1 2024: $184.0M Q1 2024 Q2 2024: $182.3M Q2 2024 Q3 2024: $196.6M Q3 2024 Q4 2024: $198.1M $198.1M Q4 2024 Q1 2025: $182.7M Q1 2025 Q2 2025: $200.2M Q2 2025 Q3 2025: $211.5M Q3 2025 Q4 2025: $215.6M Q4 2025 Q1 2026: $193.4M Q1 2026 Q2 2026: $197.4M Q2 2026

Holdings 11 stocks · $198.1M
BN Brookfield Corp. 15.37% 530,000 $30.4M Add +5.8%
AMZN Amazon.com Inc. 12.40% 112,000 $24.6M No change
KKR KKR & Co. Inc. 11.54% 154,500 $22.9M Reduce -3.4%
GOOG Alphabet Inc. Class C 9.52% 99,000 $18.9M Add +135.7%
PHM Pultegroup Inc. 8.80% 160,000 $17.4M Add +59.2%
MA Mastercard Inc. Class A 8.37% 31,500 $16.6M Reduce -3.1%
AZO AutoZone Inc. 7.92% 4,900 $15.7M No change
SPGI S&P Global Inc. 7.35% 29,250 $14.6M No change
LOW Lowe's Cos Inc. 6.73% 54,000 $13.3M Reduce -10.7%
TOL Toll Brothers Inc. 6.04% 95,000 $12.0M Add +9.8%
CPRT Copart Inc. 5.97% 206,000 $11.8M No change

Portfolio Sells Q3 2024 → Q4 2024
DHI D.R. Horton Inc. Sold out 0.00% −5.05
MSFT Microsoft Corp. Sold out 0.00% −4.93
LOW Lowe's Cos Inc. Reduce -10.7% 6.73% −1.61
MA Mastercard Inc. Class A Reduce -3.1% 8.37% +0.21
KKR KKR & Co. Inc. Reduce -3.4% 11.54% +0.91

Portfolio Buys Q3 2024 → Q4 2024
GOOG Alphabet Inc. Class C Add +135.7% 9.52% +5.94
BN Brookfield Corp. Add +5.8% 15.37% +1.82
PHM Pultegroup Inc. Add +59.2% 8.80% +1.46
TOL Toll Brothers Inc. Add +9.8% 6.04% −0.76

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 13$197.4MMA, SPGI, AMZN, TDG, BN
Q1 2026 13$193.4MBN, SPGI, QXO, MA, KKR
Q4 2025 12$215.6MBN, GOOG, AMZN, SPGI, QXO
Q3 2025 14$211.5MBN, PHM, GOOG, AMZN, KKR
Q2 2025 12$200.2MBN, AMZN, KKR, GOOG, SPGI
Q1 2025 12$182.7MBN, AMZN, KKR, MA, SPGI
Q4 2024 11$198.1MBN, AMZN, KKR, GOOG, PHM
Q3 2024 13$196.6MBN, KKR, AMZN, LOW, MA
Q2 2024 13$182.3MKKR, AMZN, BN, GOOG, AZO
Q1 2024 12$184.0MKKR, AMZN, BN, LOW, MA