Jackson Hill Advisors, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 13, 2025), Jackson Hill Advisors, LLC reported 12 stock positions worth $182.7 million. Its top holding was Brookfield (BN) at 15.3% of the portfolio, followed by Amazon.com (AMZN, 10.5%) and KKR (KKR, 9.8%). Compared with Q4 2024, it opened 1 new position, added to 5 and reduced 5. The biggest buy was S&P Global (SPGI, shares +13%) and the biggest sale Amazon.com (AMZN, shares −10%).
- Most Recent 13F
- Q2 2026
- Location
- HOUSTON, TX
- CIK
- 0001911159
- Portfolio Value
- $182.7M (Q1 2025)
- SEC Filing
- 0001420506-25-001002 ↗ filed May 13, 2025
Holdings Value
Holdings 12 stocks · $182.7M
| BN Brookfield Corp. | 15.29% | 533,000 | $27.9M | Add +0.6% |
| AMZN Amazon.com Inc. | 10.49% | 100,750 | $19.2M | Reduce -10.0% |
| KKR KKR & Co. Inc. | 9.84% | 155,500 | $18.0M | Add +0.7% |
| MA Mastercard Inc. Class A | 9.37% | 31,250 | $17.1M | Reduce -0.8% |
| SPGI S&P Global Inc. | 9.18% | 33,000 | $16.8M | Add +12.8% |
| GOOG Alphabet Inc. Class C | 8.89% | 104,000 | $16.2M | Add +5.0% |
| AZO AutoZone Inc. | 8.87% | 4,250 | $16.2M | Reduce -13.3% |
| PHM Pultegroup Inc. | 8.00% | 142,250 | $14.6M | Reduce -11.1% |
| LOW Lowe's Cos Inc. | 7.72% | 60,500 | $14.1M | Add +12.0% |
| CPRT Copart Inc. | 6.38% | 206,000 | $11.7M | No change |
| TOL Toll Brothers Inc. | 5.20% | 90,000 | $9.5M | Reduce -5.3% |
| MSCI MSCI Inc. | 0.77% | 2,500 | $1.4M | New |
Portfolio Sells Q4 2024 → Q1 2025
Portfolio Buys Q4 2024 → Q1 2025
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 |