Jackson Hill Advisors, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 7, 2025), Jackson Hill Advisors, LLC reported 12 stock positions worth $200.2 million. Its top holding was Brookfield (BN) at 14.4% of the portfolio, followed by Amazon.com (AMZN, 11.7%) and KKR (KKR, 10.2%). Compared with Q1 2025, it opened 1 new position, sold out of 1, added to 6 and reduced 5. The biggest buy was a new position in Hilton Worldwide (HLT) and the biggest sale an exit from Toll Brothers (TOL).
- Most Recent 13F
- Q2 2026
- Location
- HOUSTON, TX
- CIK
- 0001911159
- Portfolio Value
- $200.2M (Q2 2025)
- SEC Filing
- 0001420506-25-001748 ↗ filed Aug 7, 2025
Holdings Value
Holdings 12 stocks · $200.2M
| BN Brookfield Corp. | 14.43% | 467,000 | $28.9M | Reduce -12.4% |
| AMZN Amazon.com Inc. | 11.73% | 107,000 | $23.5M | Add +6.2% |
| KKR KKR & Co. Inc. | 10.20% | 153,500 | $20.4M | Reduce -1.3% |
| GOOG Alphabet Inc. Class C | 9.31% | 105,000 | $18.6M | Add +1.0% |
| SPGI S&P Global Inc. | 9.09% | 34,500 | $18.2M | Add +4.5% |
| PHM Pultegroup Inc. | 8.75% | 166,000 | $17.5M | Add +16.7% |
| MA Mastercard Inc. Class A | 8.49% | 30,250 | $17.0M | Reduce -3.2% |
| AZO AutoZone Inc. | 7.05% | 3,800 | $14.1M | Reduce -10.6% |
| CPRT Copart Inc. | 6.03% | 246,000 | $12.1M | Add +19.4% |
| HLT Hilton Worldwide Holdings Inc. | 5.82% | 43,750 | $11.7M | New |
| LOW Lowe's Cos Inc. | 5.07% | 45,750 | $10.2M | Reduce -24.4% |
| MSCI MSCI Inc. | 4.03% | 14,000 | $8.1M | Add +460.0% |
Portfolio Sells Q1 2025 → Q2 2025
Portfolio Buys Q1 2025 → Q2 2025
| HLT Hilton Worldwide Holdings Inc. | New | 5.82% | +5.82 |
| MSCI MSCI Inc. | Add +460.0% | 4.03% | +3.26 |
| AMZN Amazon.com Inc. | Add +6.2% | 11.73% | +1.24 |
| PHM Pultegroup Inc. | Add +16.7% | 8.75% | +0.74 |
| GOOG Alphabet Inc. Class C | Add +1.0% | 9.31% | +0.41 |
| SPGI S&P Global Inc. | Add +4.5% | 9.09% | −0.09 |
| CPRT Copart Inc. | Add +19.4% | 6.03% | −0.35 |
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 |