Jackson Hill Advisors, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 12, 2025), Jackson Hill Advisors, LLC reported 14 stock positions worth $211.5 million. Its top holding was Brookfield (BN) at 14.1% of the portfolio, followed by Pultegroup (PHM, 11.2%) and Alphabet Class C (GOOG, 10.1%). Compared with Q2 2025, it opened 2 new positions, added to 1 and reduced 10. The biggest buy was a new position in Qxo (QXO) and the biggest sale Amazon.com (AMZN, shares −11%).
- Most Recent 13F
- Q2 2026
- Location
- HOUSTON, TX
- CIK
- 0001911159
- Portfolio Value
- $211.5M (Q3 2025)
- SEC Filing
- 0001420506-25-003097 ↗ filed Nov 12, 2025
Holdings Value
Holdings 14 stocks · $211.5M
| BN Brookfield Corp. | 14.10% | 435,000 | $29.8M | Reduce -6.8% |
| PHM Pultegroup Inc. | 11.24% | 180,000 | $23.8M | Add +8.4% |
| GOOG Alphabet Inc. Class C | 10.13% | 88,000 | $21.4M | Reduce -16.2% |
| AMZN Amazon.com Inc. | 9.86% | 95,000 | $20.9M | Reduce -11.2% |
| KKR KKR & Co. Inc. | 8.57% | 139,500 | $18.1M | Reduce -9.1% |
| MA Mastercard Inc. Class A | 8.00% | 29,750 | $16.9M | Reduce -1.6% |
| SPGI S&P Global Inc. | 7.54% | 32,750 | $15.9M | Reduce -5.1% |
| HLT Hilton Worldwide Holdings Inc. | 5.37% | 43,750 | $11.4M | No change |
| AZO AutoZone Inc. | 5.27% | 2,600 | $11.2M | Reduce -31.6% |
| CPRT Copart Inc. | 5.08% | 239,000 | $10.7M | Reduce -2.9% |
| QXO Qxo Inc. | 4.70% | 522,000 | $9.9M | New |
| LOW Lowe's Cos Inc. | 4.63% | 39,000 | $9.8M | Reduce -14.8% |
| BRO Brown & Brown Inc. | 2.88% | 65,000 | $6.1M | New |
| MSCI MSCI Inc. | 2.62% | 9,750 | $5.5M | Reduce -30.4% |
Portfolio Sells Q2 2025 → Q3 2025
| AMZN Amazon.com Inc. | Reduce -11.2% | 9.86% | −1.87 |
| AZO AutoZone Inc. | Reduce -31.6% | 5.27% | −1.77 |
| KKR KKR & Co. Inc. | Reduce -9.1% | 8.57% | −1.63 |
| SPGI S&P Global Inc. | Reduce -5.1% | 7.54% | −1.55 |
| MSCI MSCI Inc. | Reduce -30.4% | 2.62% | −1.42 |
| CPRT Copart Inc. | Reduce -2.9% | 5.08% | −0.95 |
| MA Mastercard Inc. Class A | Reduce -1.6% | 8.00% | −0.49 |
| LOW Lowe's Cos Inc. | Reduce -14.8% | 4.63% | −0.44 |
| BN Brookfield Corp. | Reduce -6.8% | 14.10% | −0.33 |
| GOOG Alphabet Inc. Class C | Reduce -16.2% | 10.13% | +0.83 |
Portfolio Buys Q2 2025 → Q3 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 |