Jackson Hill Advisors, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 10, 2026), Jackson Hill Advisors, LLC reported 12 stock positions worth $215.6 million. Its top holding was Brookfield (BN) at 13.7% of the portfolio, followed by Alphabet Class C (GOOG, 12.7%) and Amazon.com (AMZN, 10.5%). Compared with Q3 2025, it sold out of 2, added to 6 and reduced 4. The biggest buy was Qxo (QXO, shares +80%) and the biggest sale an exit from Lowe's Cos (LOW).
- Most Recent 13F
- Q2 2026
- Location
- HOUSTON, TX
- CIK
- 0001911159
- Portfolio Value
- $215.6M (Q4 2025)
- SEC Filing
- 0001420506-26-000261 ↗ filed Feb 10, 2026
Holdings Value
Holdings 12 stocks · $215.6M
| BN Brookfield Corp. | 13.73% | 645,000 | $29.6M | Reduce -1.1% |
| GOOG Alphabet Inc. Class C | 12.70% | 87,250 | $27.4M | Reduce -0.8% |
| AMZN Amazon.com Inc. | 10.55% | 98,500 | $22.7M | Add +3.7% |
| SPGI S&P Global Inc. | 9.45% | 39,000 | $20.4M | Add +19.1% |
| QXO Qxo Inc. | 8.42% | 941,000 | $18.2M | Add +80.3% |
| KKR KKR & Co. Inc. | 8.40% | 142,000 | $18.1M | Add +1.8% |
| MA Mastercard Inc. Class A | 7.88% | 29,750 | $17.0M | No change |
| PHM Pultegroup Inc. | 6.66% | 122,500 | $14.4M | Reduce -31.9% |
| BRO Brown & Brown Inc. | 6.29% | 170,000 | $13.5M | Add +161.5% |
| CPRT Copart Inc. | 6.16% | 339,000 | $13.3M | Add +41.8% |
| HLT Hilton Worldwide Holdings Inc. | 5.83% | 43,750 | $12.6M | No change |
| AZO AutoZone Inc. | 3.93% | 2,500 | $8.5M | Reduce -3.9% |
Portfolio Sells Q3 2025 → Q4 2025
Portfolio Buys Q3 2025 → Q4 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 |