Jackson Hill Advisors, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 8, 2026), Jackson Hill Advisors, LLC reported 13 stock positions worth $193.4 million. Its top holding was Brookfield (BN) at 11.6% of the portfolio, followed by S&P Global (SPGI, 10.2%) and Qxo (QXO, 9.4%). Compared with Q4 2025, it opened 1 new position, added to 6 and reduced 5. The biggest buy was a new position in Booking (BKNG) and the biggest sale Alphabet Class C (GOOG, shares −48%).
- Most Recent 13F
- Q2 2026
- Location
- HOUSTON, TX
- CIK
- 0001911159
- Portfolio Value
- $193.4M (Q1 2026)
- SEC Filing
- 0001420506-26-000877 ↗ filed May 8, 2026
Holdings Value
Holdings 13 stocks · $193.4M
| BN Brookfield Corp. | 11.57% | 553,000 | $22.4M | Reduce -14.3% |
| SPGI S&P Global Inc. | 10.23% | 46,500 | $19.8M | Add +19.2% |
| QXO Qxo Inc. | 9.45% | 941,000 | $18.3M | No change |
| MA Mastercard Inc. Class A | 9.30% | 36,000 | $18.0M | Add +21.0% |
| KKR KKR & Co. Inc. | 8.85% | 185,000 | $17.1M | Add +30.3% |
| PHM Pultegroup Inc. | 7.72% | 127,000 | $14.9M | Add +3.7% |
| BKNG Booking Holdings Inc. | 6.91% | 3,175 | $13.4M | New |
| AMZN Amazon.com Inc. | 6.89% | 64,000 | $13.3M | Reduce -35.0% |
| GOOG Alphabet Inc. Class C | 6.67% | 45,000 | $12.9M | Reduce -48.4% |
| CPRT Copart Inc. | 6.35% | 370,000 | $12.3M | Add +9.1% |
| BRO Brown & Brown Inc. | 6.27% | 186,000 | $12.1M | Add +9.4% |
| HLT Hilton Worldwide Holdings Inc. | 5.50% | 35,000 | $10.6M | Reduce -20.0% |
| AZO AutoZone Inc. | 4.28% | 2,450 | $8.3M | Reduce -2.0% |
Portfolio Sells Q4 2025 → Q1 2026
Portfolio Buys Q4 2025 → Q1 2026
| BKNG Booking Holdings Inc. | New | 6.91% | +6.91 |
| MA Mastercard Inc. Class A | Add +21.0% | 9.30% | +1.42 |
| PHM Pultegroup Inc. | Add +3.7% | 7.72% | +1.06 |
| SPGI S&P Global Inc. | Add +19.2% | 10.23% | +0.77 |
| KKR KKR & Co. Inc. | Add +30.3% | 8.85% | +0.45 |
| CPRT Copart Inc. | Add +9.1% | 6.35% | +0.19 |
| BRO Brown & Brown Inc. | Add +9.4% | 6.27% | −0.01 |
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 |