§ 13F · FUND PROFILE
JACKSON HILL ADVISORS, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $212M (13F)Positions · 14Turnover · — · Q1Filed · May 8, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$13M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 8, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | BN | BROOKFIELD CORP | 553K | $22M | 11.6% | −14% |
| 2 | SPGI | S&P GLOBAL INC | 47K | $20M | 10.2% | +19% |
| 3 | QXO | QXO INC | 941K | $18M | 9.4% | ±0% |
| 4 | MA | MASTERCARD INCORPORATED | 36K | $18M | 9.3% | +21% |
| 5 | KKR | KKR & CO INC | 185K | $17M | 8.8% | +30% |
| 6 | PHM | PULTE GROUP INC | 127K | $15M | 7.7% | +4% |
| 7 | BKNG | BOOKING HOLDINGS INC | 3K | $13M | 6.9% | NEW |
| 8 | AMZN | AMAZON COM INC | 64K | $13M | 6.9% | −35% |
| 9 | GOOG | ALPHABET INC | 45K | $13M | 6.7% | −48% |
| 10 | CPRT | COPART INC | 370K | $12M | 6.4% | +9% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE JACKSON SIGNAL
AC read
JACKSON HILL ADVISORS, LLC is a Other fund managing $212 million in assets. The fund runs a focused portfolio of just 14 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed