Filed: 11/12/2025ACC: 0001420506-25-003097
📋 What this filing means
JACKSON HILL ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 14 equity positions with a total reported market value of $211.53M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
14
Positions
$211.53M
Total AUM (reported)
1.92M
Total Shares
Allocation by class
COM$133.39M63.1%
CL A LTD VT SH$29.83M14.1%
CAP STK CL C$21.43M10.1%
CL A$16.92M8.0%
COM NEW$9.95M4.7%
Portfolio Concentration
Top 3$75.05M35.5%
4–10$105.10M49.7%
11–25$31.38M14.8%
Top 3 weight
35.5%
Top 10 weight
85.2%
Voting Authority Distribution
Total shares with voting rights: 1.92M
Sole
Full voting authority
1.92M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole14
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings14
Rows:
BROOKFIELD CORP
SOLEShares435K
TypeSH
Market value$29.83M
14.10%
Sole
435K
Shared
0.00
None
0.00
PULTE GROUP INC
SOLEShares180K
TypeSH
Market value$23.78M
11.24%
Sole
180K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares88K
TypeSH
Market value$21.43M
10.13%
Sole
88K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares95K
TypeSH
Market value$20.86M
9.86%
Sole
95K
Shared
0.00
None
0.00
KKR & CO INC
SOLEShares139.50K
TypeSH
Market value$18.13M
8.57%
Sole
139.50K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares29.75K
TypeSH
Market value$16.92M
8.00%
Sole
29.75K
Shared
0.00
None
0.00
S&P GLOBAL INC
SOLEShares32.75K
TypeSH
Market value$15.94M
7.54%
Sole
32.75K
Shared
0.00
None
0.00
HILTON WORLDWIDE HLDGS INC
SOLEShares43.75K
TypeSH
Market value$11.35M
5.37%
Sole
43.75K
Shared
0.00
None
0.00
AUTOZONE INC
SOLEShares2.60K
TypeSH
Market value$11.15M
5.27%
Sole
2.60K
Shared
0.00
None
0.00
COPART INC
SOLEShares239K
TypeSH
Market value$10.75M
5.08%
Sole
239K
Shared
0.00
None
0.00
QXO INC
SOLEShares522K
TypeSH
Market value$9.95M
4.70%
Sole
522K
Shared
0.00
None
0.00
LOWES COS INC
SOLEShares39K
TypeSH
Market value$9.80M
4.63%
Sole
39K
Shared
0.00
None
0.00
BROWN & BROWN INC
SOLEShares65K
TypeSH
Market value$6.10M
2.88%
Sole
65K
Shared
0.00
None
0.00
MSCI INC
SOLEShares9.75K
TypeSH
Market value$5.53M
2.62%
Sole
9.75K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BROOKFIELD CORPSOLE | CL A LTD VT SH | 435K | SH | $29.83M 14.10% | 435K | 0.00 | 0.00 |
PULTE GROUP INCSOLE | COM | 180K | SH | $23.78M 11.24% | 180K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 88K | SH | $21.43M 10.13% | 88K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 95K | SH | $20.86M 9.86% | 95K | 0.00 | 0.00 |
KKR & CO INCSOLE | COM | 139.50K | SH | $18.13M 8.57% | 139.50K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 29.75K | SH | $16.92M 8.00% | 29.75K | 0.00 | 0.00 |
S&P GLOBAL INCSOLE | COM | 32.75K | SH | $15.94M 7.54% | 32.75K | 0.00 | 0.00 |
HILTON WORLDWIDE HLDGS INCSOLE | COM | 43.75K | SH | $11.35M 5.37% | 43.75K | 0.00 | 0.00 |
AUTOZONE INCSOLE | COM | 2.60K | SH | $11.15M 5.27% | 2.60K | 0.00 | 0.00 |
COPART INCSOLE | COM | 239K | SH | $10.75M 5.08% | 239K | 0.00 | 0.00 |
QXO INCSOLE | COM NEW | 522K | SH | $9.95M 4.70% | 522K | 0.00 | 0.00 |
LOWES COS INCSOLE | COM | 39K | SH | $9.80M 4.63% | 39K | 0.00 | 0.00 |
BROWN & BROWN INCSOLE | COM | 65K | SH | $6.10M 2.88% | 65K | 0.00 | 0.00 |
MSCI INCSOLE | COM | 9.75K | SH | $5.53M 2.62% | 9.75K | 0.00 | 0.00 |