Filed: 2/10/2026ACC: 0001420506-26-000261
📋 What this filing means
JACKSON HILL ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 12 equity positions with a total reported market value of $215.56M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
12
Positions
$215.56M
Total AUM (reported)
2.66M
Total Shares
Allocation by class
COM$123.45M57.3%
CL A LTD VT SH$29.60M13.7%
CAP STK CL C$27.38M12.7%
COM NEW$18.15M8.4%
CL A$16.98M7.9%
Portfolio Concentration
Top 3$79.71M37.0%
4–10$114.80M53.3%
11–25$21.05M9.8%
Top 3 weight
37.0%
Top 10 weight
90.2%
Voting Authority Distribution
Total shares with voting rights: 2.66M
Sole
Full voting authority
2.66M
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)
Sole12
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings12
Rows:
BROOKFIELD CORP
SOLEShares645K
TypeSH
Market value$29.60M
13.73%
Sole
645K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares87.25K
TypeSH
Market value$27.38M
12.70%
Sole
87.25K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares98.50K
TypeSH
Market value$22.74M
10.55%
Sole
98.50K
Shared
0.00
None
0.00
S&P GLOBAL INC
SOLEShares39K
TypeSH
Market value$20.38M
9.45%
Sole
39K
Shared
0.00
None
0.00
QXO INC
SOLEShares941K
TypeSH
Market value$18.15M
8.42%
Sole
941K
Shared
0.00
None
0.00
KKR & CO INC
SOLEShares142K
TypeSH
Market value$18.10M
8.40%
Sole
142K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares29.75K
TypeSH
Market value$16.98M
7.88%
Sole
29.75K
Shared
0.00
None
0.00
PULTE GROUP INC
SOLEShares122.50K
TypeSH
Market value$14.36M
6.66%
Sole
122.50K
Shared
0.00
None
0.00
BROWN & BROWN INC
SOLEShares170K
TypeSH
Market value$13.55M
6.29%
Sole
170K
Shared
0.00
None
0.00
COPART INC
SOLEShares339K
TypeSH
Market value$13.27M
6.16%
Sole
339K
Shared
0.00
None
0.00
HILTON WORLDWIDE HLDGS INC
SOLEShares43.75K
TypeSH
Market value$12.57M
5.83%
Sole
43.75K
Shared
0.00
None
0.00
AUTOZONE INC
SOLEShares2.50K
TypeSH
Market value$8.48M
3.93%
Sole
2.50K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BROOKFIELD CORPSOLE | CL A LTD VT SH | 645K | SH | $29.60M 13.73% | 645K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 87.25K | SH | $27.38M 12.70% | 87.25K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 98.50K | SH | $22.74M 10.55% | 98.50K | 0.00 | 0.00 |
S&P GLOBAL INCSOLE | COM | 39K | SH | $20.38M 9.45% | 39K | 0.00 | 0.00 |
QXO INCSOLE | COM NEW | 941K | SH | $18.15M 8.42% | 941K | 0.00 | 0.00 |
KKR & CO INCSOLE | COM | 142K | SH | $18.10M 8.40% | 142K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 29.75K | SH | $16.98M 7.88% | 29.75K | 0.00 | 0.00 |
PULTE GROUP INCSOLE | COM | 122.50K | SH | $14.36M 6.66% | 122.50K | 0.00 | 0.00 |
BROWN & BROWN INCSOLE | COM | 170K | SH | $13.55M 6.29% | 170K | 0.00 | 0.00 |
COPART INCSOLE | COM | 339K | SH | $13.27M 6.16% | 339K | 0.00 | 0.00 |
HILTON WORLDWIDE HLDGS INCSOLE | COM | 43.75K | SH | $12.57M 5.83% | 43.75K | 0.00 | 0.00 |
AUTOZONE INCSOLE | COM | 2.50K | SH | $8.48M 3.93% | 2.50K | 0.00 | 0.00 |