Filed: 5/8/2026ACC: 0001420506-26-000877
π What this filing means
JACKSON HILL ADVISORS, LLC filed this quarterly 13FβHR report disclosing 13 equity positions with a total reported market value of $193.41M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
13
Positions
$193.41M
Total AUM (reported)
2.59M
Total Shares
Allocation by class
COM$121.86M63.0%
CL A LTD VT SH$22.38M11.6%
COM NEW$18.27M9.4%
CL A$17.99M9.3%
CAP STK CL C$12.91M6.7%
Portfolio Concentration
Top 3$60.43M31.2%
4β10$101.93M52.7%
11β25$31.05M16.1%
Top 3 weight
31.2%
Top 10 weight
83.9%
Voting Authority Distribution
Total shares with voting rights: 2.59M
Sole
Full voting authority
2.59M
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)
Sole13
Shared0
Other0
Dominant voting typeSole Β· 100.0% of voting shares
Institutional Holdings13
Rows:
BROOKFIELD CORP
SOLEShares553K
TypeSH
Market value$22.38M
11.57%
Sole
553K
Shared
0.00
None
0.00
S&P GLOBAL INC
SOLEShares46.50K
TypeSH
Market value$19.78M
10.23%
Sole
46.50K
Shared
0.00
None
0.00
QXO INC
SOLEShares941K
TypeSH
Market value$18.27M
9.45%
Sole
941K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares36K
TypeSH
Market value$17.99M
9.30%
Sole
36K
Shared
0.00
None
0.00
KKR & CO INC
SOLEShares185K
TypeSH
Market value$17.11M
8.85%
Sole
185K
Shared
0.00
None
0.00
PULTE GROUP INC
SOLEShares127K
TypeSH
Market value$14.94M
7.72%
Sole
127K
Shared
0.00
None
0.00
BOOKING HOLDINGS INC
SOLEShares3.17K
TypeSH
Market value$13.37M
6.91%
Sole
3.17K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares64K
TypeSH
Market value$13.33M
6.89%
Sole
64K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares45K
TypeSH
Market value$12.91M
6.67%
Sole
45K
Shared
0.00
None
0.00
COPART INC
SOLEShares370K
TypeSH
Market value$12.28M
6.35%
Sole
370K
Shared
0.00
None
0.00
BROWN & BROWN INC
SOLEShares186K
TypeSH
Market value$12.13M
6.27%
Sole
186K
Shared
0.00
None
0.00
HILTON WORLDWIDE HLDGS INC
SOLEShares35K
TypeSH
Market value$10.64M
5.50%
Sole
35K
Shared
0.00
None
0.00
AUTOZONE INC
SOLEShares2.45K
TypeSH
Market value$8.28M
4.28%
Sole
2.45K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting β Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BROOKFIELD CORPSOLE | CL A LTD VT SH | 553K | SH | $22.38M 11.57% | 553K | 0.00 | 0.00 |
S&P GLOBAL INCSOLE | COM | 46.50K | SH | $19.78M 10.23% | 46.50K | 0.00 | 0.00 |
QXO INCSOLE | COM NEW | 941K | SH | $18.27M 9.45% | 941K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 36K | SH | $17.99M 9.30% | 36K | 0.00 | 0.00 |
KKR & CO INCSOLE | COM | 185K | SH | $17.11M 8.85% | 185K | 0.00 | 0.00 |
PULTE GROUP INCSOLE | COM | 127K | SH | $14.94M 7.72% | 127K | 0.00 | 0.00 |
BOOKING HOLDINGS INCSOLE | COM | 3.17K | SH | $13.37M 6.91% | 3.17K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 64K | SH | $13.33M 6.89% | 64K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 45K | SH | $12.91M 6.67% | 45K | 0.00 | 0.00 |
COPART INCSOLE | COM | 370K | SH | $12.28M 6.35% | 370K | 0.00 | 0.00 |
BROWN & BROWN INCSOLE | COM | 186K | SH | $12.13M 6.27% | 186K | 0.00 | 0.00 |
HILTON WORLDWIDE HLDGS INCSOLE | COM | 35K | SH | $10.64M 5.50% | 35K | 0.00 | 0.00 |
AUTOZONE INCSOLE | COM | 2.45K | SH | $8.28M 4.28% | 2.45K | 0.00 | 0.00 |