Jackson Hill Advisors, LLC
Net seller this quarter
$197M
13
-$1.35M
85.8%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 MA | $20.5M | 10.41% | 0.00% | +11.1% | Q4 2021 |
 SPGI | $20.4M | 10.32% | 0.02% | +7.5% | Q4 2022 |
 AMZN | $18M | 9.12% | 0.00% | +18.0% | Q4 2021 |
 TDG | $18M | 9.11% | 0.02% | New | Q2 2026 |
 BN | $17.9M | 9.06% | Not reported | -24.1% | Q4 2022 |
 BKNG | $16.5M | 8.35% | 0.01% | +16.5% | Q1 2026 |
 BRO | $15.9M | 8.04% | 0.07% | +32.9% | Q3 2025 |
 QXO | $15.3M | 7.74% | 0.12% | -6.1% | Q3 2025 |
 KKR | $14.8M | 7.51% | 0.02% | -12.7% | Q4 2021 |
 GOOG | $12M | 6.09% | Not reported | -24.4% | Q1 2022 |
 CPRT | $10.8M | 5.46% | 0.04% | +3.2% | Q2 2022 |
 AZO | $10.6M | 5.38% | 0.02% | +35.7% | Q2 2023 |
 HLT | $6.72M | 3.41% | 0.01% | -41.9% | Q2 2025 |
| Q1 2026 | |||||
| BN | $22.4M | 11.57% | Not reported | -14.3% | Q4 2022 |
| SPGI | $19.8M | 10.23% | 0.02% | +19.2% | Q4 2022 |
| QXO | $18.3M | 9.45% | 0.13% | Not reported | Q3 2025 |
| MA | $18M | 9.30% | 0.00% | +21.0% | Q4 2021 |
| KKR | $17.1M | 8.85% | 0.02% | +30.3% | Q4 2021 |
 PHM | $14.9M | 7.72% | 0.07% | +3.7% | Q2 2024 |
| BKNG | $13.4M | 6.91% | 0.01% | New | Q1 2026 |
| AMZN | $13.3M | 6.89% | 0.00% | -35.0% | Q4 2021 |
| GOOG | $12.9M | 6.67% | Not reported | -48.4% | Q1 2022 |
| CPRT | $12.3M | 6.35% | 0.04% | +9.1% | Q2 2022 |
| BRO | $12.1M | 6.27% | 0.06% | +9.4% | Q3 2025 |
| HLT | $10.6M | 5.50% | 0.02% | -20.0% | Q2 2025 |
| AZO | $8.28M | 4.28% | 0.01% | -2.0% | Q2 2023 |
| Q4 2025 | |||||
| BN | $29.6M | 13.73% | Not reported | -1.2% | Q4 2022 |
| GOOG | $27.4M | 12.70% | Not reported | -0.9% | Q1 2022 |
| AMZN | $22.7M | 10.55% | 0.00% | +3.7% | Q4 2021 |
| SPGI | $20.4M | 9.45% | 0.01% | +19.1% | Q4 2022 |
| QXO | $18.2M | 8.42% | 0.14% | +80.3% | Q3 2025 |
| KKR | $18.1M | 8.40% | 0.02% | +1.8% | Q4 2021 |
| MA | $17M | 7.88% | 0.00% | Not reported | Q4 2021 |
| PHM | $14.4M | 6.66% | 0.06% | -31.9% | Q2 2024 |
| BRO | $13.5M | 6.29% | 0.05% | +161.5% | Q3 2025 |
| CPRT | $13.3M | 6.16% | 0.04% | +41.8% | Q2 2022 |
| HLT | $12.6M | 5.83% | 0.02% | Not reported | Q2 2025 |
| AZO | $8.48M | 3.93% | 0.02% | -3.9% | Q2 2023 |
| Q3 2025 | |||||
| BN | $29.8M | 14.10% | Not reported | -6.9% | Q4 2022 |
| PHM | $23.8M | 11.24% | 0.09% | +8.4% | Q2 2024 |
| GOOG | $21.4M | 10.13% | Not reported | -16.2% | Q1 2022 |
| AMZN | $20.9M | 9.86% | 0.00% | -11.2% | Q4 2021 |
| KKR | $18.1M | 8.57% | 0.02% | -9.1% | Q4 2021 |
| MA | $16.9M | 8.00% | 0.00% | -1.7% | Q4 2021 |
| SPGI | $15.9M | 7.54% | 0.01% | -5.1% | Q4 2022 |
| HLT | $11.4M | 5.37% | 0.02% | Not reported | Q2 2025 |
| AZO | $11.2M | 5.27% | 0.02% | -31.6% | Q2 2023 |
| CPRT | $10.7M | 5.08% | 0.02% | -2.9% | Q2 2022 |
| QXO | $9.95M | 4.70% | 0.08% | New | Q3 2025 |
 LOW | $9.8M | 4.63% | 0.01% | -14.8% | Q4 2021 |
| BRO | $6.1M | 2.88% | 0.02% | New | Q3 2025 |
 MSCI | $5.53M | 2.62% | 0.01% | -30.4% | Q1 2025 |