Jackson Hill Advisors, LLC reported 13 holdings worth US$197M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 4, 2026
Jackson Hill Advisors, LLC reported 13 holdings worth US$197M as of Jun 30, 2026. Largest: Mastercard Incorporated, S&p Global Inc. and Amazon.com, Inc. Filed Aug 4, 2026 (Form 13F).
- Holdings
- 13
- Value as reported
- US$197M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Mastercard Incorporated | 40,000 | US$20.5M | 10.4% |
| S&p Global Inc. | 50,000 | US$20.4M | 10.3% |
| Amazon.com, Inc. | 75,500 | US$18M | 9.1% |
| Transdigm Group Inc. | 13,500 | US$18M | 9.1% |
| Brookfield Corporation | 420K | US$17.9M | 9.1% |
| Booking Holdings Inc. Common Stock | 92,500 | US$16.5M | 8.4% |
| Brown & Brown, Inc. | 247K | US$15.9M | 8.0% |
| Qxo, Inc. | 884K | US$15.3M | 7.7% |
| Kkr & Co. Inc. | 162K | US$14.8M | 7.5% |
| Alphabet Inc (google) Class C | 33,616 | US$12M | 6.1% |
| Copart, Inc. | 382K | US$10.8M | 5.5% |
| Autozone, Inc. | 3,325 | US$10.6M | 5.4% |
| Hilton Worldwide Holdings Inc. | 20,350 | US$6.72M | 3.4% |
| Pultegroup, Inc. | 0 | US$0 | 0.00% |