The Analysis of JACKSON HILL ADVISORS, LLC's Holdings

Currently, JACKSON HILL ADVISORS, LLC holds 12 types of securities in its portfolio with a total value $215.6M. In the most recent quarter, they have increased their positions in BN (+210.0K shares, valued at $9.6M), BRO (+105.0K shares, valued at $8.4M), QXO (+419.0K shares, valued at $8.1M); decreased their positions in PHM (-57.5K shares, valued at $6.7M), AZO (-100 shares, valued at $339.1K), N/A (-750 shares, valued at $235.3K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BN BROOKFIELD CORP645.0K shares48.28%2025-12-312026-02-10

ALPHABET INC ALPHABET INC87.3K shares-0.85%2025-12-312026-02-10

AMZN AMAZON COM INC98.5K shares3.68%2025-12-312026-02-10

SPGI S&P GLOBAL INC39.0K shares19.08%2025-12-312026-02-10

QXO QXO INC941.0K shares80.27%2025-12-312026-02-10

KKR & CO INC KKR & CO INC142.0K shares1.79%2025-12-312026-02-10

MA MASTERCARD INCORPORATED29.8K shares0.00%2025-12-312026-02-10

PHM PULTE GROUP INC122.5K shares-31.94%2025-12-312026-02-10

Sponsored

BRO BROWN & BROWN INC170.0K shares161.54%2025-12-312026-02-10

CPRT COPART INC339.0K shares41.84%2025-12-312026-02-10

HLT HILTON WORLDWIDE HLDGS INC43.8K shares0.00%2025-12-312026-02-10

AZO AUTOZONE INC2.5K shares-3.85%2025-12-312026-02-10

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available