Jackson Hill Advisors, LLC 13F holdings, Q4 2024
Holdings as of December 31, 2024 · filings on SEC EDGAR · latest filing →
Jackson Hill Advisors, LLC disclosed 11 US equity positions worth $198.1m in its Q4 2024 13F filing. The largest position was BN at 15.4% of the reported book, followed by AMZN and KKR. Against the Q3 2024 filing, it opened 0 new positions, added to 4 and reduced 3 among the top 11 holdings.
What did Jackson Hill Advisors, LLC own in Q4 2024? Top 11 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2024 |
|---|---|---|---|---|---|---|---|
| 1 | BN BROOKFIELD CORP | Financial Services | 15.4% | $30.4m | 530,000 | 6% | added |
| 2 | AMZN AMAZON COM INC | Consumer Cyclical | 12.4% | $24.6m | 112,000 | 0% | held |
| 3 | KKR KKR & CO INC | Financial Services | 11.5% | $22.9m | 154,500 | -3% | reduced |
| 4 | GOOG ALPHABET INC | Communication Services | 9.5% | $18.9m | 99,000 | 136% | added |
| 5 | PHM PULTE GROUP INC | Consumer Cyclical | 8.8% | $17.4m | 160,000 | 59% | added |
| 6 | MA MASTERCARD INCORPORATED | Financial Services | 8.4% | $16.6m | 31,500 | -3% | reduced |
| 7 | AZO AUTOZONE INC | Consumer Cyclical | 7.9% | $15.7m | 4,900 | 0% | held |
| 8 | SPGI S&P GLOBAL INC | Financial Services | 7.4% | $14.6m | 29,250 | 0% | held |
| 9 | LOW LOWES COS INC | Consumer Cyclical | 6.7% | $13.3m | 54,000 | -11% | reduced |
| 10 | TOL TOLL BROTHERS INC | Consumer Cyclical | 6.0% | $12.0m | 95,000 | 10% | added |
| 11 | CPRT COPART INC | Industrials | 6.0% | $11.8m | 206,000 | 0% | held |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.