Jackson Hill Advisors, LLC 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
Jackson Hill Advisors, LLC disclosed 12 US equity positions worth $182.7m in its Q1 2025 13F filing. The largest position was BN at 15.3% of the reported book, followed by AMZN and KKR. Against the Q4 2024 filing, it opened 1 new position, added to 5 and reduced 5 among the top 12 holdings.
What did Jackson Hill Advisors, LLC own in Q1 2025? Top 12 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | BN BROOKFIELD CORP | Financial Services | 15.3% | $27.9m | 533,000 | 1% | added |
| 2 | AMZN AMAZON COM INC | Consumer Cyclical | 10.5% | $19.2m | 100,750 | -10% | reduced |
| 3 | KKR KKR & CO INC | Financial Services | 9.8% | $18.0m | 155,500 | 1% | added |
| 4 | MA MASTERCARD INCORPORATED | Financial Services | 9.4% | $17.1m | 31,250 | -1% | reduced |
| 5 | SPGI S&P GLOBAL INC | Financial Services | 9.2% | $16.8m | 33,000 | 13% | added |
| 6 | GOOG ALPHABET INC | Communication Services | 8.9% | $16.2m | 104,000 | 5% | added |
| 7 | AZO AUTOZONE INC | Consumer Cyclical | 8.9% | $16.2m | 4,250 | -13% | reduced |
| 8 | PHM PULTE GROUP INC | Consumer Cyclical | 8.0% | $14.6m | 142,250 | -11% | reduced |
| 9 | LOW LOWES COS INC | Consumer Cyclical | 7.7% | $14.1m | 60,500 | 12% | added |
| 10 | CPRT COPART INC | Industrials | 6.4% | $11.7m | 206,000 | 0% | held |
| 11 | TOL TOLL BROTHERS INC | Consumer Cyclical | 5.2% | $9.5m | 90,000 | -5% | reduced |
| 12 | MSCI MSCI INC | Financial Services | 0.8% | $1.4m | 2,500 | – | new |
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.