Jackson Hill Advisors, LLC 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Jackson Hill Advisors, LLC disclosed 12 US equity positions worth $200.2m in its Q2 2025 13F filing. The largest position was BN at 14.4% of the reported book, followed by AMZN and KKR. Against the Q1 2025 filing, it opened 1 new position, added to 6 and reduced 5 among the top 12 holdings.
What did Jackson Hill Advisors, LLC own in Q2 2025? Top 12 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | BN BROOKFIELD CORP | Financial Services | 14.4% | $28.9m | 467,000 | -12% | reduced |
| 2 | AMZN AMAZON COM INC | Consumer Cyclical | 11.7% | $23.5m | 107,000 | 6% | added |
| 3 | KKR KKR & CO INC | Financial Services | 10.2% | $20.4m | 153,500 | -1% | reduced |
| 4 | GOOG ALPHABET INC | Communication Services | 9.3% | $18.6m | 105,000 | 1% | added |
| 5 | SPGI S&P GLOBAL INC | Financial Services | 9.1% | $18.2m | 34,500 | 5% | added |
| 6 | PHM PULTE GROUP INC | Consumer Cyclical | 8.7% | $17.5m | 166,000 | 17% | added |
| 7 | MA MASTERCARD INCORPORATED | Financial Services | 8.5% | $17.0m | 30,250 | -3% | reduced |
| 8 | AZO AUTOZONE INC | Consumer Cyclical | 7.0% | $14.1m | 3,800 | -11% | reduced |
| 9 | CPRT COPART INC | Industrials | 6.0% | $12.1m | 246,000 | 19% | added |
| 10 | HLT HILTON WORLDWIDE HLDGS INC | Consumer Cyclical | 5.8% | $11.7m | 43,750 | – | new |
| 11 | LOW LOWES COS INC | Consumer Cyclical | 5.1% | $10.2m | 45,750 | -24% | reduced |
| 12 | MSCI MSCI INC | Financial Services | 4.0% | $8.1m | 14,000 | 460% | added |
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.