Jackson Hill Advisors, LLC 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Jackson Hill Advisors, LLC disclosed 14 US equity positions worth $211.5m in its Q3 2025 13F filing. The largest position was BN at 14.1% of the reported book, followed by PHM and GOOG. Against the Q2 2025 filing, it opened 2 new positions, added to 1 and reduced 10 among the top 14 holdings.
What did Jackson Hill Advisors, LLC own in Q3 2025? Top 14 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | BN BROOKFIELD CORP | Financial Services | 14.1% | $29.8m | 435,000 | -7% | reduced |
| 2 | PHM PULTE GROUP INC | Consumer Cyclical | 11.2% | $23.8m | 180,000 | 8% | added |
| 3 | GOOG ALPHABET INC | Communication Services | 10.1% | $21.4m | 88,000 | -16% | reduced |
| 4 | AMZN AMAZON COM INC | Consumer Cyclical | 9.9% | $20.9m | 95,000 | -11% | reduced |
| 5 | KKR KKR & CO INC | Financial Services | 8.6% | $18.1m | 139,500 | -9% | reduced |
| 6 | MA MASTERCARD INCORPORATED | Financial Services | 8.0% | $16.9m | 29,750 | -2% | reduced |
| 7 | SPGI S&P GLOBAL INC | Financial Services | 7.5% | $15.9m | 32,750 | -5% | reduced |
| 8 | HLT HILTON WORLDWIDE HLDGS INC | Consumer Cyclical | 5.4% | $11.4m | 43,750 | 0% | held |
| 9 | AZO AUTOZONE INC | Consumer Cyclical | 5.3% | $11.2m | 2,600 | -32% | reduced |
| 10 | CPRT COPART INC | Industrials | 5.1% | $10.7m | 239,000 | -3% | reduced |
| 11 | QXO QXO INC | Industrials | 4.7% | $9.9m | 522,000 | – | new |
| 12 | LOW LOWES COS INC | Consumer Cyclical | 4.6% | $9.8m | 39,000 | -15% | reduced |
| 13 | BRO BROWN & BROWN INC | Financial Services | 2.9% | $6.1m | 65,000 | – | new |
| 14 | MSCI MSCI INC | Financial Services | 2.6% | $5.5m | 9,750 | -30% | reduced |
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.