Jackson Hill Advisors, LLC 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
Jackson Hill Advisors, LLC disclosed 12 US equity positions worth $215.6m in its Q4 2025 13F filing. The largest position was BN at 13.7% of the reported book, followed by GOOG and AMZN. Against the Q3 2025 filing, it opened 0 new positions, added to 7 and reduced 3 among the top 12 holdings.
What did Jackson Hill Advisors, LLC own in Q4 2025? Top 12 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | BN BROOKFIELD CORP | Financial Services | 13.7% | $29.6m | 645,000 | 48% | added |
| 2 | GOOG ALPHABET INC | Communication Services | 12.7% | $27.4m | 87,250 | -1% | reduced |
| 3 | AMZN AMAZON COM INC | Consumer Cyclical | 10.5% | $22.7m | 98,500 | 4% | added |
| 4 | SPGI S&P GLOBAL INC | Financial Services | 9.5% | $20.4m | 39,000 | 19% | added |
| 5 | QXO QXO INC | Industrials | 8.4% | $18.2m | 941,000 | 80% | added |
| 6 | KKR KKR & CO INC | Financial Services | 8.4% | $18.1m | 142,000 | 2% | added |
| 7 | MA MASTERCARD INCORPORATED | Financial Services | 7.9% | $17.0m | 29,750 | 0% | held |
| 8 | PHM PULTE GROUP INC | Consumer Cyclical | 6.7% | $14.4m | 122,500 | -32% | reduced |
| 9 | BRO BROWN & BROWN INC | Financial Services | 6.3% | $13.5m | 170,000 | 162% | added |
| 10 | CPRT COPART INC | Industrials | 6.2% | $13.3m | 339,000 | 42% | added |
| 11 | HLT HILTON WORLDWIDE HLDGS INC | Consumer Cyclical | 5.8% | $12.6m | 43,750 | 0% | held |
| 12 | AZO AUTOZONE INC | Consumer Cyclical | 3.9% | $8.5m | 2,500 | -4% | 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.