Jackson Hill Advisors, LLC 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Jackson Hill Advisors, LLC disclosed 13 US equity positions worth $193.4m in its Q1 2026 13F filing. The largest position was BN at 11.6% of the reported book, followed by SPGI and QXO.
What did Jackson Hill Advisors, LLC own in Q1 2026? Top 13 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | BN BROOKFIELD CORP | Financial Services | 11.6% | $22.4m | 553,000 | – | |
| 2 | SPGI S&P GLOBAL INC | Financial Services | 10.2% | $19.8m | 46,500 | – | |
| 3 | QXO QXO INC | Industrials | 9.4% | $18.3m | 941,000 | – | |
| 4 | MA MASTERCARD INCORPORATED | Financial Services | 9.3% | $18.0m | 36,000 | – | |
| 5 | KKR KKR & CO INC | Financial Services | 8.8% | $17.1m | 185,000 | – | |
| 6 | PHM PULTE GROUP INC | Consumer Cyclical | 7.7% | $14.9m | 127,000 | – | |
| 7 | BKNG BOOKING HOLDINGS INC | Consumer Cyclical | 6.9% | $13.4m | 3,175 | – | |
| 8 | AMZN AMAZON COM INC | Consumer Cyclical | 6.9% | $13.3m | 64,000 | – | |
| 9 | GOOG ALPHABET INC | Communication Services | 6.7% | $12.9m | 45,000 | – | |
| 10 | CPRT COPART INC | Industrials | 6.4% | $12.3m | 370,000 | – | |
| 11 | BRO BROWN & BROWN INC | Financial Services | 6.3% | $12.1m | 186,000 | – | |
| 12 | HLT HILTON WORLDWIDE HLDGS INC | Consumer Cyclical | 5.5% | $10.6m | 35,000 | – | |
| 13 | AZO AUTOZONE INC | Consumer Cyclical | 4.3% | $8.3m | 2,450 | – |
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.