Jackson Hill Advisors, LLC 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Jackson Hill Advisors, LLC disclosed 13 US equity positions worth $197.4m in its Q2 2026 13F filing. The largest position was MA at 10.4% of the reported book, followed by SPGI and AMZN. Against the Q1 2026 filing, it opened 1 new position, added to 7 and reduced 5 among the top 13 holdings.
What did Jackson Hill Advisors, LLC own in Q2 2026? Top 13 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | MA MASTERCARD INCORPORATED | Financial Services | 10.4% | $20.5m | 40,000 | 11% | added |
| 2 | SPGI S&P GLOBAL INC | Financial Services | 10.3% | $20.4m | 50,000 | 8% | added |
| 3 | AMZN AMAZON COM INC | Consumer Cyclical | 9.1% | $18.0m | 75,500 | 18% | added |
| 4 | TDG TRANSDIGM GROUP INC | Industrials | 9.1% | $18.0m | 13,500 | – | new |
| 5 | BN BROOKFIELD CORP | Financial Services | 9.1% | $17.9m | 420,000 | -24% | reduced |
| 6 | BKNG BOOKING HOLDINGS INC | Consumer Cyclical | 8.4% | $16.5m | 92,500 | 2813% | added |
| 7 | BRO BROWN & BROWN INC | Financial Services | 8.0% | $15.9m | 247,250 | 33% | added |
| 8 | QXO QXO INC | Industrials | 7.7% | $15.3m | 884,000 | -6% | reduced |
| 9 | KKR KKR & CO INC | Financial Services | 7.5% | $14.8m | 161,500 | -13% | reduced |
| 10 | GOOG ALPHABET INC | Communication Services | 6.1% | $12.0m | 34,000 | -24% | reduced |
| 11 | CPRT COPART INC | Industrials | 5.5% | $10.8m | 382,000 | 3% | added |
| 12 | AZO AUTOZONE INC | Consumer Cyclical | 5.4% | $10.6m | 3,325 | 36% | added |
| 13 | HLT HILTON WORLDWIDE HLDGS INC | Consumer Cyclical | 3.4% | $6.7m | 20,350 | -42% | 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.