Jackson Hill Advisors, LLC 13F Holdings · Q2 2026
Jackson Hill Advisors, LLC reported 13 securities worth $197.35M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: MA (10.41%), SPGI (10.32%), AMZN (9.12%). Among its top 25 positions this quarter: 1 new, 7 added, 5 trimmed, 1 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MA | MASTERCARD INCORPORATED | $20.5M | 10.41% | 40,000 | Added |
| 2 | SPGI | S&P GLOBAL INC | $20.4M | 10.32% | 50,000 | Added |
| 3 | AMZN | AMAZON COM INC | $18.0M | 9.12% | 75,500 | Added |
| 4 | TDG | TRANSDIGM GROUP INC | $18.0M | 9.11% | 13,500 | New |
| 5 | BN | BROOKFIELD CORP | $17.9M | 9.06% | 420,000 | Trimmed |
| 6 | BKNG | BOOKING HOLDINGS INC | $16.5M | 8.35% | 92,500 | Added |
| 7 | BRO | BROWN & BROWN INC | $15.9M | 8.04% | 247,250 | Added |
| 8 | QXO | QXO INC | $15.3M | 7.74% | 884,000 | Trimmed |
| 9 | KKR | KKR & CO INC | $14.8M | 7.51% | 161,500 | Trimmed |
| 10 | GOOG | ALPHABET INC | $12.0M | 6.09% | 34,000 | Trimmed |
| 11 | CPRT | COPART INC | $10.8M | 5.46% | 382,000 | Added |
| 12 | AZO | AUTOZONE INC | $10.6M | 5.38% | 3,325 | Added |
| 13 | HLT | HILTON WORLDWIDE HLDGS INC | $6.7M | 3.41% | 20,350 | Trimmed |
| 14 | PHM | PULTE GROUP INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR