The Analysis of JACKSON HILL ADVISORS, LLC's Holdings & P&L

Currently, JACKSON HILL ADVISORS, LLC holds 13 types of securities in its portfolio with a total value $197.4M. In the most recent quarter, they have increased their positions in TDG (+13.5K shares, valued at $18.0M), BKNG (+89.3K shares, valued at $15.9M), BRO (+61.3K shares, valued at $3.9M); decreased their positions in BN (-133.0K shares, valued at $5.7M), HLT (-14.7K shares, valued at $4.8M), GOOG (-11.0K shares, valued at $3.9M); initiated new positions in TDG (+13.5K shares, valued at $18.0M).

1M P&L

-5.5M-3.39%

3M P&L

+2.9M+1.85%

HY P&L

-4.2M-2.61%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Asset Management32.7M

20.9%

2Internet Retail18.0M

11.5%

3Aerospace & Defense18.0M

11.5%

Top Industries by Stock Count

1Asset Management2 stocks

18.2%

2Internet Content & Information1 stocks

9.1%

3Internet Retail1 stocks

9.1%

Sponsored

KKR KKR & CO INC161.5K shares-12.70%2026-06-302026-08-04

GOOG ALPHABET INC34.0K shares-24.44%2026-06-302026-08-04

CPRT COPART INC382.0K shares3.24%2026-06-302026-08-04

AZO AUTOZONE INC3.3K shares35.71%2026-06-302026-08-04

HLT HILTON WORLDWIDE HLDGS INC20.4K shares-41.86%2026-06-302026-08-04

MASTERCARD INCORPORATED

11.11%

Shares40.0K

Event2026-06-30

Filed2026-08-04

S&P GLOBAL INC

7.53%

Shares50.0K

Event2026-06-30

Filed2026-08-04

AMZN

AMAZON COM INC

17.97%

Shares75.5K

Event2026-06-30

Filed2026-08-04

TDG

TRANSDIGM GROUP INC

New

Shares13.5K

Event2026-06-30

Filed2026-08-04

BROOKFIELD CORP

-24.05%

Shares420.0K

Event2026-06-30

Filed2026-08-04

BKNG

BOOKING HOLDINGS INC

2813.39%

Shares92.5K

Event2026-06-30

Filed2026-08-04

BRO

BROWN & BROWN INC

32.93%

Shares247.3K

Event2026-06-30

Filed2026-08-04

QXO

QXO INC

-6.06%

Shares884.0K

Event2026-06-30

Filed2026-08-04

KKR

KKR & CO INC

-12.70%

Shares161.5K

Event2026-06-30

Filed2026-08-04

GOOG

ALPHABET INC

-24.44%

Shares34.0K

Event2026-06-30

Filed2026-08-04

CPRT

COPART INC

3.24%

Shares382.0K

Event2026-06-30

Filed2026-08-04

AZO

AUTOZONE INC

35.71%

Shares3.3K

Event2026-06-30

Filed2026-08-04

HLT

HILTON WORLDWIDE HLDGS INC

-41.86%

Shares20.4K

Event2026-06-30

Filed2026-08-04

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available