The Analysis of JACKSON HILL ADVISORS, LLC's Holdings

Currently, JACKSON HILL ADVISORS, LLC holds 14 types of securities in its portfolio with a total value $211.5M. In the most recent quarter, they have increased their positions in QXO (+522.0K shares, valued at $9.9M), BRO (+65.0K shares, valued at $6.1M), PHM (+14.0K shares, valued at $1.8M); decreased their positions in AZO (-1.2K shares, valued at $5.1M), GOOG (-17.0K shares, valued at $4.1M), AMZN (-12.0K shares, valued at $2.6M); initiated new positions in QXO (+522.0K shares, valued at $9.9M), BRO (+65.0K shares, valued at $6.1M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BN BROOKFIELD CORP435.0K shares-6.85%2025-09-302025-11-12

PHM PULTE GROUP INC180.0K shares8.43%2025-09-302025-11-12

GOOG ALPHABET INC88.0K shares-16.19%2025-09-302025-11-12

AMZN AMAZON COM INC95.0K shares-11.21%2025-09-302025-11-12

KKR KKR & CO INC139.5K shares-9.12%2025-09-302025-11-12

MA MASTERCARD INCORPORATED29.8K shares-1.65%2025-09-302025-11-12

SPGI S&P GLOBAL INC32.8K shares-5.07%2025-09-302025-11-12

HLT HILTON WORLDWIDE HLDGS INC43.8K shares0.00%2025-09-302025-11-12

Sponsored

AZO AUTOZONE INC2.6K shares-31.58%2025-09-302025-11-12

CPRT COPART INC239.0K shares-2.85%2025-09-302025-11-12

QXO QXO INC522.0K sharesnew addition2025-09-302025-11-12

LOW LOWES COS INC39.0K shares-14.75%2025-09-302025-11-12

BRO BROWN & BROWN INC65.0K sharesnew addition2025-09-302025-11-12

MSCI MSCI INC9.8K shares-30.36%2025-09-302025-11-12

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available