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 $193.4M. In the most recent quarter, they have increased their positions in BKNG (+3.2K shares, valued at $13.4M), N/A (+43.0K shares, valued at $4.0M), SPGI (+7.5K shares, valued at $3.2M); decreased their positions in N/A (-42.3K shares, valued at $12.1M), AMZN (-34.5K shares, valued at $7.2M), BN (-92.0K shares, valued at $3.7M); initiated new positions in BKNG (+3.2K shares, valued at $13.4M).

1M P&L

-9.3M-5.33%

3M P&L

-12.3M-6.95%

HY P&L

-17.1M-9.38%

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 Management22.4M

13.7%

2Financial Data & Stock Exchanges19.8M

12.1%

3Software - Application18.3M

11.2%

Top Industries by Stock Count

1Internet Retail1 stocks

9.1%

2Auto Parts1 stocks

9.1%

3Travel Services1 stocks

9.1%

Sponsored

ALPHABET INC ALPHABET INC45.0K shares-48.42%2026-03-312026-05-08

CPRT COPART INC370.0K shares9.14%2026-03-312026-05-08

BRO BROWN & BROWN INC186.0K shares9.41%2026-03-312026-05-08

HLT HILTON WORLDWIDE HLDGS INC35.0K shares-20.00%2026-03-312026-05-08

AZO AUTOZONE INC2.5K shares-2.00%2026-03-312026-05-08

BROOKFIELD CORP

-14.26%

Shares553.0K

Event2026-03-31

Filed2026-05-08

SPGI

S&P GLOBAL INC

19.23%

Shares46.5K

Event2026-03-31

Filed2026-05-08

QXO

QXO INC

0.00%

Shares941.0K

Event2026-03-31

Filed2026-05-08

MASTERCARD INCORPORATED

21.01%

Shares36.0K

Event2026-03-31

Filed2026-05-08

KKR & CO INC

30.28%

Shares185.0K

Event2026-03-31

Filed2026-05-08

PHM

PULTE GROUP INC

3.67%

Shares127.0K

Event2026-03-31

Filed2026-05-08

BKNG

BOOKING HOLDINGS INC

New

Shares3.2K

Event2026-03-31

Filed2026-05-08

AMZN

AMAZON COM INC

-35.03%

Shares64.0K

Event2026-03-31

Filed2026-05-08

ALPHABET INC

-48.42%

Shares45.0K

Event2026-03-31

Filed2026-05-08

CPRT

COPART INC

9.14%

Shares370.0K

Event2026-03-31

Filed2026-05-08

BRO

BROWN & BROWN INC

9.41%

Shares186.0K

Event2026-03-31

Filed2026-05-08

HLT

HILTON WORLDWIDE HLDGS INC

-20.00%

Shares35.0K

Event2026-03-31

Filed2026-05-08

AZO

AUTOZONE INC

-2.00%

Shares2.5K

Event2026-03-31

Filed2026-05-08

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available

JACKSON HILL ADVISORS, LLC Institutional Holdings, Portfolio & P&L — TradeFomo