JH
| |
JACKSON HILL ADVISORS, LLC13F | |
| JACKSON HILL ADVISORS, LLC | |
| Last update 2025-05-13 | 12 Stocks (1 new) |
| Value $183.00 Mil | Turnover 3 % |
JACKSON HILL ADVISORS, LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BN | Brookfield Corp | 533,000 | 27,934.5 | +0.57% | 15.290 | +0.09% | 0.030 | +28.55% | +10.61% | 97,342.1 | Asset Management | |
AMZN | Amazon.com Inc | 100,750 | 19,168.7 | -10.04% | 10.490 | -1.25% | 0.000 | +26.04% | +3.17% | 2,403,011.4 | Retail - Cyclical | |
KKR | KKR & Co Inc | 155,500 | 17,977.4 | +0.65% | 9.840 | +0.06% | 0.020 | +31.85% | -6.97% | 122,205.0 | Asset Management | |
MA | Mastercard Inc | 31,250 | 17,128.8 | -0.79% | 9.370 | -0.07% | 0.000 | +6.52% | +4.98% | 499,772.1 | Credit Services | |
SPGI | S&P Global Inc | 33,000 | 16,767.3 | +12.82% | 9.180 | +1.04% | 0.010 | +11.16% | +5.25% | 160,174.3 | Capital Markets | |
GOOG | Alphabet Inc | 104,000 | 16,247.9 | +5.05% | 8.890 | +0.43% | 0.000 | +15.53% | -3.63% | 2,214,529.6 | Interactive Media | |
AZO | AutoZone Inc | 4,250 | 16,204.3 | -13.27% | 8.870 | -1.05% | 0.030 | +1.81% | +15.46% | 61,845.1 | Vehicles & Parts | |
PHM | PulteGroup Inc | 142,250 | 14,623.3 | -11.09% | 8.000 | -0.98% | 0.070 | +14.18% | -0.40% | 21,646.1 | Homebuilding & Construction | |
LOW | Lowe's Companies Inc | 60,500 | 14,110.4 | +12.04% | 7.720 | +0.83% | 0.010 | -1.98% | -12.04% | 120,499.7 | Retail - Cyclical | |
CPRT | Copart Inc | 206,000 | 11,657.5 | 0% | 6.380 | 0% | 0.020 | -24.07% | -20.02% | 44,382.4 | Business Services |
JACKSON HILL ADVISORS, LLC's Historical Top Holdings Breakdowns
JACKSON HILL ADVISORS, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
AMZN | Amazon.com Inc | 2025-03-31 | Reduce Reduce | -1.25% | 190.26 ($217) 242.06 | $226.35 | 4.31% | Reduce -10.04% | 100,750 | -11,250 | |
AZO | AutoZone Inc | 2025-03-31 | Reduce Reduce | -1.05% | 3193.96 ($3450.47) 3828.11 | $3,696.94 | 7.14% | Reduce -13.27% | 4,250 | -650 | |
SPGI | S&P Global Inc | 2025-03-31 | Add Add | +1.04% | 478.26 ($510.97) 543.77 | $522.28 | 2.21% | Add 12.82% | 33,000 | 3,750 | |
PHM | PulteGroup Inc | 2025-03-31 | Reduce Reduce | -0.98% | 101.09 ($108.01) 118.51 | $108.00 | -0.01% | Reduce -11.09% | 142,250 | -17,750 | |
LOW | Lowe's Companies Inc | 2025-03-31 | Add Add | +0.83% | 222.66 ($246.05) 268.42 | $215.01 | -12.62% | Add 12.04% | 60,500 | 6,500 | |
MSCI | MSCI Inc | 2025-03-31 | New Buy New Buy | +0.77% | 541.46 ($581.29) 628.34 | $563.13 | -3.12% | New holding | 2,500 | 2,500 | |
GOOG | Alphabet Inc | 2025-03-31 | Add Add | +0.43% | 156.06 ($183.12) 207.71 | $183.10 | -0.01% | Add 5.05% | 104,000 | 5,000 | |
TOL | Toll Brothers Inc | 2025-03-31 | Reduce Reduce | -0.32% | 103.02 ($120.06) 140.69 | $113.78 | -5.23% | Reduce -5.26% | 90,000 | -5,000 | |
BN | Brookfield Corp | 2025-03-31 | Add Add | +0.09% | 48.64 ($56.7) 62.05 | $63.33 | 11.69% | Add 0.57% | 533,000 | 3,000 | |
MA | Mastercard Inc | 2025-03-31 | Reduce Reduce | -0.07% | 504.67 ($544.39) 576.31 | $550.36 | 1.10% | Reduce -0.79% | 31,250 | -250 |
JACKSON HILL ADVISORS, LLC Total Holding History ($B)
JACKSON HILL ADVISORS, LLC's Asset Allocation
JACKSON HILL ADVISORS, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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JACKSON HILL ADVISORS, LLC's Hypothetical Growth since 2025-03-31
JACKSON HILL ADVISORS, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
JACKSON HILL ADVISORS, LLC's Holdings Heat Map
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JACKSON HILL ADVISORS, LLC's Holdings Bubble Chart
JACKSON HILL ADVISORS, LLC News
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