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CIK: 0001911159
Total reported value
$197.4M
$197.4M
12 檔
59.9%
According to the latest 13F quarterly dataset, Jackson Hill Advisors, LLC managed an equity portfolio of $197.4M at the end of Q4 2025, spanning 12 distinct U.S. exchange-listed positions.
During Q4 2025, Jackson Hill Advisors, LLC performed routine portfolio adjustments (0 new buys, 7 additions, 3 trims, and 2 full exits), keeping overall allocation balanced.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BN | Brookfield CORP | Stock-Financials | 13.73% | -2.51% | +48.28% | |
| 2 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 12.70% | -0.58% | -0.85% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 10.55% | +2.23% | +3.68% | |
| 4 | SPGI | S&p Global Inc | Stock-Financials | 9.45% | +0.09% | +19.08% | |
| 5 | QXO | Qxo Inc | Stock-Industrials | 8.42% | -1.71% | +80.27% | |
| 6 | KKR | Kkr & Co Inc | Stock-Financials | 8.40% | -1.34% | +1.79% | |
| 7 | MA | Mastercard Inc - A | Stock-Financials | 7.88% | +1.11% | — | |
| 8 | PHM | Pultegroup Inc | Stock-Consumer Disc | 6.66% | -7.72% | EXIT | |
| 9 | BRO | Brown & Brown Inc | Stock-Financials | 6.29% | +1.77% | +161.54% | |
| 10 | CPRT | Copart Inc | Stock-Industrials | 6.16% | -0.89% | +41.84% | |
| 11 | HLT | Hilton Worldwide Holdings In | Stock-Consumer Disc | 5.83% | -2.09% | — | |
| 12 | AZO | Autozone Inc | Stock-Consumer Disc | 3.93% | +1.10% | -3.85% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | QXO | Qxo Inc | +3.7% | +80.27% | Add |
| 2 | BRO | Brown & Brown Inc | +3.4% | +161.54% | Add |
| 3 | GOOG | Alphabet Inc-cl C | +2.6% | -0.85% | Trim |
| 4 | SPGI | S&p Global Inc | +1.9% | +19.08% | Add |
| 5 | CPRT | Copart Inc | +1.1% | +41.84% | Add |
| 6 | AMZN | Amazon.com Inc | +0.7% | +3.68% | Add |
| 7 | HLT | Hilton Worldwide Holdings In | +0.5% | — | Unchanged |
| 8 | MA | Mastercard Inc - A | -0.1% | — | Unchanged |
| 9 | KKR | Kkr & Co Inc | -0.2% | +1.79% | Add |
| 10 | BN | Brookfield CORP | -0.4% | +48.28% | Add |
| 11 | AZO | Autozone Inc | -1.3% | -3.85% | Trim |
| 12 | PHM | Pultegroup Inc | -4.6% | -31.94% | Trim |
| 13 | LOW | Lowe's Cos Inc | — | EXIT | Sold out |
| 14 | MSCI | Msci Inc | — | EXIT | Sold out |
According to official SEC Form 13F filings, Jackson Hill Advisors, LLC reported a total U.S. public equity portfolio value of $197.4M across 12 disclosed positions in Q4 2025.
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In terms of portfolio concentration, the top 5 core holdings (including BN, GOOG, AMZN) accounted for 59.9% of total reported equity market value during Q4 2025.
Top Position Liquidated / Trimmed
LOW
前期市值: $9.8M
During Q4 2025, Jackson Hill Advisors, LLC's top holdings by market value included BN (13.7%)、GOOG (12.7%)、AMZN (10.6%). The largest single position, BN, represented 13.7% of total portfolio value.
In Q4 2025, Jackson Hill Advisors, LLC made 12 total portfolio adjustments, initiating 0 new buys, adding to 7 positions, trimming 3 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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