Jackson Hill Advisors, LLC Portfolio Holdings

Jackson Hill Advisors, LLC

  • $172 Million
  • Q3 2025

Jackson Hill Advisors, LLC has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $172 Million distributed in 14 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Pultegroup Inc with a value of $23.8M, Alphabet Inc. with a value of $21.4M, Amazon Com Inc with a value of $20.9M, Kkr & Co. Inc. with a value of $18.1M, and Mastercard Inc with a value of $16.9M.

Examining the 13F form we can see an increase of $476K in the current position value, from $171M to 172M.

Below you can find more details about Jackson Hill Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $172 Million
Consumer Cyclical: $87.7 Million
Financial Services: $62.6 Million
Communication Services: $21.4 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$27B
$23.8 Million 13.85% of portfolio
180,000
Q3 2025 Added 8.43%
$1.74T
$21.4 Million 12.48% of portfolio
88,000
Q3 2025 Reduced 16.19%
$2.39T
$20.9 Million 12.15% of portfolio
95,000
Q3 2025 Reduced 11.21%
$103B
$18.1 Million 10.56% of portfolio
139,500
Q3 2025 Reduced 9.12%
$512B
$16.9 Million 9.85% of portfolio
29,750
Q3 2025 Reduced 1.65%
$159B
$15.9 Million 9.28% of portfolio
32,750
Q3 2025 Reduced 5.07%
$72.9B
$11.4 Million 6.61% of portfolio
43,750
Q2 2025 New
$73.2B
$11.2 Million 6.49% of portfolio
2,600
Q3 2025 Reduced 31.58%
$9.78B
$10.7 Million 6.26% of portfolio
239,000
Q3 2025 Reduced 2.85%
$140B
$9.8 Million 5.71% of portfolio
39,000
Q3 2025 Reduced 14.75%
$22.8B
$6.1 Million 3.55% of portfolio
65,000
Q3 2025 New
$45.2B
$5.53 Million 3.22% of portfolio
9,750
Q3 2025 Reduced 30.36%
Brookfield Corp
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 6.85%
Qxo Inc
-
$0 0.0% of portfolio
-
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 14
  • Current Value $172 Million
  • Prior Value $171 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 2 stocks
  • Additional Purchases 1 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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