Jackson Hill Advisors, LLC Portfolio Holdings

Jackson Hill Advisors, LLC

  • $171 Million
  • Q2 2025

Jackson Hill Advisors, LLC has filed its 13F form on August 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $171 Million distributed in 12 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Amazon Com Inc with a value of $23.5M, Kkr & Co. Inc. with a value of $20.4M, Alphabet Inc. with a value of $18.6M, S&P Global Inc. with a value of $18.2M, and Pultegroup Inc with a value of $17.5M.

Examining the 13F form we can see an increase of $16.5M in the current position value, from $155M to 171M.

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

Portfolio value $171 Million
Consumer Cyclical: $89 Million
Financial Services: $63.7 Million
Communication Services: $18.6 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$127B
$20.4 Million 11.92% of portfolio
153,500
Q2 2025 Reduced 1.29%
$182B
$18.2 Million 10.62% of portfolio
34,500
Q2 2025 Added 4.55%
$28.1B
$17.5 Million 10.22% of portfolio
166,000
Q2 2025 Added 16.7%
$75.9B
$14.1 Million 8.24% of portfolio
3,800
Q2 2025 Reduced 10.59%
$11.2B
$12.1 Million 7.05% of portfolio
246,000
Q2 2025 Added 19.42%
$72.7B
$11.7 Million 6.8% of portfolio
43,750
Q2 2025 New
$152B
$10.2 Million 5.93% of portfolio
45,750
Q2 2025 Reduced 24.38%
$44B
$8.07 Million 4.71% of portfolio
14,000
Q2 2025 Added 460.0%

Summary

  • Portfolio
  • No. of Stocks 12
  • Current Value $171 Million
  • Prior Value $155 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 07, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 1 stocks
  • Additional Purchases 6 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
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