Investor Details
| Filer Name: | JACKSON HILL ADVISORS, LLC |
|---|---|
| CIK: | 1911159 |
| Period: | 2024-12-31 |
| Filed At: | 2025-02-11 |
| Number of Holdings: | 11 |
| Portfolio Value: | $0.20B |
Jackson Hill Advisors, Llc Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| BN | US | BROOKFIELD CORP | 530,000 | $30M | 15.37% | 5.8% | - |
| AMZN | US | AMAZON.COM INC | 112,000 | $25M | 12.40% | - | - |
| KKR | US | KKR & CO INC | 154,500 | $23M | 11.54% | -3.4% | - |
| GOOG | US | ALPHABET INC-CL C | 99,000 | $19M | 9.52% | 135.7% | - |
| PHM | US | PULTEGROUP INC | 160,000 | $17M | 8.80% | 59.2% | - |
| MA | US | MASTERCARD INC - A | 31,500 | $17M | 8.37% | -3.1% | - |
| AZO | US | AUTOZONE INC | 4,900 | $16M | 7.92% | - | - |
| SPGI | US | S&P GLOBAL INC | 29,250 | $15M | 7.35% | - | - |
| LOW | US | LOWE'S COS INC | 54,000 | $13M | 6.73% | -10.7% | - |
| TOL | US | TOLL BROTHERS INC | 95,000 | $12M | 6.04% | 9.8% | - |
| CPRT | US | COPART INC | 206,000 | $12M | 5.97% | - | - |