JACKSON HILL ADVISORS, LLC
Portfolio value QoQ: +2.0% 13F does not disclose cash
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 16.62% Est. buys $47,188,463 · sells $32,470,599
Median holding: 5.0 quarters Tracked Q1 2025–Q2 2026 · 76.5% still held
Performance vs S&P 500
Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.
Sector breakdown
Full portfolio 13 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| MA | $20,544,000 | 10.41% | 40,000 | $2,556,240 | Up ×2 | ||
| SPGI | $20,363,000 | 10.32% | 50,000 | $584,690 | Up ×3 | ||
| AMZN | $17,994,670 | 9.12% | 75,500 | $4,665,390 | Up ×1 | ||
| TDG | $17,982,540 | 9.11% | 13,500 | Up ×1 | |||
| BN | $17,887,800 | 9.06% | 420,000 | $-4,492,110 | Down ×2 | ||
| BKNG | $16,487,200 | 8.35% | 92,500 | $3,119,434 | Up ×1 | ||
| BRO | $15,861,088 | 8.04% | 247,250 | $3,732,028 | Up ×3 | ||
| QXO | $15,275,520 | 7.74% | 884,000 | $-2,998,700 | Down ×1 | ||
| KKR | $14,822,470 | 7.51% | 161,500 | $-2,290,030 | Down ×1 | ||
| GOOG | $12,013,220 | 6.09% | 34,000 | $-895,480 | Down ×4 | ||
| CPRT | $10,768,580 | 5.46% | 382,000 | $-1,515,420 | Up ×3 | ||
| AZO | $10,626,501 | 5.38% | 3,325 | $2,350,940 | Up ×1 | ||
| HLT | $6,724,861 | 3.41% | 20,350 | $-3,917,939 | Down ×2 | ||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| TDG | $17,982,540 | 13,500 | 9.11% |
Top movers (QoQ)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.