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JACKSON HILL ADVISORS, LLC

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13F filer, CIK 1911159, HOUSTON, TX

JACKSON HILL ADVISORS, LLC reported $182,736,970 across 12 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-13. Its ten largest share positions make up 94.03% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001420506-25-001002

Period
2025-03-31
Reported value
$183M
Holdings
12
Top 10 weight
94.03%
New
1
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SPGIadded+3,750$1.91M
LOWadded+6,500$1.52M
MSCInew+2,500$1.41M
GOOGadded+5,000$781K
BNadded+3,000$157K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
AZOreduced-650-$2.48M
AMZNreduced-11,250-$2.14M
PHMreduced-17,750-$1.82M
TOLreduced-5,000-$528K
MAreduced-250-$137K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0001420506-25-001002, largest first. % of portfolio is the value over $182,736,970, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
BNBROOKFIELD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 501,000 shares; 2024Q4: 530,000 shares; 2025Q1: 533,000 shares 533,000$27.9M15.29%+3,000Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,000 shares; 2024Q4: 112,000 shares; 2025Q1: 100,750 shares 100,750$19.2M10.49%-11,250Timeline
KKRKKR & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,000 shares; 2024Q4: 154,500 shares; 2025Q1: 155,500 shares 155,500$18M9.84%+1,000Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,500 shares; 2024Q4: 31,500 shares; 2025Q1: 31,250 shares 31,250$17.1M9.37%-250Timeline
SPGIS&P GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,250 shares; 2024Q4: 29,250 shares; 2025Q1: 33,000 shares 33,000$16.8M9.18%+3,750Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,000 shares; 2024Q4: 99,000 shares; 2025Q1: 104,000 shares 104,000$16.2M8.89%+5,000Timeline
AZOAUTOZONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,900 shares; 2024Q4: 4,900 shares; 2025Q1: 4,250 shares 4,250$16.2M8.87%-650Timeline
PHMPULTE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,500 shares; 2024Q4: 160,000 shares; 2025Q1: 142,250 shares 142,250$14.6M8%-17,750Timeline
LOWLOWES COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,500 shares; 2024Q4: 54,000 shares; 2025Q1: 60,500 shares 60,500$14.1M7.72%+6,500Timeline
CPRTCOPART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 206,000 shares; 2024Q4: 206,000 shares; 2025Q1: 206,000 shares 206,000$11.7M6.38%0Timeline
TOLTOLL BROTHERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,500 shares; 2024Q4: 95,000 shares; 2025Q1: 90,000 shares 90,000$9.5M5.2%-5,000Timeline
MSCIMSCI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,500 shares 2,500$1.41M0.77%newTimeline

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001420506-25-001002 base2025-05-13acceptance time not in the bulk data set