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JACKSON HILL ADVISORS, LLC

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13F filer, CIK 1911159, HOUSTON, TX

JACKSON HILL ADVISORS, LLC reported $193,406,337 across 13 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-08. Its ten largest share positions make up 83.95% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001420506-26-000877

Period
2026-03-31
Reported value
$193M
Holdings
13
Top 10 weight
83.95%
New
1
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
BKNGnew+3,175$13.4M
KKRadded+43,000$3.98M
SPGIadded+7,500$3.19M
MAadded+6,250$3.12M
BROadded+16,000$1.04M

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
GOOGreduced-42,250-$12.1M
AMZNreduced-34,500-$7.19M
BNreduced-92,000-$3.72M
HLTreduced-8,750-$2.66M
AZOreduced-50-$169K

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 2026

Share positions as resolved from 13F-HR 0001420506-26-000877, largest first. % of portfolio is the value over $193,406,337, 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; 2024Q2: restricted; 2024Q3: 501,000 shares; 2024Q4: 530,000 shares; 2025Q1: 533,000 shares; 2025Q2: 467,000 shares; 2025Q3: 435,000 shares; 2025Q4: 645,000 shares; 2026Q1: 553,000 shares 553,000$22.4M11.57%-92,000Timeline
SPGIS&P GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,250 shares; 2024Q4: 29,250 shares; 2025Q1: 33,000 shares; 2025Q2: 34,500 shares; 2025Q3: 32,750 shares; 2025Q4: 39,000 shares; 2026Q1: 46,500 shares 46,500$19.8M10.23%+7,500Timeline
QXOQXO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 522,000 shares; 2025Q4: 941,000 shares; 2026Q1: 941,000 shares 941,000$18.3M9.45%0Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,500 shares; 2024Q4: 31,500 shares; 2025Q1: 31,250 shares; 2025Q2: 30,250 shares; 2025Q3: 29,750 shares; 2025Q4: 29,750 shares; 2026Q1: 36,000 shares 36,000$18M9.3%+6,250Timeline
KKRKKR & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 160,000 shares; 2024Q4: 154,500 shares; 2025Q1: 155,500 shares; 2025Q2: 153,500 shares; 2025Q3: 139,500 shares; 2025Q4: 142,000 shares; 2026Q1: 185,000 shares 185,000$17.1M8.85%+43,000Timeline
PHMPULTE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,500 shares; 2024Q4: 160,000 shares; 2025Q1: 142,250 shares; 2025Q2: 166,000 shares; 2025Q3: 180,000 shares; 2025Q4: 122,500 shares; 2026Q1: 127,000 shares 127,000$14.9M7.72%+4,500Timeline
BKNGBOOKING HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,175 shares 3,175$13.4M6.91%newTimeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112,000 shares; 2024Q4: 112,000 shares; 2025Q1: 100,750 shares; 2025Q2: 107,000 shares; 2025Q3: 95,000 shares; 2025Q4: 98,500 shares; 2026Q1: 64,000 shares 64,000$13.3M6.89%-34,500Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,000 shares; 2024Q4: 99,000 shares; 2025Q1: 104,000 shares; 2025Q2: 105,000 shares; 2025Q3: 88,000 shares; 2025Q4: 87,250 shares; 2026Q1: 45,000 shares 45,000$12.9M6.67%-42,250Timeline
CPRTCOPART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 206,000 shares; 2024Q4: 206,000 shares; 2025Q1: 206,000 shares; 2025Q2: 246,000 shares; 2025Q3: 239,000 shares; 2025Q4: 339,000 shares; 2026Q1: 370,000 shares 370,000$12.3M6.35%+31,000Timeline
BROBROWN & BROWN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 65,000 shares; 2025Q4: 170,000 shares; 2026Q1: 186,000 shares 186,000$12.1M6.27%+16,000Timeline
HLTHILTON WORLDWIDE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 43,750 shares; 2025Q3: 43,750 shares; 2025Q4: 43,750 shares; 2026Q1: 35,000 shares 35,000$10.6M5.5%-8,750Timeline
AZOAUTOZONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,900 shares; 2024Q4: 4,900 shares; 2025Q1: 4,250 shares; 2025Q2: 3,800 shares; 2025Q3: 2,600 shares; 2025Q4: 2,500 shares; 2026Q1: 2,450 shares 2,450$8.28M4.28%-50Timeline

How Q1 2026 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 0001420506-26-000877 base2026-05-08acceptance time not in the bulk data set