Jackson Hill Advisors as of Dec. 31, 2023
Portfolio Holdings for Jackson Hill Advisors
Jackson Hill Advisors holds 12 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Kkr & Co (KKR) | 12.2 | $20M | 239k | 82.85 | |
| Amazon (AMZN) | 11.3 | $18M | 121k | 151.94 | |
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 10.2 | $17M | 414k | 40.12 | |
| Mastercard Incorporated Cl A (MA) | 9.7 | $16M | 37k | 426.51 | |
| Lowe's Companies (LOW) | 9.2 | $15M | 68k | 222.55 | |
| Alphabet Cap Stk Cl C (GOOG) | 8.7 | $14M | 100k | 140.93 | |
| S&p Global (SPGI) | 8.4 | $14M | 31k | 440.52 | |
| Copart (CPRT) | 7.5 | $12M | 250k | 49.00 | |
| AutoZone (AZO) | 7.3 | $12M | 4.6k | 2585.61 | |
| Microsoft Corporation (MSFT) | 7.2 | $12M | 31k | 376.04 | |
| Adobe Systems Incorporated (ADBE) | 4.8 | $7.8M | 13k | 596.60 | |
| D.R. Horton (DHI) | 3.5 | $5.6M | 37k | 151.98 |
