Latest JACKSON HILL ADVISORS, LLC Stock Portfolio
$183Million
Equity Portfolio Value
Last Reported on: 13 May, 2024
About JACKSON HILL ADVISORS, LLC and it’s 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, JACKSON HILL ADVISORS, LLC reported an equity portfolio of $184 Millions as of 31 Mar, 2024.
The top stock holdings of JACKSON HILL ADVISORS, LLC are KKR, AMZN, . The fund has invested 11.1% of it's portfolio in KKR & CO INC and 10.5% of portfolio in AMAZON.COM INC.
The fund managers got completely rid off ADOBE INC (ADBE) stocks. They significantly reduced their stock positions in KKR & CO INC (KKR), AMAZON.COM INC (AMZN) and MASTERCARD INC (MA). JACKSON HILL ADVISORS, LLC opened new stock positions in TOLL BROTHERS INC (TOL). The fund showed a lot of confidence in some stocks as they added substantially to DR HORTON INC (DHI), AUTOZONE INC (AZO) and BROOKFIELD CORP.
The top stock holdings of JACKSON HILL ADVISORS, LLC are KKR, AMZN, . The fund has invested 11.1% of it's portfolio in KKR & CO INC and 10.5% of portfolio in AMAZON.COM INC.
The fund managers got completely rid off ADOBE INC (ADBE) stocks. They significantly reduced their stock positions in KKR & CO INC (KKR), AMAZON.COM INC (AMZN) and MASTERCARD INC (MA). JACKSON HILL ADVISORS, LLC opened new stock positions in TOLL BROTHERS INC (TOL). The fund showed a lot of confidence in some stocks as they added substantially to DR HORTON INC (DHI), AUTOZONE INC (AZO) and BROOKFIELD CORP.
New Buys
| Ticker | $ Bought |
|---|---|
| TOLL BROTHERS INC | 10,576,000 |
New stocks bought by JACKSON HILL ADVISORS, LLC
Additions
| Ticker | % Inc. |
|---|---|
| DR HORTON INC | 148 |
| AUTOZONE INC | 9.78 |
| BROOKFIELD CORP | 6.28 |
Additions to existing portfolio by JACKSON HILL ADVISORS, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| KKR & CO INC | -14.88 |
| AMAZON.COM INC | -11.57 |
| MASTERCARD INC | -10.14 |
| COPART INC | -9.8 |
| ALPHABET INC | -8.5 |
| MICROSOFT CORP | -8.06 |
| LOWE'S COS INC | -4.44 |
| S&P GLOBAL INC | -3.23 |
JACKSON HILL ADVISORS, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| ADOBE INC | -7,755,800 |
JACKSON HILL ADVISORS, LLC got rid off the above stocks
Current Stock Holdings of JACKSON HILL ADVISORS, LLC
Last Reported on: 13 May, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| ADBE | ADOBE INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| AMZN | AMAZON.COM INC | 10.49 | 107,000 | 19,300,700 | REDUCED | -11.57 | |
| AZO | AUTOZONE INC | 8.65 | 5,050 | 15,915,800 | ADDED | 9.78 | |
| CPRT | COPART INC | 7.10 | 225,500 | 13,061,000 | REDUCED | -9.8 | |
| DHI | DR HORTON INC | 8.23 | 92,000 | 15,138,600 | ADDED | 148 | |
| GOOG | ALPHABET INC | 7.57 | 91,500 | 13,931,800 | REDUCED | -8.5 | |
| KKR | KKR & CO INC | 11.10 | 203,000 | 20,417,700 | REDUCED | -14.88 | |
| LOW | LOWE'S COS INC | 8.93 | 64,500 | 16,430,100 | REDUCED | -4.44 | |
| MA | MASTERCARD INC | 8.70 | 33,250 | 16,012,200 | REDUCED | -10.14 | |
| MSFT | MICROSOFT CORP | 6.52 | 28,500 | 11,990,500 | REDUCED | -8.06 | |
| SPGI | S&P GLOBAL INC | 6.94 | 30,000 | 12,763,500 | REDUCED | -3.23 | |
| TOL | TOLL BROTHERS INC | 5.75 | 81,750 | 10,576,000 | NEW | ||
| BROOKFIELD CORP | 10.02 | 440,000 | 18,422,800 | ADDED | 6.28 |