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View AllLatest JACKSON HILL ADVISORS, LLC Stock Portfolio
$162Million
Equity Portfolio Value
Last Reported on: 08 Feb, 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 $162.5 Millions as of 31 Dec, 2023.
The top stock holdings of JACKSON HILL ADVISORS, LLC are KKR, AMZN, . The fund has invested 12.2% of it's portfolio in KKR & CO INC and 11.3% of portfolio in AMAZON COM INC.
They significantly reduced their stock positions in ADOBE INC (ADBE), BROOKFIELD CORP and KKR & CO INC (KKR). JACKSON HILL ADVISORS, LLC opened new stock positions in D R HORTON (DHI). The fund showed a lot of confidence in some stocks as they added substantially to AUTOZONE INC (AZO), LOWES COS INC (LOW) and ALPHABET INC (GOOG).
The top stock holdings of JACKSON HILL ADVISORS, LLC are KKR, AMZN, . The fund has invested 12.2% of it's portfolio in KKR & CO INC and 11.3% of portfolio in AMAZON COM INC.
They significantly reduced their stock positions in ADOBE INC (ADBE), BROOKFIELD CORP and KKR & CO INC (KKR). JACKSON HILL ADVISORS, LLC opened new stock positions in D R HORTON (DHI). The fund showed a lot of confidence in some stocks as they added substantially to AUTOZONE INC (AZO), LOWES COS INC (LOW) and ALPHABET INC (GOOG).
New Buys
| Ticker | $ Bought |
|---|---|
| D R HORTON | 5,623,260 |
New stocks bought by JACKSON HILL ADVISORS, LLC
Additions
| Ticker | % Inc. |
|---|---|
| AUTOZONE INC | 34.31 |
| LOWES COS INC | 8.00 |
| ALPHABET INC | 2.04 |
Additions to existing portfolio by JACKSON HILL ADVISORS, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| ADOBE INC | -29.73 |
| BROOKFIELD CORP | -21.59 |
| KKR & CO INC | -9.66 |
| MICROSOFT CORP | -8.82 |
JACKSON HILL ADVISORS, LLC reduced stake in above stock
Sold off
Current Stock Holdings of JACKSON HILL ADVISORS, LLC
Last Reported on: 08 Feb, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| ADBE | ADOBE INC | 4.77 | 13,000 | 7,755,800 | REDUCED | -29.73 | |
| AMZN | AMAZON COM INC | 11.31 | 121,000 | 18,384,700 | UNCHANGED | 0.00 | |
| AZO | AUTOZONE INC | 7.32 | 4,600 | 11,893,800 | ADDED | 34.31 | |
| CPRT | COPART INC | 7.54 | 250,000 | 12,250,000 | UNCHANGED | 0.00 | |
| DHI | D R HORTON | 3.46 | 37,000 | 5,623,260 | NEW | ||
| GOOG | ALPHABET INC | 8.67 | 100,000 | 14,093,000 | ADDED | 2.04 | |
| KKR | KKR & CO INC | 12.16 | 238,500 | 19,759,700 | REDUCED | -9.66 | |
| LOW | LOWES COS INC | 9.24 | 67,500 | 15,022,100 | ADDED | 8.00 | |
| MA | MASTERCARD INCORPORATED | 9.71 | 37,000 | 15,780,900 | UNCHANGED | 0.00 | |
| MSFT | MICROSOFT CORP | 7.17 | 31,000 | 11,657,200 | REDUCED | -8.82 | |
| SPGI | S&P GLOBAL INC | 8.40 | 31,000 | 13,656,100 | UNCHANGED | 0.00 | |
| BROOKFIELD CORP | 10.22 | 414,000 | 16,609,700 | REDUCED | -21.59 |