Jackson Hill Advisors, LLC holds a focused book of 13 reported positions worth $197.4M as of Q2 2026 (disclosed Aug 4, 2026, a ~35-day 13F lag). This quarter they opened Transdigm Group Inc and trimmed Brookfield Corp. Their largest long position is Mastercard Inc - A at 10% of the reported non-option book. Cloning the disclosed picks since 2025 would be -5% (-5.5%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 4.2 points over this window.
Growth of $10,000 cloning Jackson Hill Advisors, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~35 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Jackson Hill Advisors, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Partners Value Investments L.P. | 2 / 13 | $7.3B |
| Altarock Partners LP | 4 / 13 | $2.9B |
| Gray Foundation | 2 / 13 | $281.4M |
| Lionstone Capital Management LLC | 5 / 13 | $249.5M |
| Farley Capital L.P. | 2 / 13 | $70.1M |
| Skye Global Management LP | 4 / 13 | $2.8B |
| Bluegrass Capital Partners LP | 4 / 13 | $79.5M |
| Advaya LLP | 2 / 13 | $76.4M |
Ranked by the share of each fund's own book sitting in the names it shares with Jackson Hill Advisors, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Mastercard Incorporated CL A | $20.5M | 40.0K | 10.4% | ▲+11% Added · +4K sh | |
| 2 | S&P Global Inc COM | $20.4M | 50.0K | 10.3% | ▲+7.5% Added · +4K sh | |
| 3 | Amazon Com Inc COM | $18.0M | 75.5K | 9.1% | ▲+18% Added · +12K sh | |
| 4 | Transdigm Group Inc COM | $18.0M | 13.5K | 9.1% | ▲New New position | |
| 5 | Brookfield Corp CL A LTD VT SH | $17.9M | 420.0K | 9.1% | ▼−24% Reduced · −133K sh | |
| 6 | Booking Holdings Inc COM | $16.5M | 92.5K | 8.4% | ▲29× Added · +89K sh | |
| 7 | Brown & Brown Inc COM | $15.9M | 247.3K | 8.0% | ▲+33% Added · +61K sh | |
| 8 | Qxo Inc COM NEW | $15.3M | 884.0K | 7.7% | ▼−6.0% Reduced · −57K sh | |
| 9 | KKR & Co Inc COM | $14.8M | 161.5K | 7.5% | ▼−13% Reduced · −24K sh | |
| 10 | Alphabet Inc CAP STK CL C | $12.0M | 34.0K | 6.1% | ▼−24% Reduced · −11K sh | |
| 11 | Copart Inc COM | $10.8M | 382.0K | 5.5% | ▲+3.2% Added · +12K sh | |
| 12 | Autozone Inc COM | $10.6M | 3.3K | 5.4% | ▲+36% Added · +875 sh | |
| 13 | Hilton Worldwide Hldgs Inc COM | $6.7M | 20.4K | 3.4% | ▼−42% Reduced · −15K sh |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1911159/holdings"
Use Arkolith to show JACKSON HILL ADVISORS, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.