Jackson Hill Advisors
Jackson Hill Advisors reported 13 stocks worth $197M in its 13F filing for Q2 2026, filed Aug 4, 2026. Its largest holdings are MA (10.4%), SPGI (10.3%) and AMZN (9.1%). Compared with Q1 2026, the fund opened new positions in TDG, added to MA, SPGI and AMZN, trimmed BN, QXO and KKR and sold out of PHM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  MA Mastercard Incorporated | $20.5M | 10.4% | 40K | +4,000 (+11%) | 8 of 8 | |
| 2 |  SPGI S&P Global Inc | $20.4M | 10.3% | 50K | +3,500 (+8%) | 8 of 8 | |
| 3 |  AMZN Amazon Com Inc | $18M | 9.1% | 76K | +12K (+18%) | 8 of 8 | |
| 4 |  TDG Transdigm Group Inc | $18M | 9.1% | 14K | New position | 1 of 8 | |
| 5 |  BN Brookfield Corp Fclass A | $17.9M | 9.1% | 420K | −133K (−24%) | 8 of 8 | |
| 6 |  BKNG Booking Hldgs Inc | $16.5M | 8.3% | 93K | +89K (+2813%) | 2 of 8 | |
| 7 |  BRO Brown & Brown Inc | $15.9M | 8.0% | 247K | +61K (+33%) | 4 of 8 | |
| 8 |  QXO Qxo Inc | $15.3M | 7.7% | 884K | −57K (−6%) | 4 of 8 | |
| 9 |  KKR KKR & Co Inc | $14.8M | 7.5% | 162K | −24K (−13%) | 8 of 8 | |
| 10 |  GOOG Alphabet Inc | $12M | 6.1% | 34K | −11K (−24%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 PHM Pulte Group Inc | $14.9M | 127K |
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 4, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Jackson Hill Advisors 13F FAQ
What does Jackson Hill Advisors own?
Jackson Hill Advisors reported 13 stocks worth $197M in its 13F filing for Q2 2026, filed Aug 4, 2026. Its largest holdings are MA (10.4%), SPGI (10.3%) and AMZN (9.1%). The table above lists every position in the filing (the top 10 without an account).
What did Jackson Hill Advisors buy and sell in Q2 2026?
Compared with Q1 2026: 1 new positions, 7 added to, 5 trimmed and 1 sold out. New positions include TDG. It sold all of PHM.
When will Jackson Hill Advisors file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Jackson Hill Advisors's portfolio worth?
The Q2 2026 filing reports $197M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.