JACKSON HILL ADVISORS, LLC

HOUSTON, TX · CIK 1911159 · 13F filing filed 2026-08-04

SEC-registered investment adviser since 2022 · limited liability company

As an employer

$197.4m reported value +2.0% vs Q1 2026

13positions

85.8%in top 10

1 new 7 added 5 reduced 1 sold out vs Q1 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	MASTERCARD INCORPORATED CL A MA	MA	40,000	$20.5m10.41%	10.41%	Added +4.0k	+4,000 11.1%
2	S&P GLOBAL INC COM SPGI	SPGI	50,000	$20.4m10.32%	10.32%	Added +3.5k	+3,500 7.5%
3	AMAZON COM INC COM AMZN	AMZN	75,500	$18.0m9.12%	9.12%	Added +11.5k	+11,500 18.0%
4	TRANSDIGM GROUP INC COM TDG	TDG	13,500	$18.0m9.11%	9.11%	New
5	BROOKFIELD CORP CL A LTD VT SH BN	BN	420,000	$17.9m9.06%	9.06%	Reduced -133.0k	-133,000 -24.1%
6	BOOKING HOLDINGS INC COM BKNG	BKNG	92,500	$16.5m8.35%	8.35%	Added +13.1k	+13,125 16.5%
7	BROWN & BROWN INC COM BRO	BRO	247,250	$15.9m8.04%	8.04%	Added +61.2k	+61,250 32.9%
8	QXO INC COM NEW QXO	QXO	884,000	$15.3m7.74%	7.74%	Reduced -57.0k	-57,000 -6.1%
9	KKR & CO INC COM KKR	KKR	161,500	$14.8m7.51%	7.51%	Reduced -23.5k	-23,500 -12.7%
10	ALPHABET INC CAP STK CL C GOOG	GOOG	34,000	$12.0m6.09%	6.09%	Reduced -11.0k	-11,000 -24.4%
11	COPART INC COM CPRT	CPRT	382,000	$10.8m5.46%	5.46%	Added +12.0k	+12,000 3.2%
12	AUTOZONE INC COM AZO	AZO	3,325	$10.6m5.38%	5.38%	Added +875	+875 35.7%
13	HILTON WORLDWIDE HLDGS INC COM HLT	HLT	20,350	$6.7m3.41%	3.41%	Reduced -14.7k	-14,650 -41.9%

Security	Ticker	Shares held before	Value then
PULTE GROUP INC PHM	PHM	127,000	$14.9m127.0k shares