JH
| |
JACKSON HILL ADVISORS, LLC13F | |
| JACKSON HILL ADVISORS, LLC | |
| Last update 2024-11-08 | 13 Stocks (0 new) |
| Value $197.00 Mil | Turnover 4 % |
| Portfolio Report | |
JACKSON HILL ADVISORS, LLC Top Holdings of 2024-09-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BN | Brookfield Corp | 501,000 | 26628.150 | +8.91% | 13.550 | +1.11% | 0.030 | +28.68% | +43.08% | 86369.320 | Asset Management | |
KKR | KKR & Co Inc | 160,000 | 20892.800 | -15.79% | 10.630 | -1.73% | 0.020 | +35.33% | +84.86% | 135188.440 | Asset Management | |
AMZN | Amazon.com Inc | 112,000 | 20868.960 | +11.17% | 10.620 | +1.07% | 0.000 | +25.56% | +37.01% | 2189014.992 | Retail - Cyclical | |
LOW | Lowe's Companies Inc | 60,500 | 16386.430 | -3.20% | 8.340 | -0.24% | 0.010 | +15.20% | +24.13% | 153793.449 | Retail - Cyclical | |
MA | Mastercard Inc | 32,500 | 16048.500 | -2.26% | 8.160 | -0.18% | 0.000 | +15.34% | +23.75% | 481641.010 | Credit Services | |
AZO | AutoZone Inc | 4,900 | 15435.200 | -2.97% | 7.850 | -0.24% | 0.030 | -1.49% | +20.29% | 52574.367 | Retail - Cyclical | |
SPGI | S&P Global Inc | 29,250 | 15111.140 | -2.50% | 7.690 | -0.18% | 0.010 | +3.40% | +14.83% | 156025.046 | Capital Markets | |
PHM | PulteGroup Inc | 100,500 | 14424.770 | +31.37% | 7.340 | +1.75% | 0.050 | +8.81% | +29.20% | 27214.405 | Homebuilding & Construction | |
TOL | Toll Brothers Inc | 86,500 | 13363.390 | -2.81% | 6.800 | -0.16% | 0.090 | +24.61% | +54.46% | 15912.177 | Homebuilding & Construction | |
CPRT | Copart Inc | 206,000 | 10794.400 | -2.37% | 5.490 | -0.15% | 0.020 | +12.06% | +14.55% | 54074.228 | Business Services |
JACKSON HILL ADVISORS, LLC's Historical Top Holdings Breakdowns
JACKSON HILL ADVISORS, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
GOOG | Alphabet Inc | 2024-09-30 | Reduce | -4.88% | 149.54 ($169.25) 192.66 | $179.86 | 6.27% | Reduce -53.59% | 42,000 | -48,500 | |
PHM | PulteGroup Inc | 2024-09-30 | Add | +1.75% | 103.95 ($127.14) 144.98 | $132.70 | 4.37% | Add 31.37% | 100,500 | 24,000 | |
KKR | KKR & Co Inc | 2024-09-30 | Reduce | -1.73% | 104.51 ($118.32) 133.23 | $152.20 | 28.63% | Reduce -15.79% | 160,000 | -30,000 | |
MSFT | Microsoft Corp | 2024-09-30 | Reduce | -1.35% | 395.15 ($427.47) 467.56 | $422.54 | -1.15% | Reduce -19.64% | 22,500 | -5,500 | |
BN | Brookfield Corp | 2024-09-30 | Add | +1.11% | 40.93 ($47.34) 53.42 | $57.09 | 20.60% | Add 8.91% | 501,000 | 41,000 | |
AMZN | Amazon.com Inc | 2024-09-30 | Add | +1.07% | 161.02 ($182.46) 200 | $208.18 | 14.10% | Add 11.17% | 112,000 | 11,250 | |
AZO | AutoZone Inc | 2024-09-30 | Reduce | -0.24% | 2815 ($3070.23) 3212.87 | $3,110.12 | 1.30% | Reduce -2.97% | 4,900 | -150 | |
LOW | Lowe's Companies Inc | 2024-09-30 | Reduce | -0.24% | 213.3 ($242.19) 270.85 | $271.10 | 11.94% | Reduce -3.2% | 60,500 | -2,000 | |
DHI | D.R. Horton Inc | 2024-09-30 | Reduce | -0.23% | 135.21 ($175.74) 197.06 | $168.79 | -3.95% | Reduce -5.45% | 52,000 | -3,000 | |
MA | Mastercard Inc | 2024-09-30 | Reduce | -0.18% | 429.6 ($465.04) 500.99 | $524.76 | 12.84% | Reduce -2.26% | 32,500 | -750 |
JACKSON HILL ADVISORS, LLC Total Holding History ($B)
JACKSON HILL ADVISORS, LLC's Asset Allocation
JACKSON HILL ADVISORS, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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JACKSON HILL ADVISORS, LLC's Hypothetical Growth since 2024-09-30
JACKSON HILL ADVISORS, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
JACKSON HILL ADVISORS, LLC's Holdings Heat Map
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JACKSON HILL ADVISORS, LLC's Holdings Bubble Chart
JACKSON HILL ADVISORS, LLC News
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