Jackson Hill Advisors, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity securities holdings as of the close of business on September 30, 2026. The filing details the firm's investment portfolio, which consists of 13 separate positions.
The largest holding disclosed in the report is Brookfield Corporation Class A Limited Voting Shares, which the firm holds 352,000 shares. Following this is QXO Inc., a newly disclosed position, with 885,000 shares. The firm also holds significant positions in Booking Holdings Inc., with 82,000 shares, and Copart Inc., with 454,000 shares.
The filing lists the following additional companies in the portfolio:
- Alphabet Inc. Class C Capital Stock (34,000 shares)
- Amazon.com Inc. (76,000 shares)
- AutoZone Inc. (3,600 shares)
- Brown & Brown Inc. (247,250 shares)
- Hilton Worldwide Holdings Inc. (18,500 shares)
- KKR & Co. Inc. (143,000 shares)
- Mastercard Incorporated Class A (36,600 shares)
- S&P Global Inc. (49,000 shares)
- TransDigm Group Inc. (12,850 shares)
The report was signed by Scott Soler, the Chief Compliance Officer for Jackson Hill Advisors, and was filed on November 12, 2026.
