$142 Million is the total value of JACKSON HILL ADVISORS, LLC's 11 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
LOW | LOWES COS | $14,106,250 | +12.9% | 62,500 | 0.0% | 9.91% | -1.5% | |
CPRT | COPART | $11,720,485 | +21.3% | 128,500 | 0.0% | 8.23% | +5.8% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-08-03
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
AMAZON COM INC | 8 | Q3 2023 | 14.2% |
KKR & CO INC | 8 | Q3 2023 | 13.5% |
MASTERCARD INCORPORATED CL A | 8 | Q3 2023 | 12.7% |
LOWES COS INC | 8 | Q3 2023 | 13.1% |
ALPHABET INC | 7 | Q3 2023 | 12.5% |
MICROSOFT CORP | 7 | Q3 2023 | 10.7% |
COPART INC | 6 | Q3 2023 | 8.2% |
ADOBE SYSTEMS INCORPORATED | 5 | Q3 2023 | 9.9% |
ETSY INC | 5 | Q4 2022 | 10.3% |
BROOKFIELD ASSET MGMT INC | 4 | Q3 2022 | 12.7% |
View JACKSON HILL ADVISORS, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-05-13 |
13F-HR | 2024-02-08 |
13F-HR | 2023-11-06 |
13F-HR | 2023-08-03 |
13F-HR | 2023-05-03 |
13F-HR/A | 2023-02-13 |
13F-HR/A | 2023-02-06 |
13F-HR | 2023-01-25 |
13F-HR/A | 2022-11-01 |
13F-HR | 2022-10-28 |
View JACKSON HILL ADVISORS, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.