JACKSON HILL ADVISORS, LLC

Hedge Fund • Value

JACKSON HILL ADVISORS, LLC is a Value-focused Hedge Fund based in Houston, TX led by Vincent Scott Soler, managing $211.5M across 14 long positions as of Q3 2025 with 44% Financial Services concentration and 85% concentrated in top 10 holdings.

Managing PartnerVincent Scott Soler

Portfolio Value: $211.5M
Positions: 14
Top Holding: BN at 14.1%
Last Reported: Q3 2025

Address5252 Westchester, Suite 257, Houston, TX, 77005, United States

Top Holdings

Largest long holdings in JACKSON HILL ADVISORS, LLC's portfolio (85.2% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Brookfield BN	Asset Management Financial Services	$29.8M	14.10%	-$2.2M Sold	0.03% 435.0K shares	Q4 2022 Held for 2y 11m
2 Pultegroup PHM	Residential Construction Consumer Cyclical	$23.8M	11.24%	+$1.8M Bought	0.09% 180.0K shares	Q2 2024 Held for 1y 5m
3 Alphabet Inc. GOOG	Internet Content & Information Communication Services	$21.4M	10.13%	-$4.1M Sold	0.00% 88.0K shares	Q1 2022 Held for 3y 8m
4 Amazon AMZN	Specialty Retail Consumer Cyclical	$20.9M	9.86%	-$2.6M Sold	0.00% 95.0K shares	Q4 2021 Held for 3y 11m
5 KKR & Co. KKR	Asset Management Financial Services	$18.1M	8.57%	-$1.8M Sold	0.02% 139.5K shares	Q4 2021 Held for 3y 11m
6 Mastercard MA	Financial - Credit Services Financial Services	$16.9M	8.00%	-$284.4K Sold	0.00% 29.8K shares	Q4 2021 Held for 3y 11m
7 S&P Global SPGI	Financial - Data & Stock Exchanges Financial Services	$15.9M	7.54%	-$851.7K Sold	0.01% 32.8K shares	Q4 2022 Held for 2y 11m
8 Hilton Worldwide HLT	Travel Lodging Consumer Cyclical	$11.4M	5.37%	—	0.02% 43.8K shares	Q2 2025 Held for 5 months
9 AutoZone AZO	Specialty Retail Consumer Cyclical	$11.2M	5.27%	-$5.1M Sold	0.02% 2.6K shares	Q2 2023 Held for 2y 5m
10 Copart CPRT	Auto - Dealerships Consumer Cyclical	$10.7M	5.08%	-$314.8K Sold	0.02% 239.0K shares	Q2 2022 Held for 3y 5m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in JACKSON HILL ADVISORS, LLC's latest filing

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Market Value

$211.5M

Prior: $200.2M

Q/Q Change

+5.68%

+$11.4M

Net Flows % of MV

-1.7%

Turnover Ratio

9.31%

New Purchases

2 stocks

$16.0M

Added To

1 stocks

+$1.8M

Sold Out Of

0 stocks

Reduced Holdings

10 stocks

-$21.5M

Increased Positions

Position	Shares Δ	Change
1 QXO, Inc. QXO	New	0 → 522.0K +$9.9M
2 Brown & Brown BRO	New	0 → 65.0K +$6.1M
3 Pultegroup PHM	+8.43%	166.0K → 180.0K +$1.8M

Decreased Positions

Position	Shares Δ	Change
1 AutoZone AZO	-31.58%	3.8K → 2.6K −$5.1M
2 MSCI MSCI	-30.36%	14.0K → 9.8K −$2.4M
3 Alphabet Inc. GOOG	-16.19%	105.0K → 88.0K −$4.1M
4 Lowe's Companies LOW	-14.75%	45.8K → 39.0K −$1.7M
5 Amazon AMZN	-11.21%	107.0K → 95.0K −$2.6M