Jackson Hill Advisors is an investment fund managing more than $182 billion ran by Scott Soler. There are currently 13 companies in Mr. Soler’s portfolio. The largest investments include KKR & Co. Inc and Amazon.com, together worth $39.5 billion.
As of 5th August 2024, Jackson Hill Advisors’s top holding is 190,000 shares of KKR & Co. Inc currently worth over $20 billion and making up 11.0% of the portfolio value.
Relative to the number of outstanding shares of KKR & Co. Inc, Jackson Hill Advisors owns more than approximately 0.1% of the company.
In addition, the fund holds 100,750 shares of Amazon.com worth $19.5 billion, whose value fell 3.1% in the past six months.
The third-largest holding is Brookfield Corp worth $19.1 billion and the next is Alphabet Inc worth $16.6 billion, with 90,500 shares owned.
Currently, Jackson Hill Advisors's portfolio is worth at least $182 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
The Jackson Hill Advisors office and employees reside in Houston, Texas. According to the last 13-F report filed with the SEC, Scott Soler serves as the CHIEF COMPLIANCE OFFICER at Jackson Hill Advisors.
In the most recent 13F filing, Jackson Hill Advisors revealed that it had opened a new position in
Pulte Group Inc and bought 76,500 shares worth $8.42 billion.
The investment fund also strengthened its position in Brookfield Corp by buying
20,000 additional shares.
This makes their stake in Brookfield Corp total 460,000 shares worth $19.1 billion.
On the other hand, Scott Soler disclosed a decreased stake in KKR & Co. Inc by approximately 0.1%.
This leaves the value of the investment at $20 billion and 190,000 shares.
The two most similar investment funds to Jackson Hill Advisors are Fortress Wealth and Alpha Dna Investment Management. They manage $182 billion and $182 billion respectively.
Jackson Hill Advisors’s portfolio is diversified across 4 sectors.
Currently, their heaviest sector is Consumer Discretionary — making up 35.0% of
the total portfolio value.
The fund focuses on investments in the United States as
76.9% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
69% of the total holdings value.
On the other hand, small-cap stocks make up only approximately 0.1% of the portfolio.
The average market cap of the portfolio companies is close to $370 billion.
These positions were updated on August 12th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| KKR & Co. Inc |
6.40%
190,000
|
$19,995,600,000 | 10.97% |
| Amazon.com Inc. |
5.84%
100,750
|
$19,469,938,000 | 10.68% |
| Brookfield Corp |
4.55%
460,000
|
$19,108,400,000 | 10.48% |
| Alphabet Inc |
1.09%
90,500
|
$16,599,510,000 | 9.10% |
| Autozone Inc. |
No change
5,050
|
$14,968,705,000 | 8.21% |
| Mastercard Incorporated |
No change
33,250
|
$14,668,570,000 | 8.04% |
| Lowes Cos Inc |
3.10%
62,500
|
$13,778,750,000 | 7.56% |
| S&P Global Inc |
No change
30,000
|
$13,380,000,000 | 7.34% |
| Microsoft Corporation |
1.75%
28,000
|
$12,514,600,000 | 6.86% |
| Copart, Inc. |
6.43%
211,000
|
$11,427,760,000 | 6.27% |
| Toll Brothers Inc. |
8.87%
89,000
|
$10,251,020,000 | 5.62% |
| Pulte Group Inc |
Opened
76,500
|
$8,424,850,000 | 4.62% |
| D.R. Horton Inc. |
40.22%
55,000
|
$7,751,150,000 | 4.25% |
| No transactions found | |||
| Showing first 500 out of 13 holdings | |||