StockDriftsStockDriftsTop 13 Jackson Hill Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BN | BROOKFIELD CORP | 11.57% | 553.0K | $22.4M | -14.26%(-92.00K) | $23.73(+83.05%) | 2026-03-31 | |
| SPGI | S&P GLOBAL INC | 10.23% | 46.5K | $19.8M | +19.23%(+7.50K) | $390.95(+12.52%) | 2026-03-31 | |
| QXO | QXO INC | 9.45% | 941.0K | $18.3M | +0.00%(+0) | $19.80(-18.13%) | 2026-03-31 | |
| MA | MASTERCARD INCORPORATED | 9.3% | 36.0K | $18.0M | +21.01%(+6.25K) | $385.06(+40.08%) | 2026-03-31 | |
| KKR | KKR & CO INC | 8.85% | 185.0K | $17.1M | +30.28%(+43.00K) | $77.82(+20.59%) | 2026-03-31 | |
| PHM | PULTE GROUP INC | 7.72% | 127.0K | $14.9M | +3.67%(+4.50K) | $118.58(+12.72%) | 2026-03-31 | |
| BKNG | BOOKING HOLDINGS INC | 6.91% | 3.2K | $13.4M | new | $191.31(-3.53%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 6.89% | 64.0K | $13.3M | -35.03%(-34.50K) | $162.08(+49.72%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 6.67% | 45.0K | $12.9M | -48.42%(-42.25K) | $161.02(+121.20%) | 2026-03-31 | |
| CPRT | COPART INC | 6.35% | 370.0K | $12.3M | +9.14%(+31.00K) | $35.40(-15.23%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +18.48% | +66.31% |
| Top 20 Holdings Unweighted | +17.13% | +60.72% |
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