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Jackson Hill Advisors, LLC

CIK:0001911159
Investment Adviser
$200M AUM
12 holdings
Houston, TX, United States
Founded:2016
3 employees
Latest filing:Jun 30, 2025

Jackson Hill Advisors, LLC is a Texas-based investment advisory firm headquartered in Houston. Founded in 2016, it is led by principal owner Scott Soler. The firm has 3 employees and manages portfolios primarily for pooled investment vehicles. Jackson Hill Advisors is registered with the SEC and manages nearly $200 million in assets for its clients, focusing on sophisticated institutional investors and funds.

Investment Strategy

The firm's investment approach centers around the management of pooled investment vehicles, with a strong focus on publicly-traded securities. Its portfolio demonstrates a concentration in large-cap equities, including significant holdings in companies such as Brookfield Corporation, Amazon, KKR, Alphabet, and Mastercard. Jackson Hill Advisors utilizes discretionary management for its clients, building targeted equity positions that reflect macro trends and specific sector opportunities in the U.S. market.

Top Buys
H
HLTHILTON WORLDWIDE HLDGS INC
+$11.7M
M
MSCIMSCI INC
+$6.7M
A
AMZNAMAZON COM INC
+$4.3M
P
PHMPULTE GROUP INC
+$2.9M
K
KKRKKR & CO INC
+$2.4M
Top Sells
T
TOLTOLL BROTHERS INC
-$9.5M
L
LOWLOWES COS INC
-$4.0M
P
PHMPULTE GROUP INC
+$2.9M
K
KKRKKR & CO INC
+$2.4M
G
GOOGALPHABET INC
+$2.4M

Top Holdings

B
BNBROOKFIELD CORP
+14.4%$28.9M
A
AMZNAMAZON COM INC
+11.7%$23.5M
K
KKRKKR & CO INC
+10.2%$20.4M
G
GOOGALPHABET INC
+9.3%$18.6M
S
SPGIS&P GLOBAL INC
+9.1%$18.2M

Equity Positions (12)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
B
BN
BROOKFIELD CORP14.43%$28.9M467,000$35.68$61.85+$949.4K
A
AMZN
AMAZON COM INC11.73%$23.5M107,000$161.28$219.39+$4.3M
K
KKR
KKR & CO INC10.20%$20.4M153,500$72.84$133.03+$2.4M
G
GOOG
ALPHABET INC9.31%$18.6M105,000$165.42$177.39+$2.4M
S
SPGI
S&P GLOBAL INC9.09%$18.2M34,500$364.38$527.29+$1.4M

Industry Allocation

SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+18.6%
OPEATORS OF NONRESIDENTIAL BUILDINGS
+14.4%
SERVICES-BUSINESS SERVICES, NEC
+12.5%
RETAIL-CATALOG & MAIL-ORDER HOUSES
+11.7%
INVESTMENT ADVICE
+10.2%