Jackson Brooke LLC

Fundamental diversified ★Signal financials specialist (100%) CIK 2125215
Long book
$92.3M
Q1 2026
Positions
1
Top-10 weight
100%
concentration
Last quarter
+3.6%
SPY +14.8%
Turnover
of book per quarter

Strategy in plain words

auto-generated from filings

Jackson Brooke LLC is a diversified fundamental manager, specialised in financials (100% of the long book), running a $92.3M US long book across 1 positions.

The portfolio is extremely concentrated — the top 10 positions are almost the whole book. Current anchor positions: TPG INC.

We rate its filings as signal-bearing: position changes reflect genuine views.

Sector allocation

Financials
100%

Long book by quarter

$92.3M
Q1 2026

What does Jackson Brooke own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
TPG TPG INCFinancials2.3M$92.3M100.0%Held

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 12, 20261$92.3M canonicalSEC ↗