Hunter Perkins Capital Management, LLC
CIK: 0001808919Latest portfolio: $432.4M · Q4 2025
Holdings
116
Total Value
$432.4M
New Positions
7
Closed Positions
5
Top Holdings
View All 116 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | BRK/BBERKSHIRE HATHAWAY INC DEL | 51,603 | $25.9M | 6.00% | -913 | |
| 2 | LHLABCORP HOLDINGS INC | 96,106 | $24.1M | 5.58% | -8,488 | |
| 3 | CASYCASEYS GEN STORES INC | 42,022 | $23.2M | 5.37% | -9,218 | |
| 4 | ELSEQUITY LIFESTYLE PPTYS INC | 346,633 | $21.2M | 4.90% | +7K | |
| 5 | GOOGLALPHABET INC | 65,033 | $20.4M | 4.71% | -7,461 | |
| 6 | ADIANALOG DEVICES INC | 43,748 | $11.9M | 2.74% | -5,444 | |
| 7 | CBCHUBB LIMITED | 36,347 | $11.4M | 2.63% | -1,889 | |
| 8 | MRKMERCK & CO INC | 102,496 | $10.9M | 2.51% | -10,315 | |
| 9 | BKHBLACK HILLS CORP | 140,509 | $9.8M | 2.26% | -12,030 | |
| 10 | TFCTRUIST FINL CORP | 197,259 | $9.7M | 2.24% | -5,840 | |
| 11 | JBSSSANFILIPPO JOHN B & SON INC | 136,183 | $9.6M | 2.22% | -9,605 | |
| 12 | PBPROSPERITY BANCSHARES INC | 134,193 | $9.4M | 2.16% | -24,954 | |
| 13 | REGNREGENERON PHARMACEUTICALS | 10,887 | $8.4M | 1.94% | -729 | |
| 14 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 27,406 | $8.3M | 1.93% | -8,589 | |
| 15 | GDGENERAL DYNAMICS CORP | 24,438 | $8.2M | 1.90% | -1,097 | |
| 16 | EOGEOG RES INC | 67,896 | $7.1M | 1.65% | +6K | |
| 17 | AFWALIGN TECHNOLOGY INC | 43,842 | $6.8M | 1.58% | +35K | |
| 18 | JNJJOHNSON & JOHNSON | 31,489 | $6.5M | 1.51% | -22,056 | |
| 19 | COLBCOLUMBIA BKG SYS INC | 227,096 | $6.3M | 1.47% | -16,170 | |
| 20 | WBSWEBSTER FINL CORP | 99,379 | $6.3M | 1.45% | -16,330 | |
| 21 | JPMJPMORGAN CHASE & CO. | 19,285 | $6.2M | 1.44% | -2,542 | |
| 22 | ELVELEVANCE HEALTH INC FORMERLY | 16,598 | $5.8M | 1.35% | -3,983 | |
| 23 | HIGHARTFORD INSURANCE GROUP INC | 41,229 | $5.7M | 1.32% | -13,373 | |
| 24 | WECWEC ENERGY GROUP INC | 53,528 | $5.6M | 1.31% | -200 | |
| 25 | ACNACCENTURE PLC IRELAND | 20,765 | $5.6M | 1.29% | +10K |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($1.1380970793546346e+80T)
Healthcare0.0% ($2.411110875840365e+56T)
Technology0.0% ($1.1864835055714471e+47T)
Industrials0.0% ($8.227515248312926e+46T)
Real Estate0.0% ($2.1186497027972448e+27T)
Consumer Cyclical0.0% ($2.3226356523001486e+24T)
Unknown0.0% ($2.593868464529245e+22T)
Energy0.0% ($713018951.1T)
Utilities0.0% ($975456.5T)
Consumer Defensive0.0% ($96.2T)
Communication Services0.0% ($203.6B)
Basic Materials0.0% ($10.5B)
Filing History
Fund Information
Hunter Perkins Capital Management, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $432.4M across 116 holdings. The largest position is BERKSHIRE HATHAWAY INC DEL (BRK/B), representing 6.0% of the portfolio. Compared to the previous quarter, the fund opened 7 new positions and closed 6 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.