Hunter Perkins Capital Management, LLC Q4 2025 Filing
Filed January 14, 2026
Portfolio Value
$432.4M
Holdings
116
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (116 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BRK/BBERKSHIRE HATHAWAY INC DEL | 51,603 | $25.9M | 6.00% | |
| 2 | LHLABCORP HOLDINGS INC | 96,106 | $24.1M | 5.58% | |
| 3 | CASYCASEYS GEN STORES INC | 42,022 | $23.2M | 5.37% | |
| 4 | ELSEQUITY LIFESTYLE PPTYS INC | 346,633 | $21.2M | 4.90% | |
| 5 | GOOGLALPHABET INC | 65,033 | $20.4M | 4.71% | |
| 6 | ADIANALOG DEVICES INC | 43,748 | $11.9M | 2.74% | |
| 7 | CBCHUBB LIMITED | 36,347 | $11.4M | 2.63% | |
| 8 | MRKMERCK & CO INC | 102,496 | $10.9M | 2.51% | |
| 9 | BKHBLACK HILLS CORP | 140,509 | $9.8M | 2.26% | |
| 10 | TFCTRUIST FINL CORP | 197,259 | $9.7M | 2.24% | |
| 11 | JBSSSANFILIPPO JOHN B & SON INC | 136,183 | $9.6M | 2.22% | |
| 12 | PBPROSPERITY BANCSHARES INC | 134,193 | $9.4M | 2.16% | |
| 13 | REGNREGENERON PHARMACEUTICALS | 10,887 | $8.4M | 1.94% | |
| 14 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 27,406 | $8.3M | 1.93% | |
| 15 | GDGENERAL DYNAMICS CORP | 24,438 | $8.2M | 1.90% | |
| 16 | EOGEOG RES INC | 67,896 | $7.1M | 1.65% | |
| 17 | AFWALIGN TECHNOLOGY INC | 43,842 | $6.8M | 1.58% | |
| 18 | JNJJOHNSON & JOHNSON | 31,489 | $6.5M | 1.51% | |
| 19 | COLBCOLUMBIA BKG SYS INC | 227,096 | $6.3M | 1.47% | |
| 20 | WBSWEBSTER FINL CORP | 99,379 | $6.3M | 1.45% | |
| 21 | JPMJPMORGAN CHASE & CO. | 19,285 | $6.2M | 1.44% | |
| 22 | ELVELEVANCE HEALTH INC FORMERLY | 16,598 | $5.8M | 1.35% | |
| 23 | HIGHARTFORD INSURANCE GROUP INC | 41,229 | $5.7M | 1.32% | |
| 24 | WECWEC ENERGY GROUP INC | 53,528 | $5.6M | 1.31% | |
| 25 | ACNACCENTURE PLC IRELAND | 20,765 | $5.6M | 1.29% | |
| 26 | FCCOFIRST CMNTY CORP S C | 174,359 | $5.2M | 1.20% | |
| 27 | AOSSMITH A O CORP | 77,031 | $5.2M | 1.19% | |
| 28 | SUISUN CMNTYS INC | 39,777 | $5.0M | 1.15% | |
| 29 | MIDDMIDDLEBY CORP | 32,498 | $4.8M | 1.12% | |
| 30 | SCHWSCHWAB CHARLES CORP | 48,086 | $4.8M | 1.11% | |
| 31 | ICLRICON PLC | 26,285 | $4.8M | 1.11% | |
| 32 | BRK-BBERKSHIRE HATHAWAY INC DEL | 6 | $4.5M | 1.05% | |
| 33 | FISVFISERV INC | 66,561 | $4.5M | 1.03% | |
| 34 | ENSGENSIGN GROUP INC | 25,330 | $4.4M | 1.02% | |
| 35 | NEENEXTERA ENERGY INC | 52,378 | $4.2M | 0.97% | |
| 36 | CHKPCHECK POINT SOFTWARE TECH LT | 22,320 | $4.1M | 0.96% | |
| 37 | ADBEADOBE INC | 11,824 | $4.1M | 0.96% | |
| 38 | ZTSZOETIS INC | 30,898 | $3.9M | 0.90% | |
| 39 | GNTXGENTEX CORP | 153,213 | $3.6M | 0.82% | |
| 40 | SSBSOUTHSTATE BK CORP | 35,367 | $3.3M | 0.77% | |
| 41 | MKTXMARKETAXESS HLDGS INC | 17,202 | $3.1M | 0.72% | |
| 42 | GOOGALPHABET INC | 9,600 | $3.0M | 0.70% | |
| 43 | CPCANADIAN PACIFIC KANSAS CITY | 39,665 | $2.9M | 0.68% | |
| 44 | SYKSTRYKER CORPORATION | 8,188 | $2.9M | 0.67% | |
| 45 | TMOTHERMO FISHER SCIENTIFIC INC | 4,960 | $2.9M | 0.67% | |
| 46 | AMTAMERICAN TOWER CORP NEW | 15,781 | $2.8M | 0.65% | |
| 47 | WATWATERS CORP | 6,978 | $2.6M | 0.61% | |
| 48 | COHRCOHERENT CORP | 13,976 | $2.6M | 0.60% | |
| 49 | CEF/USPROTT ASSET MANAGEMENT LP | 53,490 | $2.5M | 0.57% | |
| 50 | PLDPROLOGIS INC. | 19,184 | $2.4M | 0.57% | |
| 51 | GPKGRAPHIC PACKAGING HLDG CO | 151,592 | $2.3M | 0.53% | |
| 52 | FLOFLOWERS FOODS INC | 192,430 | $2.1M | 0.48% | |
| 53 | FANGDIAMONDBACK ENERGY INC | 12,608 | $1.9M | 0.44% | |
| 54 | TSEMTOWER SEMICONDUCTOR LTD | 15,780 | $1.9M | 0.43% | |
| 55 | CNSCOHEN & STEERS INC | 25,579 | $1.6M | 0.37% | |
| 56 | AXSAXIS CAP HLDGS LTD | 14,757 | $1.6M | 0.37% | |
| 57 | SSDSIMPSON MFG INC | 9,198 | $1.5M | 0.34% | |
| 58 | LEALEAR CORP | 12,962 | $1.5M | 0.34% | |
| 59 | CVCOCAVCO INDS INC DEL | 2,485 | $1.5M | 0.34% | |
| 60 | IVVISHARES TR | 2,140 | $1.5M | 0.34% | |
| 61 | G7AGRUPO AEROPORTUARIO DEL CENT | 13,400 | $1.5M | 0.34% | |
| 62 | THGHANOVER INS GROUP INC | 7,920 | $1.4M | 0.33% | |
| 63 | MTCHMATCH GROUP INC NEW | 44,540 | $1.4M | 0.33% | |
| 64 | ESABESAB CORPORATION | 12,865 | $1.4M | 0.33% | |
| 65 | UMHUMH PPTYS INC | 87,620 | $1.4M | 0.32% | |
| 66 | LFUSLITTELFUSE INC | 5,355 | $1.4M | 0.31% | |
| 67 | HAEHAEMONETICS CORP MASS | 16,159 | $1.3M | 0.30% | |
| 68 | HWCHANCOCK WHITNEY CORPORATION | 19,735 | $1.3M | 0.29% | |
| 69 | PNFPPINNACLE FINL PARTNERS INC | 12,850 | $1.2M | 0.28% | |
| 70 | AAPLAPPLE INC | 4,511 | $1.2M | 0.28% | |
| 71 | USBUS BANCORP DEL | 22,675 | $1.2M | 0.28% | |
| 72 | LAZLAZARD INC | 25,070 | $1.2M | 0.28% | |
| 73 | WF2WINTRUST FINL CORP | 8,590 | $1.2M | 0.28% | |
| 74 | RSGREPUBLIC SVCS INC | 5,665 | $1.2M | 0.28% | |
| 75 | REYNREYNOLDS CONSUMER PRODS INC | 52,155 | $1.2M | 0.28% | |
| 76 | ELMEELME COMMUNITIES | 66,800 | $1.2M | 0.27% | |
| 77 | CSXCSX CORP | 29,500 | $1.1M | 0.25% | |
| 78 | MTDRMATADOR RES CO | 25,147 | $1.1M | 0.25% | |
| 79 | KWRQUAKER HOUGHTON | 7,675 | $1.1M | 0.24% | |
| 80 | GMEDGLOBUS MED INC | 11,895 | $1.0M | 0.24% | |
| 81 | AMRZAMRIZE LTD | 19,013 | $1.0M | 0.24% | |
| 82 | SPYSPDR S&P 500 ETF TR | 1,500 | $1.0M | 0.24% | |
| 83 | WHDCACTUS INC | 20,995 | $959K | 0.22% | |
| 84 | MGYMAGNOLIA OIL & GAS CORP | 43,010 | $941K | 0.22% | |
| 85 | MSFTMICROSOFT CORP | 1,935 | $936K | 0.22% | |
| 86 | FRFIRST INDL RLTY TR INC | 15,825 | $913K | 0.21% | |
| 87 | OSBCOLD SECOND BANCORP INC ILL | 45,820 | $893K | 0.21% | |
| 88 | MSAMSA SAFETY INC | 5,310 | $850K | 0.20% | |
| 89 | MMIMARCUS & MILLICHAP INC | 31,130 | $850K | 0.20% | |
| 90 | AWRAMER STATES WTR CO | 11,003 | $797K | 0.18% | |
| 91 | ASOACADEMY SPORTS & OUTDOORS IN | 15,670 | $785K | 0.18% | |
| 92 | JLLJONES LANG LASALLE INC | 2,245 | $755K | 0.17% | |
| 93 | PQ3PROVIDENT FINL SVCS INC | 37,855 | $748K | 0.17% | |
| 94 | TNETTRINET GROUP INC | 12,595 | $745K | 0.17% | |
| 95 | AWIARMSTRONG WORLD INDS INC NEW | 3,835 | $733K | 0.17% | |
| 96 | GNRCGENERAC HLDGS INC | 5,355 | $730K | 0.17% | |
| 97 | SLVISHARES SILVER TR | 11,163 | $719K | 0.17% | |
| 98 | CXTCRANE NXT CO | 15,210 | $716K | 0.17% | |
| 99 | ETSYETSY INC | 11,760 | $652K | 0.15% | |
| 100 | JXC1ZIFF DAVIS INC | 18,435 | $648K | 0.15% |
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