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Hunter Perkins Capital Management, LLC

Portfolio Manager
Hunter Perkins Capital Management, LLC
Performance
+1.44% (2025 Q4)
AUM (13F)
$426.55M
# of Holdings
143
Performance Rank
Allocation (Top 20)
59.63%

Hunter Perkins Capital Management, LLC Holdings Map

Top 50 Hunter Perkins Capital Management, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
CASY
CASEYS GEN STORES INC
6.02%35.3K$25.7M
-15.99%(-6.72K)
2025-Q1: 58.2K shares2025-Q2: 52.8K shares2025-Q3: 51.2K shares2025-Q4: 42.0K shares2026-Q1: 35.3K shares
$185.69(+372.55%)
2026-03-31
ELS
EQUITY LIFESTYLE PROPERTIES
5.74%392.5K$24.5M
+13.22%(+45.84K)
2025-Q1: 293.6K shares2025-Q2: 292.9K shares2025-Q3: 339.7K shares2025-Q4: 346.6K shares2026-Q1: 392.5K shares
$63.00(-1.65%)
2026-03-31
BRK.B
BERKSHIRE HATHAWAY INC DEL
5.71%50.8K$24.3M
-1.59%(-820)
2025-Q1: 52.8K shares2025-Q2: 52.8K shares2025-Q3: 52.5K shares2025-Q4: 51.6K shares2026-Q1: 50.8K shares
$273.97(+76.68%)
2026-03-31
LH
LABCORP HOLDINGS INC
5.67%90.7K$24.2M
-5.67%(-5.45K)
2025-Q1: 113.4K shares2025-Q2: 105.1K shares2025-Q3: 104.6K shares2025-Q4: 96.1K shares2026-Q1: 90.7K shares
$187.87(+35.21%)
2026-03-31
GOOGL
ALPHABET INC
4.06%60.2K$17.3M
-7.45%(-4.85K)
2025-Q1: 72.7K shares2025-Q2: 72.6K shares2025-Q3: 72.5K shares2025-Q4: 65.0K shares2026-Q1: 60.2K shares
$113.99(+251.84%)
2026-03-31
EOG
EOG RES INC
3.28%96.7K$14.0M
+42.44%(+28.82K)
2025-Q1: 61.8K shares2025-Q2: 62.0K shares2025-Q3: 61.7K shares2025-Q4: 67.9K shares2026-Q1: 96.7K shares
$122.89(+10.66%)
2026-03-31
ADI
ANALOG DEVICES INC
3.24%43.4K$13.8M
-0.72%(-315)
2025-Q1: 49.2K shares2025-Q2: 49.3K shares2025-Q3: 49.2K shares2025-Q4: 43.7K shares2026-Q1: 43.4K shares
$174.57(+144.48%)
2026-03-31
CB
CHUBB LTD SWITZ
2.78%36.3K$11.9M
-0.14%(-50)
2025-Q1: 38.2K shares2025-Q2: 38.3K shares2025-Q3: 38.2K shares2025-Q4: 36.3K shares2026-Q1: 36.3K shares
$183.33(+74.60%)
2026-03-31
MRK
MERCK & CO INC
2.59%91.0K$11.0M
-11.17%(-11.45K)
2025-Q1: 112.4K shares2025-Q2: 113.4K shares2025-Q3: 112.8K shares2025-Q4: 102.5K shares2026-Q1: 91.0K shares
$105.31(+7.69%)
2026-03-31
BKH
BLACK HILLS CORP
2.29%140.7K$9.8M
+0.15%(+204)
2025-Q1: 219.2K shares2025-Q2: 193.5K shares2025-Q3: 152.5K shares2025-Q4: 140.5K shares2026-Q1: 140.7K shares
$57.47(+29.56%)
2026-03-31

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