StockDriftsStockDriftsTop 50 Hunter Perkins Capital Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 6% | 53.5K | $26.8M | +5.29%(+2.69K) | $284.70(+83.82%) | 2026-06-30 | |
| LH | LABCORP HOLDINGS INC | 5.67% | 90.3K | $25.3M | -0.39%(-358) | $187.87(+71.55%) | 2026-06-30 | |
| ELS | EQUITY LIFESTYLE PROPERTIES | 5.64% | 390.0K | $25.1M | -0.63%(-2.48K) | $63.00(+2.31%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 4.68% | 58.4K | $20.9M | -3.00%(-1.80K) | $113.99(+208.33%) | 2026-06-30 | |
| ADI | ANALOG DEVICES INC | 3.7% | 41.5K | $16.5M | -4.53%(-1.97K) | $174.57(+123.99%) | 2026-06-30 | |
| CASY | CASEYS GEN STORES INC | 3.39% | 19.0K | $15.1M | -46.15%(-16.29K) | $185.69(+360.30%) | 2026-06-30 | |
| EOG | EOG RES INC | 2.82% | 96.8K | $12.6M | +0.07%(+72) | $122.90(+15.13%) | 2026-06-30 | |
| CB | CHUBB LIMITED | 2.77% | 36.1K | $12.3M | -0.55%(-200) | $183.33(+90.12%) | 2026-06-30 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 2.49% | 23.2K | $11.1M | +2.26%(+512) | $127.60(+231.99%) | 2026-06-30 | |
| JBSS | SANFILIPPO JOHN B & SON INC | 2.36% | 122.2K | $10.5M | -0.55%(-670) | $86.86(-3.75%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.97% | +44.18% | +8.57% | +50.84% |
| Top 20 Holdings Unweighted | +13.57% | +46.47% | +9.77% | +59.37% |
Hunter Perkins Capital Management, LLC reports $445.57M in US-listed equity holdings across 149 positions in its most recent 13F filing. Its largest disclosed positions are BRK.B (6.0%), LH (5.7%) and ELS (5.6%). The top 20 holdings account for 57.36% of reported assets. Its disclosed equity book has returned +44.18% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Hunter Perkins Capital Management, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1808919). View Hunter Perkins Capital Management, LLC’s 13F filings on SEC