Hunter Perkins Capital Management, LLC
CIK 1808919
13F filing for Q2 2026・No. 4,204
- Holdings
- US$445.57M
- Quarter change
- +US$19.02M
- Entries
- 149
- Net bought (estimate)
- −US$4.29M
This quarter was filed in thousands of dollars (dollars are required since 2023); multiplied by 1,000 here.
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 13
- Sold out 5
- Cut 59
- Added 34
- Corporate actions 0
- Unchanged 43
Largest holdings
149 stocks worth US$445.57M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| BRK.BBERKSHIRE HATHAWAY INC DELCL B NEW | Added | 53,470 | US$26.76M | 6.00% |
| LHLABCORP HOLDINGS INCCOM SHS | Cut | 90,297 | US$25.28M | 5.67% |
| ELSEQUITY LIFESTYLE PROPERTIESCOM | Cut | 389,989 | US$25.14M | 5.64% |
| GOOGLAlphabetCAP STK CL A | Cut | 58,382 | US$20.86M | 4.68% |
| ADIANALOG DEVICES INCCOM | Cut | 41,467 | US$16.47M | 3.70% |
| CASYCASEYS GEN STORES INCCOM | Cut | 19,008 | US$15.11M | 3.39% |
| EOGEOG RES INCCOM | Added | 96,783 | US$12.56M | 2.82% |
| CBCHUBB LIMITEDCOM | Cut | 36,097 | US$12.34M | 2.77% |
| TSMTSMC ADRSPONSORED ADS | Added | 23,194 | US$11.1M | 2.49% |
| SANFILIPPO JOHN B & SON INCCOM | Cut | 122,189 | US$10.51M | 2.36% |
Sign in (free) to see its 50 largest holdings and its trades. Sign in
Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 16, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.