Hunter Perkins Capital Management, LLC
Top Portfolio Positions
132 positions ·
$420,632,989 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| CASY |
Caseys General Stores Inc
Consumer Cyclical
|
35,301 | $25,694,185 | 6.11% | |
| ELS |
Equity Lifestyle Properties Inc
Real Estate
|
392,473 | $24,498,164 | 5.82% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
50,783 | $24,335,213 | 5.79% | |
| LH |
Labcorp Holdings Inc.
Healthcare
|
90,655 | $24,187,660 | 5.75% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
60,187 | $17,307,373 | 4.11% | |
| EOG |
Eog Resources Inc
Energy
|
96,711 | $13,981,509 | 3.32% | |
| ADI |
Analog Devices Inc
Technology
|
43,433 | $13,817,774 | 3.28% | |
| CB |
Chubb Ltd
Financial Services
|
36,297 | $11,830,281 | 2.81% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
91,046 | $10,951,923 | 2.60% | |
| BKH |
Black Hills Corp /Sd/
Utilities
|
140,713 | $9,766,889 | 2.32% |
Portfolio Trend
24 quarters · across all stocks
Holdings in CASY
Shares Held
Position Value (USD)
24 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $25,694,185 | 35,301 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $23,225,979 | 42,022 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $28,966,996 | 51,240 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $26,927,458 | 52,771 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $25,250,711 | 58,176 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $25,548,910 | 64,480 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $25,183,465 | 67,029 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $28,240,781 | 74,014 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $24,278,309 | 76,239 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $21,609,399 | 78,654 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $22,074,304 | 81,299 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $39,668,788 | 162,657 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $17,626,554 | 81,431 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $18,728,962 | 83,481 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $19,762,509 | 97,583 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $19,770,662 | 106,880 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $21,081,324 | 106,380 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $20,990,146 | 106,360 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $19,801,195 | 105,074 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $20,517,780 | 105,414 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $22,892,575 | 105,891 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $19,608,724 | 109,779 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $20,355,137 | 114,580 | Shares | Sole | 2020-10-15 | |
| 2020-06-30 | $16,906,076 | 113,069 | Shares | Sole | 2020-07-20 | |
| No 13F history on record for this holder in this stock. | ||||||