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 LH
Shares Held
Position Value (USD)
8 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $24,187,660 | 90,655 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $24,111,073 | 96,106 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $30,024,753 | 104,594 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $27,602,138 | 105,147 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $26,401,792 | 113,439 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $27,286,786 | 118,990 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $26,320,357 | 117,775 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $24,194,286 | 118,885 | Shares | Sole | 2024-07-17 | |
| No 13F history on record for this holder in this stock. | ||||||