Hunter Perkins Capital Management, LLC
Top Portfolio Positions
131 positions ·
$396,297,776 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| CASY |
Caseys General Stores Inc
Consumer Cyclical
|
35,301 | $25,694,185 | 6.48% |
| ELS |
Equity Lifestyle Properties Inc
Real Estate
|
392,473 | $24,498,164 | 6.18% |
| LH |
Labcorp Holdings Inc.
Healthcare
|
90,655 | $24,187,660 | 6.10% |
| GOOGL |
Alphabet Inc.
Communication Services
|
60,187 | $17,307,373 | 4.37% |
| EOG |
Eog Resources Inc
Energy
|
96,711 | $13,981,509 | 3.53% |
| ADI |
Analog Devices Inc
Technology
|
43,433 | $13,817,774 | 3.49% |
| CB |
Chubb Ltd
Financial Services
|
36,297 | $11,830,281 | 2.99% |
| MRK |
Merck & Co., Inc.
Healthcare
|
91,046 | $10,951,923 | 2.76% |
| BKH |
Black Hills Corp /Sd/
Utilities
|
140,713 | $9,766,889 | 2.46% |
| JBSS |
Sanfilippo John B & Son Inc
Consumer Defensive
|
122,859 | $9,746,404 | 2.46% |
Portfolio Trend
Holdings in MIDD
Shares Held
Position Value (USD)
10 of 10 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,886,184 | 29,312 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $4,831,477 | 32,498 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $4,329,264 | 32,568 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $5,738,688 | 39,852 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $6,020,991 | 39,617 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $8,543,508 | 63,075 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $6,980,152 | 50,170 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $6,127,434 | 49,975 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $7,529,795 | 46,830 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $7,132,888 | 48,467 | Shares | Sole | 2024-01-18 | |
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