Hunter Perkins Capital Management, LLC

CIK 0001808919 · LOMBARD, IL · Quarter end: 2026-06-30 · Filed on: 2026-07-16 · Open the SEC source

Hunter Perkins Capital Management, LLC reported 149 positions worth $445.6K as of June 30, 2026 (13F filed July 16, 2026). Largest holding: BRK-B (6.0%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$445.6K
2026 Q2
Positions
149
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
39.5%
Est. Net Flow (Q)
2026 Q2
10 / 149 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1BRK-BBERKSHIRE HATHAWAY INC DELSH$26.8K6.00%53,470
2LHLABCORP HOLDINGS INCSH$25.3K5.67%90,297
3ELSEQUITY LIFESTYLE PROPERTIESSH$25.1K5.64%389,989
4GOOGLALPHABET INCSH$20.9K4.68%58,382
5ADIANALOG DEVICES INCSH$16.5K3.70%41,467
6CASYCASEYS GEN STORES INCSH$15.1K3.39%19,008
7EOGEOG RES INCSH$12.6K2.82%96,783
8CBCHUBB LIMITEDSH$12.3K2.77%36,097
9TSMTAIWAN SEMICONDUCTOR MANUFACSH$11.1K2.49%23,194
10JBSSSANFILIPPO JOHN B & SON INCSH$10.5K2.36%122,189

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Hunter Perkins Capital Management, LLC hold as of Q2 2026?

Hunter Perkins Capital Management, LLC reported 149 positions worth $445.6K in its Q2 2026 13F filing. Largest positions: BRK-B (6.0%), LH (5.7%), ELS (5.6%), GOOGL (4.7%) and ADI (3.7%).

What did Hunter Perkins Capital Management, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Hunter Perkins Capital Management, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.