Hunter Perkins Capital Management, LLC: 13F holdings
CIK 18089192026Q2
| Positions | 149 |
|---|
| Reported value | $445.6m |
|---|
| Filed | 2026-07-16 |
|---|
Change since last quarter
| Positions | 149 (+6 vs prior quarter) |
|---|
| Reported value | $445.6m (+4.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| BRK-B BERKSHIRE HATHAWAY INC DEL | 53,470 | $26.8m | 6.0% |
| LH LABCORP HOLDINGS INC | 90,297 | $25.3m | 5.7% |
| ELS EQUITY LIFESTYLE PROPERTIES | 389,989 | $25.1m | 5.6% |
| GOOGL ALPHABET INC | 58,382 | $20.9m | 4.7% |
| ADI ANALOG DEVICES INC | 41,467 | $16.5m | 3.7% |
| CASY CASEYS GEN STORES INC | 19,008 | $15.1m | 3.4% |
| EOG EOG RES INC | 96,783 | $12.6m | 2.8% |
| CHUBB LIMITED | 36,097 | $12.3m | 2.8% |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 23,194 | $11.1m | 2.5% |
| JBSS SANFILIPPO JOHN B & SON INC | 122,189 | $10.5m | 2.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1808919")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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