Hunter Perkins Capital Management

Hunter Perkins Capital Management as of March 31, 2025

Portfolio Holdings for Hunter Perkins Capital Management

Hunter Perkins Capital Management holds 104 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Berkshire Hathaway Inc Del Cl B New (BRK.B) 6.5 $28M 53k 532.58
Labcorp Holdings Com Shs (LH) 6.1 $26M 113k 232.74
Casey's General Stores (CASY) 5.9 $25M 58k 434.05
Equity Lifestyle Properties (ELS) 4.5 $20M 294k 66.70
Fiserv (FI) 3.7 $16M 73k 220.83
Black Hills Corporation (BKH) 3.1 $13M 219k 60.65
LKQ Corporation (LKQ) 2.8 $12M 282k 42.54
Chubb (CB) 2.7 $12M 38k 302.61
Alphabet Cap Stk Cl A (GOOGL) 2.6 $11M 73k 154.64
Prosperity Bancshares (PB) 2.5 $11M 153k 71.72
Graphic Packaging Holding Company (GPK) 2.5 $11M 416k 26.02
Merck & Co (MRK) 2.4 $10M 112k 90.33
Analog Devices (ADI) 2.3 $9.9M 49k 201.68
Johnson & Johnson (JNJ) 2.1 $8.9M 54k 165.84
John B. Sanfilippo & Son (JBSS) 2.0 $8.5M 120k 70.86
Truist Financial Corp equities (TFC) 1.9 $8.4M 203k 41.15
EOG Resources (EOG) 1.8 $7.9M 62k 128.23
Magnolia Oil & Gas Corp Cl A (MGY) 1.7 $7.2M 284k 25.26
A. O. Smith Corporation (AOS) 1.6 $7.1M 108k 65.36
General Dynamics Corporation (GD) 1.6 $7.0M 26k 272.58
Hartford Financial Services (HIG) 1.6 $6.8M 55k 124.10
Wec Energy Group (WEC) 1.4 $6.1M 56k 108.97
Middleby Corporation (MIDD) 1.4 $6.0M 40k 151.98
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 1.4 $6.0M 36k 166.45
JPMorgan Chase & Co. (JPM) 1.3 $5.5M 23k 245.29
Regeneron Pharmaceuticals (REGN) 1.2 $5.4M 8.5k 634.28
Anthem (ELV) 1.2 $5.4M 12k 434.94
Webster Financial Corporation (WBS) 1.2 $5.3M 102k 51.55
Sun Communities (SUI) 1.2 $5.2M 40k 129.24
Check Point Software Tech Lt Ord (CHKP) 1.2 $5.1M 22k 227.93
Columbia Banking System (COLB) 1.1 $4.9M 198k 24.94
Berkshire Hathaway Inc Del Cl A (BRK.A) 1.1 $4.8M 6.00 798500.00
Bristol Myers Squibb (BMY) 1.1 $4.8M 78k 60.99
Ensign (ENSG) 1.1 $4.6M 35k 129.43
First Community Corporation (FCCO) 0.9 $4.1M 180k 22.56
Icon SHS (ICLR) 0.9 $3.9M 22k 175.01
Vishay Intertechnology (VSH) 0.9 $3.9M 244k 15.90
Charles Schwab Corporation (SCHW) 0.9 $3.8M 48k 78.27
Gentex Corporation (GNTX) 0.9 $3.8M 161k 23.30
American Tower Reit (AMT) 0.8 $3.4M 16k 217.61
Stryker Corporation (SYK) 0.7 $3.1M 8.2k 372.77
South State Corporation 0.7 $3.0M 32k 92.83
Walt Disney Company (DIS) 0.7 $3.0M 30k 98.71
Canadian Pacific Kansas City (CP) 0.7 $2.8M 40k 70.31
Academy Sports & Outdoor (ASO) 0.6 $2.6M 57k 45.65
Waters Corporation (WAT) 0.6 $2.6M 7.0k 368.58
Coherent Corp (COHR) 0.6 $2.5M 38k 64.95
Alphabet Cap Stk Cl C (GOOG) 0.4 $1.9M 12k 156.23
Sprott Physical Gold & Silve Tr Unit (CEF) 0.4 $1.9M 67k 28.41
Hanover Insurance (THG) 0.4 $1.9M 11k 173.93
Prologis (PLD) 0.4 $1.9M 17k 111.80
Axis Cap Hldgs SHS (AXS) 0.4 $1.9M 19k 100.24
Pinnacle Financial Partners (PNFP) 0.4 $1.7M 16k 106.05
UMH Properties (UMH) 0.4 $1.6M 88k 18.69
Spdr S&p 500 Etf Tr Put (Principal) (SPY) 0.4 $1.6M 2.9k 559.31
Grupo Aeroportuario Del Cent Spon Adr (OMAB) 0.4 $1.6M 20k 78.62
Matador Resources (MTDR) 0.3 $1.5M 30k 51.08
Lazard Ltd Shs -a - (LAZ) 0.3 $1.5M 34k 43.30
Republic Services (RSG) 0.3 $1.4M 5.7k 242.12
Cohen & Steers (CNS) 0.3 $1.3M 17k 80.27
Lear Corp Com New (LEA) 0.3 $1.2M 14k 88.22
Ishares Tr Core S&p500 Etf (IVV) 0.3 $1.2M 2.1k 561.68
Hancock Holding Company (HWC) 0.3 $1.2M 23k 52.45
Simpson Manufacturing (SSD) 0.3 $1.2M 7.3k 157.08
Apple (AAPL) 0.3 $1.1M 5.1k 222.07
Cavco Industries (CVCO) 0.3 $1.1M 2.2k 519.47
Marcus & Millichap (MMI) 0.3 $1.1M 33k 34.46
Esab Corporation (ESAB) 0.3 $1.1M 9.5k 116.54
Elme Communities Sh Ben Int (ELME) 0.3 $1.1M 63k 17.39
Fifth Third Ban (FITB) 0.3 $1.1M 28k 39.49
Wintrust Financial Corporation (WTFC) 0.2 $1.1M 9.6k 112.45
Us Bancorp Del Com New (USB) 0.2 $1.0M 24k 42.36
Littelfuse (LFUS) 0.2 $909k 4.6k 196.75
Match Group (MTCH) 0.2 $873k 28k 31.21
CSX Corporation (CSX) 0.2 $868k 30k 29.42
Old Second Ban (OSBC) 0.2 $867k 52k 16.64
Tower Semiconductor Shs New (TSEM) 0.2 $865k 24k 35.65
Quaker Chemical Corporation (KWR) 0.2 $834k 6.7k 123.59
Armstrong World Industries (AWI) 0.2 $801k 5.7k 140.90
Microsoft Corporation (MSFT) 0.2 $764k 2.0k 375.43
Trinet (TNET) 0.2 $744k 9.4k 79.28
WNS HLDGS Com Shs (WNS) 0.2 $672k 11k 61.51
Levi Strauss & Co Cl A Com Stk (LEVI) 0.2 $655k 42k 15.59
Reynolds Consumer Prods (REYN) 0.2 $649k 27k 23.86
Etsy (ETSY) 0.2 $649k 14k 47.18
Globus Med Cl A (GMED) 0.2 $646k 8.8k 73.16
Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) 0.1 $612k 45k 13.63
J Global (ZD) 0.1 $612k 16k 37.60
Generac Holdings (GNRC) 0.1 $612k 4.8k 126.58
Jones Lang LaSalle Incorporated (JLL) 0.1 $557k 2.2k 248.11
Core & Main Cl A (CNM) 0.1 $502k 10k 48.34
Bluelinx Hldgs Com New (BXC) 0.1 $499k 6.7k 74.92
Independence Realty Trust In (IRT) 0.1 $486k 23k 21.25
Kroger (KR) 0.1 $415k 6.1k 67.76
Mercury Computer Systems (MRCY) 0.1 $408k 9.5k 43.12
M&T Bank Corporation (MTB) 0.1 $371k 2.1k 178.80
Ishares Silver Tr Ishares (SLV) 0.1 $346k 11k 31.00
Onto Innovation (ONTO) 0.1 $293k 2.4k 121.33
Pimco Municipal Income Fund II (PML) 0.1 $217k 27k 8.15
Voyager Therapeutics (VYGR) 0.0 $204k 60k 3.38
Spdr Gold Tr Gold Shs (GLD) 0.0 $202k 700.00 288.57
Nuvation Bio Com Cl A (NUVB) 0.0 $40k 23k 1.78
Atai Life Sciences Nv SHS (ATAI) 0.0 $23k 17k 1.33
Mersana Therapeutics 0.0 $3.0k 10k 0.30