Hunter Perkins Capital Management, LLC has filed its 13F form on April 24, 2025 for Q1 2025 where it was disclosed a total value porftolio of $431 Million distributed in 104 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $28.1M, Labcorp Holdings Inc with a value of $26.4M, Caseys General Stores Inc with a value of $25.3M, Equity Lifestyle Properties Inc with a value of $19.6M, and Fiserv Inc with a value of $16.1M.

Examining the 13F form we can see an decrease of $45.7M in the current position value, from $476M to 431M.

Below you can find more details about Hunter Perkins Capital Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $431 Million
Financial Services: $112 Million
Consumer Cyclical: $58.7 Million
Healthcare: $49.6 Million
Technology: $44.9 Million
Real Estate: $33.9 Million
Industrials: $28.6 Million
Utilities: $19.3 Million
Communication Services: $17.6 Million
Other: $30.9 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 104
  • Current Value $431 Million
  • Prior Value $476 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 24, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 7 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 53 stocks
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