Hunter Perkins Capital Management, LLC has filed its 13F form on July 22, 2025 for Q2 2025 where it was disclosed a total value porftolio of $423 Million distributed in 110 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Labcorp Holdings Inc with a value of $27.6M, Caseys General Stores Inc with a value of $26.9M, Berkshire Hathaway Inc Class B with a value of $25.6M, Equity Lifestyle Properties Inc with a value of $18.1M, and Fiserv Inc with a value of $13.5M.
Examining the 13F form we can see an decrease of $7.86M in the current position value, from $431M to 423M.
Below you can find more details about Hunter Perkins Capital Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$423 Million
Financial Services: $113 Million
Consumer Cyclical: $56.9 Million
Healthcare: $44.7 Million
Technology: $43.7 Million
Real Estate: $32.6 Million
Industrials: $28 Million
Communication Services: $16.8 Million
Utilities: $16.6 Million
Other: $33.3 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
