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 $2 Billions to $10 Billions