Holders — by stockHoldings — by fund
Hunter Perkins Capital Management, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001808919
$445.6M
disclosed book value
149
positions
6%
largest position share
Positions, as of 2026-06-30
top 100 of 149 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | BRK/BBERKSHIRE HATHAWAY INC DEL | 53,470 | $26.8M | 6% |
| 2 | LHLABCORP HOLDINGS INC | 90,297 | $25.3M | 5.7% |
| 3 | ELSEQUITY LIFESTYLE PROPERTIES | 389,989 | $25.1M | 5.6% |
| 4 | GOOGLALPHABET INC | 58,382 | $20.9M | 4.7% |
| 5 | ADIANALOG DEVICES INC | 41,467 | $16.5M | 3.7% |
| 6 | CASYCASEYS GEN STORES INC | 19,008 | $15.1M | 3.4% |
| 7 | EOGEOG RES INC | 96,783 | $12.6M | 2.8% |
| 8 | CBCHUBB LIMITED | 36,097 | $12.3M | 2.8% |
| 9 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 23,194 | $11.1M | 2.5% |
| 10 | JBSSSANFILIPPO JOHN B & SON INC | 122,189 | $10.5M | 2.4% |
| 11 | BKHBLACK HILLS CORP | 140,213 | $10.4M | 2.3% |
| 12 | PBPROSPERITY BANCSHARES INC | 133,400 | $9.8M | 2.2% |
| 13 | GDGENERAL DYNAMICS CORP | 24,423 | $8.7M | 1.9% |
| 14 | MRKMERCK & CO INC | 64,818 | $8.4M | 1.9% |
| 15 | JNJJOHNSON & JOHNSON | 31,183 | $7.9M | 1.8% |
| 16 | ALGNALIGN TECHNOLOGY INC | 43,687 | $7.4M | 1.7% |
| 17 | COLBCOLUMBIA BKG SYS INC | 227,116 | $7.3M | 1.6% |
| 18 | JPMJPMORGAN CHASE & CO | 21,252 | $7.0M | 1.6% |
| 19 | REGNREGENERON PHARMACEUTICALS | 10,356 | $6.5M | 1.4% |
| 20 | ELVELEVANCE HEALTH INC FORMERLY | 16,191 | $6.3M | 1.4% |
| 21 | WECWEC ENERGY GROUP INC | 53,284 | $6.2M | 1.4% |
| 22 | TFCTRUIST FINL CORP | 117,851 | $5.9M | 1.3% |
| 23 | MSFTMICROSOFT CORP | 15,515 | $5.8M | 1.3% |
| 24 | MSAMSA SAFETY INC | 31,283 | $5.5M | 1.2% |
| 25 | FCCOFIRST CMNTY CORP S C | 152,607 | $5.0M | 1.1% |
| 26 | MIDDMIDDLEBY CORP | 28,859 | $5.0M | 1.1% |
| 27 | FANGDIAMONDBACK ENERGY INC | 28,165 | $5.0M | 1.1% |
| 28 | AOSSMITH A O CORP | 76,501 | $4.8M | 1.1% |
| 29 | HIGHARTFORD INSURANCE GROUP INC | 35,414 | $4.7M | 1.1% |
| 30 | NEENEXTERA ENERGY INC | 52,153 | $4.6M | 1% |
| 31 | SCHWSCHWAB CHARLES CORP | 47,856 | $4.4M | 1% |
| 32 | SYKSTRYKER CORPORATION | 13,815 | $4.4M | 1% |
| 33 | ZTSZOETIS INC | 58,787 | $4.2M | 0.9% |
| 34 | SSBSOUTHSTATE BK CORP | 36,318 | $3.6M | 0.8% |
| 35 | XYLXYLEM INC | 29,334 | $3.5M | 0.8% |
| 36 | CPCANADIAN PACIFIC KANSAS CITY | 39,665 | $3.4M | 0.8% |
| 37 | CHKPCHECK POINT SOFTWARE TECH LT | 24,571 | $3.2M | 0.7% |
| 38 | FISVFISERV INC | 61,278 | $3.0M | 0.7% |
| 39 | AMRZAMRIZE LTD | 52,717 | $2.8M | 0.6% |
| 40 | EQTEQT CORP | 52,813 | $2.8M | 0.6% |
| 41 | WATWATERS CORP | 7,277 | $2.7M | 0.6% |
| 42 | MKTXMARKETAXESS HLDGS INC | 22,906 | $2.6M | 0.6% |
| 43 | AMTAMERICAN TOWER CORP | 15,648 | $2.6M | 0.6% |
| 44 | PLDPROLOGIS INC. | 19,104 | $2.6M | 0.6% |
| 45 | TMOTHERMO FISHER SCIENTIFIC INC | 5,040 | $2.5M | 0.6% |
| 46 | ACNACCENTURE PLC IRELAND | 20,110 | $2.5M | 0.6% |
| 47 | ADBEADOBE INC | 11,675 | $2.4M | 0.5% |
| 48 | COHRCOHERENT CORP | 6,047 | $2.4M | 0.5% |
| 49 | CNSCOHEN & STEERS INC | 29,891 | $2.3M | 0.5% |
| 50 | LFUSLITTELFUSE INC | 4,935 | $2.2M | 0.5% |
| 51 | ESABESAB CORPORATION | 21,629 | $2.1M | 0.5% |
| 52 | SSDSIMPSON MFG INC | 9,248 | $1.9M | 0.4% |
| 53 | CRMSALESFORCE INC | 11,822 | $1.9M | 0.4% |
| 54 | TSEMTOWER SEMICONDUCTOR LTD | 6,738 | $1.8M | 0.4% |
| 55 | THGHANOVER INS GROUP INC | 7,983 | $1.7M | 0.4% |
| 56 | PNFPPINNACLE FINL PARTNERS INC | 16,491 | $1.7M | 0.4% |
| 57 | CEFSPROTT ASSET MANAGEMENT LP | 40,752 | $1.6M | 0.4% |
| 58 | IVVISHARES TR | 2,140 | $1.6M | 0.4% |
| 59 | AXSAXIS CAP HLDGS LTD | 14,363 | $1.5M | 0.3% |
| 60 | CVCOCAVCO INDS INC DEL | 2,505 | $1.5M | 0.3% |
| 61 | MTCHMATCH GROUP INC NEW | 39,525 | $1.5M | 0.3% |
| 62 | HWCHANCOCK WHITNEY CORPORATION | 19,852 | $1.5M | 0.3% |
| 63 | GNRCGENERAC HLDGS INC | 4,837 | $1.4M | 0.3% |
| 64 | REYNREYNOLDS CONSUMER PRODS INC | 52,550 | $1.4M | 0.3% |
| 65 | CSXCSX CORP | 29,500 | $1.4M | 0.3% |
| 66 | WTFCWINTRUST FINL CORP | 8,656 | $1.4M | 0.3% |
| 67 | HAEHAEMONETICS CORP MASS | 18,512 | $1.4M | 0.3% |
| 68 | OMABGRUPO AEROPORTUARIO DEL CENT | 12,200 | $1.4M | 0.3% |
| 69 | USBUS BANCORP | 22,000 | $1.3M | 0.3% |
| 70 | UMHUMH PPTYS INC | 88,317 | $1.3M | 0.3% |
| 71 | LEALEAR CORP | 9,544 | $1.3M | 0.3% |
| 72 | MTDRMATADOR RES CO | 25,347 | $1.3M | 0.3% |
| 73 | GNTXGENTEX CORP | 49,462 | $1.3M | 0.3% |
| 74 | RSGREPUBLIC SVCS INC | 5,669 | $1.2M | 0.3% |
| 75 | CHECHEMED CORP NEW | 2,521 | $1.2M | 0.3% |
| 76 | MGYMAGNOLIA OIL & GAS CORP | 45,226 | $1.2M | 0.3% |
| 77 | VSHVISHAY INTERTECHNOLOGY INC | 21,275 | $1.1M | 0.3% |
| 78 | KWRQUAKER HOUGHTON | 7,104 | $1.1M | 0.3% |
| 79 | GMEDGLOBUS MED INC | 14,244 | $1.1M | 0.3% |
| 80 | TMUST-MOBILE US INC | 6,500 | $1.1M | 0.2% |
| 81 | WHDCACTUS INC | 21,168 | $1.1M | 0.2% |
| 82 | AWRAMER STATES WTR CO | 12,958 | $1.1M | 0.2% |
| 83 | TFXTELEFLEX INCORPORATED | 8,272 | $1.0M | 0.2% |
| 84 | MORNMORNINGSTAR INC | 6,705 | $1.0M | 0.2% |
| 85 | JLLJONES LANG LASALLE INC | 3,283 | $1.0M | 0.2% |
| 86 | DLBDOLBY LABORATORIES INC | 18,935 | $996,000 | 0.2% |
| 87 | OMCLOMNICELL COM | 23,314 | $968,000 | 0.2% |
| 88 | FDSFACTSET RESH SYS INC | 4,182 | $962,000 | 0.2% |
| 89 | MOATVANECK ETF TRUST | 9,190 | $955,000 | 0.2% |
| 90 | CXTCRANE NXT CO | 18,455 | $944,000 | 0.2% |
| 91 | CHRDCHORD ENERGY CORPORATION | 8,002 | $915,000 | 0.2% |
| 92 | PFSPROVIDENT FINL SVCS INC | 38,149 | $902,000 | 0.2% |
| 93 | MTHMERITAGE HOMES CORP | 9,953 | $835,000 | 0.2% |
| 94 | OSBCOLD SECOND BANCORP INC DEL | 34,889 | $814,000 | 0.2% |
| 95 | TTEKTETRA TECH INC NEW | 27,809 | $803,000 | 0.2% |
| 96 | FRFIRST INDL RLTY TR INC | 12,832 | $793,000 | 0.2% |
| 97 | MMIMARCUS & MILLICHAP INC | 23,670 | $738,000 | 0.2% |
| 98 | AAPLAPPLE INC | 2,511 | $727,000 | 0.2% |
| 99 | DORMDORMAN PRODS INC | 4,944 | $675,000 | 0.2% |
| 100 | ENSGENSIGN GROUP INC | 4,097 | $657,000 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.