Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Hunter Perkins Capital Management, LLC (CIK 1808919) reported $426.6M across 140 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: CASY ($25.7M, 6.02%), ELS ($24.5M, 5.74%), BRK/B ($24.3M, 5.71%), LH ($24.2M, 5.67%), GOOGL ($17.3M, 4.06%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CASY | CASEYS GEN STORES INC | $25.7M | 6.02% | 35,301 | Trimmed |
| 2 | ELS | EQUITY LIFESTYLE PROPERTIES | $24.5M | 5.74% | 392,473 | Added |
| 3 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $24.3M | 5.71% | 50,783 | Trimmed |
| 4 | LH | LABCORP HOLDINGS INC | $24.2M | 5.67% | 90,655 | Trimmed |
| 5 | GOOGL | ALPHABET INC | $17.3M | 4.06% | 60,187 | Trimmed |
| 6 | EOG | EOG RES INC | $14.0M | 3.28% | 96,711 | Added |
| 7 | ADI | ANALOG DEVICES INC | $13.8M | 3.24% | 43,433 | Trimmed |
| 8 | CB | CHUBB LTD SWITZ | $11.9M | 2.78% | 36,297 | Trimmed |
| 9 | MRK | MERCK & CO INC | $11.0M | 2.59% | 91,046 | Trimmed |
| 10 | BKH | BLACK HILLS CORP | $9.8M | 2.29% | 140,713 | Added |
| 11 | JBSS | SANFILIPPO JOHN B & SON INC | $9.7M | 2.28% | 122,859 | Trimmed |
| 12 | PB | PROSPERITY BANCSHARES INC | $9.1M | 2.14% | 134,885 | Added |
| 13 | REGN | REGENERON PHARMACEUTICALS | $8.5M | 1.99% | 10,987 | Added |
| 14 | GD | GENERAL DYNAMICS CORP | $8.4M | 1.97% | 24,423 | Trimmed |
| 15 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $7.7M | 1.80% | 22,682 | Trimmed |
| 16 | JNJ | JOHNSON & JOHNSON | $7.7M | 1.79% | 31,308 | Trimmed |
| 17 | ALGN | ALIGN TECHNOLOGY INC | $7.5M | 1.76% | 43,687 | Trimmed |
| 18 | TFC | TRUIST FINL CORP | $6.8M | 1.61% | 148,966 | Trimmed |
| 19 | COLB | COLUMBIA BKG SYS INC | $6.2M | 1.46% | 226,849 | Trimmed |
| 20 | WEC | WEC ENERGY GROUP INC | $6.2M | 1.45% | 53,284 | Trimmed |
| 21 | FANG | DIAMONDBACK ENERGY INC | $5.8M | 1.37% | 29,449 | Added |
| 22 | JPM | JPMORGAN CHASE & CO | $5.7M | 1.33% | 19,285 | Hold |
| 23 | HIG | HARTFORD INSURANCE GROUP INC | $5.6M | 1.31% | 41,155 | Trimmed |
| 24 | ENSG | ENSIGN GROUP INC | $5.1M | 1.19% | 25,289 | Trimmed |
| 25 | AOS | SMITH A O CORP | $5.1M | 1.19% | 77,043 | Added |
Source: SEC Form 13F filings · as of 2026-03-31