account_balance
Investment manager · 13F filer · SEC CIK 1808919
Hunter Perkins Capital Management, LLC
Reported value$398Mas of Sep 30, 2026
Positions117 4 new, 36 sold out
Top 10 weight38.0%ELS alone is 6%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
ELSEquity Lifestyle Properties Inc
5.6%Trimmed −2%
BRK-BBerkshire Hathaway Inc
5.4%Trimmed −20%
LHLabcorp Holdings Inc.
5.3%Trimmed −24%
ADIAnalog Devices Inc
4.0%Trimmed −3%
GOOGLAlphabet Inc.
3.9%Trimmed −23%
EOGEOG Resources Inc
3.1%Trimmed −6%
CASYCasey's General Stores Inc
2.9%
CBChubb Ltd
2.8%Trimmed −7%
TSMTaiwan Semiconductor Manufacturing Co Ltd
2.6%
BKHBlack Hills Corp
2.4%
MRKMerck & Co., Inc.
2.3%Trimmed −3%
MSFTMicrosoft Corp
2.3%Added +13%
ELSEquity Lifestyle Properties Inc
5.6%Trimmed −2%
BRK-BBerkshire Hathaway Inc
5.4%Trimmed −20%
LHLabcorp Holdings Inc.
5.3%Trimmed −24%
ADIAnalog Devices Inc
4.0%Trimmed −3%
GOOGLAlphabet Inc.
3.9%Trimmed −23%
EOGEOG Resources Inc
3.1%
CASYCasey's General Stores Inc
2.9%
CBChubb Ltd
2.8%
TSMTaiwan Semiconductor Manufacturing Co Ltd
2.6%
BKH2.4%MRK2.3%MSFTBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
ELS Equity Lifestyle Properties Inc 5.6% Trimmed −2%BRK-B Berkshire Hathaway Inc 5.4% Trimmed −20%LH Labcorp Holdings Inc. 5.3% Trimmed −24%ADI Analog Devices Inc 4.0% Trimmed −3%GOOGL Alphabet Inc. 3.9% Trimmed −23%EOG EOG Resources Inc 3.1% Trimmed −6%CASY Casey's General Stores Inc 2.9% HeldCB Chubb Ltd 2.8% Trimmed −7%TSM Taiwan Semiconductor Manufacturing Co Ltd 2.6% HeldBKH Black Hills Corp 2.4% HeldMRK Merck & Co., Inc. 2.3% Trimmed −3%MSFT Microsoft Corp 2.3% Added +13%
What changed
Biggest moves since Jun 30, 2026
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