Hunter Perkins Capital Management, LLC Q2 2025 Filing
Filed July 22, 2025
Portfolio Value
$422.8M
Holdings
110
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (110 positions)
| Stock | Value |
|---|---|
LHLABCORP HOLDINGS INC | $27.6M |
CASYCASEYS GEN STORES INC | $26.9M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $25.6M |
ELSEQUITY LIFESTYLE PPTYS INC | $18.1M |
FISVFISERV INC | $13.5M |
GOOGLALPHABET INC | $12.8M |
ADIANALOG DEVICES INC | $11.7M |
CBCHUBB LIMITED | $11.1M |
PBPROSPERITY BANCSHARES INC | $10.9M |
BKHBLACK HILLS CORP | $10.9M |
LKQ1LKQ CORP | $10.4M |
GPKGRAPHIC PACKAGING HLDG CO | $10.3M |
JBSSSANFILIPPO JOHN B & SON INC | $9.2M |
MRKMERCK & CO INC | $9.1M |
TFCTRUIST FINL CORP | $8.8M |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $8.2M |
JNJJOHNSON & JOHNSON | $8.2M |
GDGENERAL DYNAMICS CORP | $7.5M |
EOGEOG RES INC | $7.4M |
HIGHARTFORD INSURANCE GROUP INC | $7.0M |
JPMJPMORGAN CHASE & CO. | $6.5M |
WBSWEBSTER FINL CORP | $6.5M |
ELVELEVANCE HEALTH INC | $6.0M |
WECWEC ENERGY GROUP INC | $5.8M |
MIDDMIDDLEBY CORP | $5.7M |
COLBCOLUMBIA BKG SYS INC | $5.7M |
ENSGENSIGN GROUP INC | $5.4M |
AOSSMITH A O CORP | $5.3M |
SUISUN CMNTYS INC | $5.1M |
CHKPCHECK POINT SOFTWARE TECH LT | $4.9M |
REGNREGENERON PHARMACEUTICALS | $4.4M |
FCCOFIRST CMNTY CORP S C | $4.4M |
SCHWSCHWAB CHARLES CORP | $4.4M |
BRK-BBERKSHIRE HATHAWAY INC DEL | $4.4M |
FLOFLOWERS FOODS INC | $3.8M |
AMTAMERICAN TOWER CORP NEW | $3.5M |
GNTXGENTEX CORP | $3.4M |
COHRCOHERENT CORP | $3.4M |
ICLRICON PLC | $3.3M |
SSBUSDSOUTHSTATE CORPORATION | $3.3M |
SYKSTRYKER CORPORATION | $3.2M |
CPCANADIAN PACIFIC KANSAS CITY | $3.2M |
SPYSPDR S&P 500 ETF TR | $2.5M |
WATWATERS CORP | $2.4M |
GOOGALPHABET INC | $2.2M |
SLSNSOLESENCE INC | $1.9M |
PLDPROLOGIS INC. | $1.8M |
CEF/USPROTT PHYSICAL GOLD & SILVE | $1.8M |
PNFPPINNACLE FINL PARTNERS INC | $1.7M |
FANGDIAMONDBACK ENERGY INC | $1.7M |
AXSAXIS CAP HLDGS LTD | $1.7M |
THGHANOVER INS GROUP INC | $1.6M |
G7AGRUPO AEROPORTUARIO DEL CENT | $1.5M |
UMHUMH PPTYS INC | $1.5M |
RSGREPUBLIC SVCS INC | $1.4M |
MTCHMATCH GROUP INC NEW | $1.4M |
FITBFIFTH THIRD BANCORP | $1.4M |
LAZLAZARD INC | $1.4M |
IVVISHARES TR | $1.3M |
LEALEAR CORP | $1.3M |
HWCHANCOCK WHITNEY CORPORATION | $1.3M |
LFUSLITTELFUSE INC | $1.2M |
WF2WINTRUST FINL CORP | $1.2M |
SSDSIMPSON MFG INC | $1.2M |
CVCOCAVCO INDS INC DEL | $1.2M |
VSHVISHAY INTERTECHNOLOGY INC | $1.2M |
USBUS BANCORP DEL | $1.1M |
REYNREYNOLDS CONSUMER PRODS INC | $1.1M |
TSEMTOWER SEMICONDUCTOR LTD | $1.1M |
ESABESAB CORPORATION | $1.0M |
ASOACADEMY SPORTS & OUTDOORS IN | $1.0M |
TECHBIO-TECHNE CORP | $1.0M |
ELMEELME COMMUNITIES | $1.0M |
MSFTMICROSOFT CORP | $1.0M |
MTDRMATADOR RES CO | $969K |
MGYMAGNOLIA OIL & GAS CORP | $967K |
CSXCSX CORP | $963K |
CNSCOHEN & STEERS INC | $929K |
AAPLAPPLE INC | $926K |
MMIMARCUS & MILLICHAP INC | $914K |
KWRQUAKER HOUGHTON | $871K |
MSAMSA SAFETY INC | $838K |
OSBCOLD SECOND BANCORP INC ILL | $813K |
AWIARMSTRONG WORLD INDS INC NEW | $811K |
TNETTRINET GROUP INC | $794K |
FRFIRST INDL RLTY TR INC | $746K |
LEVILEVI STRAUSS & CO NEW | $659K |
GNRCGENERAC HLDGS INC | $625K |
ETSYETSY INC | $593K |
JLLJONES LANG LASALLE INC | $574K |
MUFGMITSUBISHI UFJ FINL GROUP IN | $561K |
—WNS HLDGS LTD | $535K |
HAEHAEMONETICS CORP MASS | $530K |
GMEDGLOBUS MED INC | $521K |
CNMCORE & MAIN INC | $519K |
BXCBLUELINX HLDGS INC | $495K |
JXC1ZIFF DAVIS INC | $493K |
MRCYMERCURY SYS INC | $477K |
WHDCACTUS INC | $462K |
PQ3PROVIDENT FINL SVCS INC | $441K |
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