Hunter Perkins Capital Management, LLC Q3 2025 Filing
Filed October 15, 2025
Portfolio Value
$451.1M
Holdings
115
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (115 positions)
| Stock | Value |
|---|---|
LHLABCORP HOLDINGS INC | $30.0M |
CASYCASEYS GEN STORES INC | $29.0M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $26.4M |
ELSEQUITY LIFESTYLE PPTYS INC | $20.6M |
GOOGLALPHABET INC | $17.6M |
ADIANALOG DEVICES INC | $12.1M |
FISVFISERV INC | $12.0M |
CBCHUBB LIMITED | $10.8M |
PBPROSPERITY BANCSHARES INC | $10.7M |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $10.1M |
JNJJOHNSON & JOHNSON | $9.9M |
MRKMERCK & CO INC | $9.6M |
BKHBLACK HILLS CORP | $9.4M |
JBSSSANFILIPPO JOHN B & SON INC | $9.4M |
TFCTRUIST FINL CORP | $9.3M |
GDGENERAL DYNAMICS CORP | $8.7M |
GPKGRAPHIC PACKAGING HLDG CO | $8.6M |
HIGHARTFORD INSURANCE GROUP INC | $7.3M |
EOGEOG RES INC | $6.9M |
JPMJPMORGAN CHASE & CO. | $6.9M |
WBSWEBSTER FINL CORP | $6.9M |
ELVELEVANCE HEALTH INC FORMERLY | $6.7M |
REGNREGENERON PHARMACEUTICALS | $6.5M |
COLBCOLUMBIA BKG SYS INC | $6.3M |
WECWEC ENERGY GROUP INC | $6.2M |
AOSSMITH A O CORP | $5.8M |
ENSGENSIGN GROUP INC | $5.5M |
SUISUN CMNTYS INC | $5.2M |
FCCOFIRST CMNTY CORP S C | $5.1M |
LKQ1LKQ CORP | $4.8M |
FLOFLOWERS FOODS INC | $4.7M |
ICLRICON PLC | $4.6M |
CHKPCHECK POINT SOFTWARE TECH LT | $4.6M |
SCHWSCHWAB CHARLES CORP | $4.6M |
BRK-BBERKSHIRE HATHAWAY INC DEL | $4.5M |
MIDDMIDDLEBY CORP | $4.3M |
GNTXGENTEX CORP | $4.3M |
NEENEXTERA ENERGY INC | $4.0M |
SSBSOUTHSTATE BK CORP | $3.5M |
AMTAMERICAN TOWER CORP NEW | $3.1M |
SYKSTRYKER CORPORATION | $3.0M |
GOOGALPHABET INC | $3.0M |
CPCANADIAN PACIFIC KANSAS CITY | $3.0M |
COHRCOHERENT CORP | $2.8M |
ACNACCENTURE PLC IRELAND | $2.6M |
TMOTHERMO FISHER SCIENTIFIC INC | $2.4M |
PLDPROLOGIS INC. | $2.3M |
CEF/USPROTT ASSET MANAGEMENT LP | $2.1M |
WATWATERS CORP | $2.1M |
TSEMTOWER SEMICONDUCTOR LTD | $1.6M |
FANGDIAMONDBACK ENERGY INC | $1.6M |
MTCHMATCH GROUP INC NEW | $1.6M |
THGHANOVER INS GROUP INC | $1.6M |
LAZLAZARD INC | $1.5M |
FITBFIFTH THIRD BANCORP | $1.4M |
CVCOCAVCO INDS INC DEL | $1.4M |
IVVISHARES TR | $1.4M |
HWCHANCOCK WHITNEY CORPORATION | $1.4M |
AXSAXIS CAP HLDGS LTD | $1.4M |
G7AGRUPO AEROPORTUARIO DEL CENT | $1.4M |
LFUSLITTELFUSE INC | $1.4M |
SPYSPDR S&P 500 ETF TR | $1.3M |
LEALEAR CORP | $1.3M |
UMHUMH PPTYS INC | $1.3M |
RSGREPUBLIC SVCS INC | $1.3M |
SSDSIMPSON MFG INC | $1.3M |
WF2WINTRUST FINL CORP | $1.3M |
REYNREYNOLDS CONSUMER PRODS INC | $1.3M |
PNFPPINNACLE FINL PARTNERS INC | $1.2M |
USBUS BANCORP DEL | $1.2M |
AAPLAPPLE INC | $1.1M |
ELMEELME COMMUNITIES | $1.1M |
AFWALIGN TECHNOLOGY INC | $1.1M |
ESABESAB CORPORATION | $1.1M |
TECHBIO-TECHNE CORP | $1.1M |
ASOACADEMY SPORTS & OUTDOORS IN | $1.1M |
CSXCSX CORP | $1.0M |
MGYMAGNOLIA OIL & GAS CORP | $1.0M |
KWRQUAKER HOUGHTON | $1.0M |
MSFTMICROSOFT CORP | $1.0M |
AMRZAMRIZE LTD | $975K |
AWIARMSTRONG WORLD INDS INC NEW | $921K |
MTDRMATADOR RES CO | $913K |
MMIMARCUS & MILLICHAP INC | $904K |
VSHVISHAY INTERTECHNOLOGY INC | $883K |
CNSCOHEN & STEERS INC | $875K |
HAEHAEMONETICS CORP MASS | $866K |
MSAMSA SAFETY INC | $860K |
TNETTRINET GROUP INC | $833K |
FRFIRST INDL RLTY TR INC | $799K |
OSBCOLD SECOND BANCORP INC ILL | $792K |
ETSYETSY INC | $784K |
WHDCACTUS INC | $750K |
GNRCGENERAC HLDGS INC | $731K |
PQ3PROVIDENT FINL SVCS INC | $730K |
JXC1ZIFF DAVIS INC | $702K |
GMEDGLOBUS MED INC | $681K |
JLLJONES LANG LASALLE INC | $670K |
MUFGMITSUBISHI UFJ FINL GROUP IN | $652K |
—WNS HLDGS LTD | $646K |
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