Hunter Perkins Capital Management, LLC — 13F holdings

Hunter Perkins Capital Management, LLC reported 149 holdings worth $446M in its 13F filing for Q2 2026, filed July 16, 2026.

Largest positions

1. BRK.B BERKSHIRE HATHAWAY INC DEL — $26.8M (6.0%)
2. LH LABCORP HOLDINGS INC — $25.3M (5.7%)
3. ELS EQUITY LIFESTYLE PPTYS INC — $25.1M (5.6%)
4. GOOGL ALPHABET INC — $20.9M (4.7%)
5. ADI ANALOG DEVICES INC — $16.5M (3.7%)
6. CASY CASEYS GEN STORES INC — $15.1M (3.4%)
7. EOG EOG RES INC — $12.6M (2.8%)
8. CB CHUBB LIMITED — $12.3M (2.8%)
9. TSM TAIWAN SEMICONDUCTOR MFG LTD — $11.1M (2.5%)
10. JBSS SANFILIPPO JOHN B & SON INC — $10.5M (2.4%)