13F Insight
DOSSIER · 13F-HR · Q1 2026

Hunter Perkins Capital Management, LLC

$427M in tracked AUM across 143 positions as of Q1 2026.

HP
CIK 0001808919 · last filed Mar 31, 2026
Total AUM
$427M
as of Q1 2026
Holdings
143
—
positions
Whale Score
53
53
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Hunter Perkins Capital Management, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
CASY
CASEYS GEN STORES INC
$26M35K6.0%02
ELS
EQUITY LIFESTYLE PROPERTIES
$24M392K5.7%03
BRK/B
BERKSHIRE HATHAWAY INC DEL
$24M51K5.7%04
LH
LABCORP HOLDINGS INC
$24M91K5.7%05
GOOGL
ALPHABET INC
$17M60K4.1%06
EOG
EOG RES INC
$14M97K3.3%07
ADI
ANALOG DEVICES INC
$14M43K3.2%08
H1467J104
CHUBB LTD SWITZ
$12M36K2.8%09
MRK
MERCK & CO INC
$11M91K2.6%10
BKH
BLACK HILLS CORP
$10M141K2.3%

Filing history

2026Q1Mar 31
$427M▼ 1.4%
143 positionsView →2025Q4Dec 31
$432M▼ 4.1%
116 positionsView →2025Q3Sep 30
$451M▲ 6.7%
115 positionsView →2025Q2Jun 30
$423M▼ 1.8%
110 positionsLocked2025Q1Mar 31
$431M▼ 9.6%
104 positionsLocked2024Q4Dec 31
$476M▼ 3.3%
104 positionsLocked2024Q3Sep 30
$493M▲ 3.6%
106 positionsLocked2024Q2Jun 30
$476M▼ 2.5%
107 positionsLocked2024Q1Mar 31
$488M▲ 2.0%
106 positionsLocked2023Q4Dec 31
$479M▲ 2.8%
89 positionsLocked2023Q3Sep 30
$466M▼ 0.7%
126 positionsLocked2023Q2Jun 30
$469M▲ 10.5%
181 positionsLocked
Showing 12 of 24