Filed: 10/15/2025ACC: 0001808919-25-000005
📋 What this filing means
HUNTER PERKINS CAPITAL MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 115 equity positions with a total reported market value of $451.1K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
115
Positions
$451.1K
Total AUM (reported)
5.40M
Total Shares
Allocation by class
COM$327.1K72.5%
COM SHS$30.7K6.8%
CL B NEW$26.4K5.9%
CAP STK CL A$17.6K3.9%
SPONSORED ADS$10.7K2.4%
CL A$7.3K1.6%
SHS$7.1K1.6%
Portfolio Concentration
Top 3$85.4K18.9%
4–10$93.9K20.8%
11–25$118.4K26.2%
Rest$153.4K34.0%
Top 3 weight
18.9%
Top 10 weight
39.7%
Voting Authority Distribution
Total shares with voting rights: 5.40M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
5.40M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole115
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings115
Rows:
LABCORP HOLDINGS INC
SOLEShares104.59K
TypeSH
Market value$30.0K
6.66%
Sole
0.00
Shared
0.00
None
104.59K
CASEYS GEN STORES INC
SOLEShares51.24K
TypeSH
Market value$29.0K
6.42%
Sole
0.00
Shared
0.00
None
51.24K
BERKSHIRE HATHAWAY INC DEL
SOLEShares52.52K
TypeSH
Market value$26.4K
5.85%
Sole
0.00
Shared
0.00
None
52.52K
EQUITY LIFESTYLE PPTYS INC
SOLEShares339.68K
TypeSH
Market value$20.6K
4.57%
Sole
0.00
Shared
0.00
None
339.68K
ALPHABET INC
SOLEShares72.49K
TypeSH
Market value$17.6K
3.91%
Sole
0.00
Shared
0.00
None
72.49K
ANALOG DEVICES INC
SOLEShares49.19K
TypeSH
Market value$12.1K
2.68%
Sole
0.00
Shared
0.00
None
49.19K
FISERV INC
SOLEShares93.20K
TypeSH
Market value$12.0K
2.66%
Sole
0.00
Shared
0.00
None
93.20K
CHUBB LIMITED
SOLEShares38.24K
TypeSH
Market value$10.8K
2.40%
Sole
0.00
Shared
0.00
None
38.24K
PROSPERITY BANCSHARES INC
SOLEShares159.15K
TypeSH
Market value$10.7K
2.36%
Sole
0.00
Shared
0.00
None
159.15K
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares35.99K
TypeSH
Market value$10.1K
2.24%
Sole
0.00
Shared
0.00
None
35.99K
JOHNSON & JOHNSON
SOLEShares53.55K
TypeSH
Market value$9.9K
2.20%
Sole
0.00
Shared
0.00
None
53.55K
MERCK & CO INC
SOLEShares112.81K
TypeSH
Market value$9.6K
2.12%
Sole
0.00
Shared
0.00
None
112.81K
BLACK HILLS CORP
SOLEShares152.54K
TypeSH
Market value$9.4K
2.08%
Sole
0.00
Shared
0.00
None
152.54K
SANFILIPPO JOHN B & SON INC
SOLEShares145.79K
TypeSH
Market value$9.4K
2.08%
Sole
0.00
Shared
0.00
None
145.79K
TRUIST FINL CORP
SOLEShares203.10K
TypeSH
Market value$9.3K
2.06%
Sole
0.00
Shared
0.00
None
203.10K
GENERAL DYNAMICS CORP
SOLEShares25.54K
TypeSH
Market value$8.7K
1.93%
Sole
0.00
Shared
0.00
None
25.54K
GRAPHIC PACKAGING HLDG CO
SOLEShares434.99K
TypeSH
Market value$8.6K
1.90%
Sole
0.00
Shared
0.00
None
434.99K
HARTFORD INSURANCE GROUP INC
SOLEShares54.60K
TypeSH
Market value$7.3K
1.62%
Sole
0.00
Shared
0.00
None
54.60K
EOG RES INC
SOLEShares61.66K
TypeSH
Market value$6.9K
1.53%
Sole
0.00
Shared
0.00
None
61.66K
JPMORGAN CHASE & CO.
SOLEShares21.83K
TypeSH
Market value$6.9K
1.53%
Sole
0.00
Shared
0.00
None
21.83K
WEBSTER FINL CORP
SOLEShares115.71K
TypeSH
Market value$6.9K
1.52%
Sole
0.00
Shared
0.00
None
115.71K
ELEVANCE HEALTH INC FORMERLY
SOLEShares20.58K
TypeSH
Market value$6.7K
1.47%
Sole
0.00
Shared
0.00
None
20.58K
REGENERON PHARMACEUTICALS
SOLEShares11.62K
TypeSH
Market value$6.5K
1.45%
Sole
0.00
Shared
0.00
None
11.62K
COLUMBIA BKG SYS INC
SOLEShares243.27K
TypeSH
Market value$6.3K
1.39%
Sole
0.00
Shared
0.00
None
243.27K
WEC ENERGY GROUP INC
SOLEShares53.73K
TypeSH
Market value$6.2K
1.36%
Sole
0.00
Shared
0.00
None
53.73K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
LABCORP HOLDINGS INCSOLE | COM SHS | 104.59K | SH | $30.0K 6.66% | 0.00 | 0.00 | 104.59K |
CASEYS GEN STORES INCSOLE | COM | 51.24K | SH | $29.0K 6.42% | 0.00 | 0.00 | 51.24K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 52.52K | SH | $26.4K 5.85% | 0.00 | 0.00 | 52.52K |
EQUITY LIFESTYLE PPTYS INCSOLE | COM | 339.68K | SH | $20.6K 4.57% | 0.00 | 0.00 | 339.68K |
ALPHABET INCSOLE | CAP STK CL A | 72.49K | SH | $17.6K 3.91% | 0.00 | 0.00 | 72.49K |
ANALOG DEVICES INCSOLE | COM | 49.19K | SH | $12.1K 2.68% | 0.00 | 0.00 | 49.19K |
FISERV INCSOLE | COM | 93.20K | SH | $12.0K 2.66% | 0.00 | 0.00 | 93.20K |
CHUBB LIMITEDSOLE | COM | 38.24K | SH | $10.8K 2.40% | 0.00 | 0.00 | 38.24K |
PROSPERITY BANCSHARES INCSOLE | COM | 159.15K | SH | $10.7K 2.36% | 0.00 | 0.00 | 159.15K |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 35.99K | SH | $10.1K 2.24% | 0.00 | 0.00 | 35.99K |
JOHNSON & JOHNSONSOLE | COM | 53.55K | SH | $9.9K 2.20% | 0.00 | 0.00 | 53.55K |
MERCK & CO INCSOLE | COM | 112.81K | SH | $9.6K 2.12% | 0.00 | 0.00 | 112.81K |
BLACK HILLS CORPSOLE | COM | 152.54K | SH | $9.4K 2.08% | 0.00 | 0.00 | 152.54K |
SANFILIPPO JOHN B & SON INCSOLE | COM | 145.79K | SH | $9.4K 2.08% | 0.00 | 0.00 | 145.79K |
TRUIST FINL CORPSOLE | COM | 203.10K | SH | $9.3K 2.06% | 0.00 | 0.00 | 203.10K |
GENERAL DYNAMICS CORPSOLE | COM | 25.54K | SH | $8.7K 1.93% | 0.00 | 0.00 | 25.54K |
GRAPHIC PACKAGING HLDG COSOLE | COM | 434.99K | SH | $8.6K 1.90% | 0.00 | 0.00 | 434.99K |
HARTFORD INSURANCE GROUP INCSOLE | COM | 54.60K | SH | $7.3K 1.62% | 0.00 | 0.00 | 54.60K |
EOG RES INCSOLE | COM | 61.66K | SH | $6.9K 1.53% | 0.00 | 0.00 | 61.66K |
JPMORGAN CHASE & CO.SOLE | COM | 21.83K | SH | $6.9K 1.53% | 0.00 | 0.00 | 21.83K |
WEBSTER FINL CORPSOLE | COM | 115.71K | SH | $6.9K 1.52% | 0.00 | 0.00 | 115.71K |
ELEVANCE HEALTH INC FORMERLYSOLE | COM | 20.58K | SH | $6.7K 1.47% | 0.00 | 0.00 | 20.58K |
REGENERON PHARMACEUTICALSSOLE | COM | 11.62K | SH | $6.5K 1.45% | 0.00 | 0.00 | 11.62K |
COLUMBIA BKG SYS INCSOLE | COM | 243.27K | SH | $6.3K 1.39% | 0.00 | 0.00 | 243.27K |
WEC ENERGY GROUP INCSOLE | COM | 53.73K | SH | $6.2K 1.36% | 0.00 | 0.00 | 53.73K |
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