Hunter Perkins Capital Management
Hunter Perkins Capital Management reported 149 stocks worth $446K in its 13F filing for Q2 2026, filed Jul 16, 2026. Its largest holdings are BRK.B (6.0%), LH (5.7%) and ELS (5.6%). Compared with Q1 2026, the fund opened new positions in XYL, EQT and TMUS, added to BRK.B, TSM and COLB, trimmed LH, ELS and GOOGL and sold out of ZD, LSTR and TYL.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  BRK.B Berkshire Hathaway Inc Del | $27K | 6.0% | 53K | +2,687 (+5%) | 8 of 8 | |
| 2 |  LH Labcorp Hldgs Inc | $25K | 5.7% | 90K | −358 (−0%) | 8 of 8 | |
| 3 |  ELS Equity Lifestyle Pptys Inc | $25K | 5.6% | 390K | −2,484 (−1%) | 8 of 8 | |
| 4 |  GOOGL Alphabet Inc | $21K | 4.7% | 58K | −1,805 (−3%) | 8 of 8 | |
| 5 |  ADI Analog Devices Inc | $16K | 3.7% | 41K | −1,966 (−5%) | 8 of 8 | |
| 6 |  CASY Caseys Genl | $15K | 3.4% | 19K | −16K (−46%) | 8 of 8 | |
| 7 |  EOG Eog Res Inc | $13K | 2.8% | 97K | No change | 8 of 8 | |
| 8 |  CB Chubb Ltd F | $12K | 2.8% | 36K | −200 (−1%) | 8 of 8 | |
| 9 |  TSM Taiwan Semiconductor Mfg Ltd | $11K | 2.5% | 23K | +512 (+2%) | 8 of 8 | |
| 10 |  JBSS SANFILIPPO JOHN B & SON INC | $11K | 2.4% | 122K | −670 (−1%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 16, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Hunter Perkins Capital Management 13F FAQ
What does Hunter Perkins Capital Management own?
Hunter Perkins Capital Management reported 149 stocks worth $446K in its 13F filing for Q2 2026, filed Jul 16, 2026. Its largest holdings are BRK.B (6.0%), LH (5.7%) and ELS (5.6%). The table above lists every position in the filing (the top 10 without an account).
What did Hunter Perkins Capital Management buy and sell in Q2 2026?
Compared with Q1 2026: 13 new positions, 33 added to, 59 trimmed and 5 sold out. New positions include XYL, EQT and TMUS. It sold all of ZD, LSTR and TYL.
When will Hunter Perkins Capital Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Hunter Perkins Capital Management's portfolio worth?
The Q2 2026 filing reports $446K in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.