Institutional Fund
Hunter Perkins Capital Management, LLC
Lombard, ILCIK 18089195 filings on record
Portfolio Value
$424.3K
Q1 2026
Holdings
141
Reported positions
New Buys
39
Opened this quarter
QoQ Change
-1.7%
from $431.4K
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Caseys Gen Stores Inc6.1%
- Equity Lifestyle Pptys Inc5.8%
- Berkshire Hathaway Inc Del5.7%
- Labcorp Holdings Inc5.7%
- Alphabet Inc4.1%
- Eog Res Inc3.3%
- Other69.4%
Portfolio Holdings
141 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Caseys Gen Stores Inc | 35.3K | $25.7K | 6.1% | −6.7K | Reduced |
| 2 | Equity Lifestyle Pptys Inc | 392.5K | $24.5K | 5.8% | +45.8K | Added |
| 3 | Berkshire Hathaway Inc Del | 50.8K | $24.3K | 5.7% | −820 | Reduced |
| 4 | Labcorp Holdings Inc | 90.7K | $24.2K | 5.7% | −5.5K | Reduced |
| 5 | Alphabet Inc | 60.2K | $17.3K | 4.1% | −4.8K | Reduced |
| 6 | Eog Res Inc | 96.7K | $14.0K | 3.3% | +28.8K | Added |
| 7 | Analog Devices Inc | 43.4K | $13.8K | 3.3% | −315 | Reduced |
| 8 | Chubb Limited | 36.3K | $11.9K | 2.8% | −50 | Reduced |
| 9 | Merck & Co Inc | 91.0K | $11.0K | 2.6% | −11.4K | Reduced |
| 10 | Black Hills Corp | 140.7K | $9.8K | 2.3% | +204 | Added |
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