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Hunter Perkins Capital Management, LLC
Hunter Perkins Capital Management, LLC is an SEC-registered investment adviser headquartered in Lombard, Illinois. The firm primarily serves high net worth individuals and select institutional clients, managing approximately $1 billion in assets as of March 2025. Founded in Delaware, the firm operates with a team of around 10 employees and focuses on tailored investment management with an emphasis on fundamental analysis and value-oriented strategies.
Investment Strategy
Hunter Perkins Capital Management, LLC employs a research-driven, fundamental investment approach focusing on value-based equity strategies. The firm customizes portfolios for high net worth individuals and institutional clients, investing across various sectors with rigorous company analysis and risk management. Their approach seeks long-term capital appreciation through concentrated positions in high-conviction stocks while emphasizing downside protection and prudent diversification.
Latest 13F Filing Activity
Hunter Perkins Capital Management, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 115 equity positions with a total 13F market value of $451M. The fund increased holdings in Alphabet Inc., Nextera Energy Inc., Southstate BK Corp. among other positions. Hunter Perkins Capital Management, LLC reduced exposure to LKQ Corp., Southstate Corporation, Graphic Packaging HLDG Co. among others.
Top Holdings
Equity Positions (115)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
L LH | LABCORP HOLDINGS INC | 6.66% | $30.0M | 104,594 | $203.40 | $287.06 | +$2.4M |
C CASY | CASEYS GEN STORES INC | 6.42% | $29.0M | 51,240 | $197.20 | $565.32 | +$2.0M |
| BERKSHIRE HATHAWAY INC DEL | 5.85% | $26.4M | 52,516 | $282.46 | $502.74 | +$760.0K | |
E ELS | EQUITY LIFESTYLE PPTYS INC | 4.57% | $20.6M | 339,676 | $64.27 | $60.70 | +$2.6M |
| ALPHABET INC | 3.91% | $17.6M | 72,494 | $115.36 | $243.10 | +$4.8M |
Industry Allocation
Investment Team (1)
| Name | Role | Location | |
|---|---|---|---|
 | Analyst | Chicago, IL , United States |
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