Hunter Perkins Capital Management, LLC
SEC Form 13F institutional filer · CIK 0001808919
13F-HR · 56 reported holdings · 2026-03-31
Reported long-US-equity value
$0.00B
Top-10 concentration
58.2%
Hunter Perkins Capital Management, LLC — $273K AUM allocation strategy
Hunter Perkins Capital Management, LLC files SEC Form 13F and reports $273K of long US equity value across 56 reported holdings for 2026-03-31.
Its largest sector bet is Health Care 23.3%, followed by Financials 19.9% and Consumer Staples 9.4%.
The top 10 holdings account for 58% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Hunter Perkins Capital Management, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$273K
total across 56 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
58% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$EOG +28.8K sh · +$6.85K+$FANG +16.8K sh · +$3.93K+$ZTS +9.79K sh · +$922
Biggest trims (shares)
−$TFC −48.3K sh · −$2.86K−$FISV −17.8K sh · −$1.75K−$MRK −11.4K sh · +$154
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Food Retail9.4%—
- Multi-Sector Holdings8.9%—
- Health Care Services8.8%—
- Pharmaceuticals8.6%—
- Oil & Gas Exploration & Production7.2%—
- Property & Casualty Insurance6.4%—
- Interactive Media & Services6.3%—
- Semiconductors5.1%—
- Other holdings39.3%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $CASY | Casey's General Stores Inc | 35.3K | $25.7K | -6.72K | 9.4% |
| $BRK.B | Berkshire Hathaway Inc.-Class B | 50.8K | $24.3K | -820 | 8.9% |
| $LH | Labcorp Holdings Inc | 90.7K | $24.2K | -5.45K | 8.9% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 60.2K | $17.3K | -4.85K | 6.3% |
| $EOG | EOG Resources Inc | 96.7K | $14K | +28.8K | 5.1% |
| $ADI | Analog Devices Inc | 43.4K | $13.8K | -315 | 5.1% |
| $CB | Chubb Limited | 36.3K | $11.9K | -50 | 4.3% |
| $MRK | Merck & Company Inc | 91K | $11K | -11.4K | 4.0% |
| $REGN | Regeneron Pharmaceuticals Inc | 11K | $8.49K | +100 | 3.1% |
| $GD | General Dynamics Corporation | 24.4K | $8.38K | -15 | 3.1% |
…and 46 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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