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Hunter Perkins Capital Management, LLC Buys Canadian Pacific Railway, U.S. ...

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·7 min read
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Investment company Hunter Perkins Capital Management, LLC (Current Portfolio) buys Canadian Pacific Railway, U.S. Bancorp, Bristol-Myers Squibb Co, Graphic Packaging Holding Co, First Horizon Corp, sells , Chubb, Marcus & Millichap Inc, F5 Inc, Credit Acceptance Corp during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Hunter Perkins Capital Management, LLC. As of 2021Q4, Hunter Perkins Capital Management, LLC owns 86 stocks with a total value of $533 million. These are the details of the buys and sells.

  • New Purchases: CP, BMY, UCBI, FISV, ATVI, W, QSR, EBMT, PFE, ZTS, UNP, ICE, TSLA, WY, COIN, PHO,

  • Added Positions: USB, GPK, FHN, JBSS, CALM, GOOGL, PB, PII, VTIP, MU, TMO, CASY, BLL, LBRDK,

  • Reduced Positions: CB, MMI, FFIV, LH, MRK, CNS, CERN, HIG, ADI, ELS, MTB, SUI, LKQ, BRK.B, SYK, GD, MRNA, MSFT, CEF, RBNC, AAPL, NUVB,

  • Sold Out: KSU, CACC, THR, PRTA, COLD,


For the details of Hunter Perkins Capital Management, LLC's stock buys and sells,
go to https://www.gurufocus.com/guru/hunter+perkins+capital+management%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Hunter Perkins Capital Management, LLC

  1. Laboratory Corp of America Holdings (LH) - 146,754 shares, 8.64% of the total portfolio. Shares reduced by 8.23%

  2. Equity Lifestyle Properties Inc (ELS) - 353,151 shares, 5.80% of the total portfolio. Shares reduced by 2.41%

  3. Sun Communities Inc (SUI) - 140,963 shares, 5.55% of the total portfolio. Shares reduced by 2.22%

  4. John B Sanfilippo & Son Inc (JBSS) - 264,346 shares, 4.47% of the total portfolio. Shares added by 10.71%

  5. Johnson & Johnson (JNJ) - 123,927 shares, 3.97% of the total portfolio. Shares reduced by 0.54%

New Purchase: Canadian Pacific Railway Ltd (CP)

Hunter Perkins Capital Management, LLC initiated holding in Canadian Pacific Railway Ltd. The purchase prices were between $66.43 and $77.89, with an estimated average price of $73.15. The stock is now traded at around $73.900000. The impact to a portfolio due to this purchase was 2.85%. The holding were 211,182 shares as of 2021-12-31.

New Purchase: Bristol-Myers Squibb Co (BMY)

Hunter Perkins Capital Management, LLC initiated holding in Bristol-Myers Squibb Co. The purchase prices were between $53.63 and $62.52, with an estimated average price of $58.67. The stock is now traded at around $64.055000. The impact to a portfolio due to this purchase was 1.3%. The holding were 110,935 shares as of 2021-12-31.

New Purchase: United Community Banks Inc (UCBI)

Hunter Perkins Capital Management, LLC initiated holding in United Community Banks Inc. The purchase prices were between $32.94 and $36.99, with an estimated average price of $34.98. The stock is now traded at around $35.510000. The impact to a portfolio due to this purchase was 0.84%. The holding were 125,375 shares as of 2021-12-31.

New Purchase: Fiserv Inc (FISV)

Hunter Perkins Capital Management, LLC initiated holding in Fiserv Inc. The purchase prices were between $95.55 and $111.29, with an estimated average price of $103.27. The stock is now traded at around $100.270000. The impact to a portfolio due to this purchase was 0.54%. The holding were 27,885 shares as of 2021-12-31.

New Purchase: Activision Blizzard Inc (ATVI)

Hunter Perkins Capital Management, LLC initiated holding in Activision Blizzard Inc. The purchase prices were between $57.28 and $81.19, with an estimated average price of $68.02. The stock is now traded at around $79.070000. The impact to a portfolio due to this purchase was 0.15%. The holding were 11,810 shares as of 2021-12-31.

New Purchase: Wayfair Inc (W)

Hunter Perkins Capital Management, LLC initiated holding in Wayfair Inc. The purchase prices were between $189.51 and $279.32, with an estimated average price of $235.91. The stock is now traded at around $142.850000. The impact to a portfolio due to this purchase was 0.13%. The holding were 3,725 shares as of 2021-12-31.

Added: U.S. Bancorp (USB)

Hunter Perkins Capital Management, LLC added to a holding in U.S. Bancorp by 323.19%. The purchase prices were between $54.85 and $62.74, with an estimated average price of $59.09. The stock is now traded at around $57.540000. The impact to a portfolio due to this purchase was 2.45%. The holding were 304,905 shares as of 2021-12-31.

Added: Graphic Packaging Holding Co (GPK)

Hunter Perkins Capital Management, LLC added to a holding in Graphic Packaging Holding Co by 140.90%. The purchase prices were between $18.55 and $21.25, with an estimated average price of $20.02. The stock is now traded at around $18.275000. The impact to a portfolio due to this purchase was 1.28%. The holding were 595,975 shares as of 2021-12-31.

Added: First Horizon Corp (FHN)

Hunter Perkins Capital Management, LLC added to a holding in First Horizon Corp by 53.56%. The purchase prices were between $15.24 and $17.47, with an estimated average price of $16.67. The stock is now traded at around $17.220000. The impact to a portfolio due to this purchase was 1.05%. The holding were 987,225 shares as of 2021-12-31.

Added: Cal-Maine Foods Inc (CALM)

Hunter Perkins Capital Management, LLC added to a holding in Cal-Maine Foods Inc by 74.60%. The purchase prices were between $34.54 and $38.3, with an estimated average price of $36.25. The stock is now traded at around $38.850000. The impact to a portfolio due to this purchase was 0.41%. The holding were 138,965 shares as of 2021-12-31.

Added: Alphabet Inc (GOOGL)

Hunter Perkins Capital Management, LLC added to a holding in Alphabet Inc by 55.14%. The purchase prices were between $2673.19 and $2996.77, with an estimated average price of $2884.33. The stock is now traded at around $2617.070000. The impact to a portfolio due to this purchase was 0.17%. The holding were 861 shares as of 2021-12-31.

Added: Vanguard Short-Term Inflation-Protected Securities (VTIP)

Hunter Perkins Capital Management, LLC added to a holding in Vanguard Short-Term Inflation-Protected Securities by 51.49%. The purchase prices were between $50.87 and $51.64, with an estimated average price of $51.18. The stock is now traded at around $50.910000. The impact to a portfolio due to this purchase was 0.12%. The holding were 35,305 shares as of 2021-12-31.

Sold Out: (KSU)

Hunter Perkins Capital Management, LLC sold out a holding in . The sale prices were between $276.49 and $311.4, with an estimated average price of $299.1.

Sold Out: Credit Acceptance Corp (CACC)

Hunter Perkins Capital Management, LLC sold out a holding in Credit Acceptance Corp. The sale prices were between $588.89 and $696.25, with an estimated average price of $645.

Sold Out: Thermon Group Holdings Inc (THR)

Hunter Perkins Capital Management, LLC sold out a holding in Thermon Group Holdings Inc. The sale prices were between $16.15 and $19.82, with an estimated average price of $17.49.

Sold Out: Prothena Corp PLC (PRTA)

Hunter Perkins Capital Management, LLC sold out a holding in Prothena Corp PLC. The sale prices were between $42.11 and $73.26, with an estimated average price of $55.08.

Sold Out: Americold Realty Trust (COLD)

Hunter Perkins Capital Management, LLC sold out a holding in Americold Realty Trust. The sale prices were between $28.13 and $33.31, with an estimated average price of $30.98.



Here is the complete portfolio of Hunter Perkins Capital Management, LLC. Also check out:

1. Hunter Perkins Capital Management, LLC's Undervalued Stocks

2. Hunter Perkins Capital Management, LLC's Top Growth Companies, and

3. Hunter Perkins Capital Management, LLC's High Yield stocks

4. Stocks that Hunter Perkins Capital Management, LLC keeps buyingThis article first appeared on GuruFocus.