Hunter Perkins Capital Management, LLC Buys Lamar Advertising Co, Chubb, UniFirst Corp, Sells Weyerhaeuser Co, Citizens Financial Group Inc, Jones Lang LaSalle Inc

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Investment company Hunter Perkins Capital Management, LLC (Current Portfolio) buys Lamar Advertising Co, Chubb, UniFirst Corp, Polaris Inc, M&T Bank Corp, sells Weyerhaeuser Co, Citizens Financial Group Inc, Jones Lang LaSalle Inc, Cedar Fair LP, First Horizon Corp during the 3-months ended 2020Q4, according to the most recent filings of the investment company, Hunter Perkins Capital Management, LLC. As of 2020Q4, Hunter Perkins Capital Management, LLC owns 172 stocks with a total value of $564 million. These are the details of the buys and sells.

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) - 216,592 shares, 7.82% of the total portfolio. Shares reduced by 3%
  2. Lamar Advertising Co (LAMR) - 320,549 shares, 4.73% of the total portfolio. New Position
  3. Apple Inc (AAPL) - 194,583 shares, 4.58% of the total portfolio. Shares added by 1.16%
  4. Equity Lifestyle Properties Inc (ELS) - 367,654 shares, 4.13% of the total portfolio. Shares added by 0.72%
  5. Sun Communities Inc (SUI) - 141,808 shares, 3.82% of the total portfolio. Shares reduced by 0.8%
New Purchase: Lamar Advertising Co (LAMR)

Hunter Perkins Capital Management, LLC initiated holding in Lamar Advertising Co. The purchase prices were between $60.74 and $84.59, with an estimated average price of $75.04. The stock is now traded at around $85.000000. The impact to a portfolio due to this purchase was 4.73%. The holding were 320,549 shares as of 2020-12-31.

New Purchase: Chubb Ltd (CB)

Hunter Perkins Capital Management, LLC initiated holding in Chubb Ltd. The purchase prices were between $116.56 and $155.42, with an estimated average price of $140.9. The stock is now traded at around $153.180000. The impact to a portfolio due to this purchase was 3.62%. The holding were 132,693 shares as of 2020-12-31.

New Purchase: UniFirst Corp (UNF)

Hunter Perkins Capital Management, LLC initiated holding in UniFirst Corp. The purchase prices were between $163.74 and $211.69, with an estimated average price of $190.66. The stock is now traded at around $217.830000. The impact to a portfolio due to this purchase was 2.66%. The holding were 70,734 shares as of 2020-12-31.

New Purchase: Polaris Inc (PII)

Hunter Perkins Capital Management, LLC initiated holding in Polaris Inc. The purchase prices were between $89.19 and $104, with an estimated average price of $95.75. The stock is now traded at around $114.855000. The impact to a portfolio due to this purchase was 2.22%. The holding were 131,350 shares as of 2020-12-31.

New Purchase: M&T Bank Corp (MTB)

Hunter Perkins Capital Management, LLC initiated holding in M&T Bank Corp. The purchase prices were between $93.53 and $128.14, with an estimated average price of $114.51. The stock is now traded at around $137.010000. The impact to a portfolio due to this purchase was 1.78%. The holding were 78,825 shares as of 2020-12-31.

New Purchase: Magna International Inc (MGA)

Hunter Perkins Capital Management, LLC initiated holding in Magna International Inc. The purchase prices were between $47.64 and $73.5, with an estimated average price of $59.29. The stock is now traded at around $76.980000. The impact to a portfolio due to this purchase was 1.76%. The holding were 139,803 shares as of 2020-12-31.

Added: Thermon Group Holdings Inc (THR)

Hunter Perkins Capital Management, LLC added to a holding in Thermon Group Holdings Inc by 294.62%. The purchase prices were between $10.01 and $16.76, with an estimated average price of $13.42. The stock is now traded at around $15.250000. The impact to a portfolio due to this purchase was 0.81%. The holding were 388,997 shares as of 2020-12-31.

Added: Microsoft Corp (MSFT)

Hunter Perkins Capital Management, LLC added to a holding in Microsoft Corp by 625.58%. The purchase prices were between $202.33 and $224.96, with an estimated average price of $215.16. The stock is now traded at around $241.540000. The impact to a portfolio due to this purchase was 0.66%. The holding were 19,518 shares as of 2020-12-31.

Added: Cohen & Steers Inc (CNS)

Hunter Perkins Capital Management, LLC added to a holding in Cohen & Steers Inc by 103.74%. The purchase prices were between $55.99 and $78.03, with an estimated average price of $66.35. The stock is now traded at around $66.880000. The impact to a portfolio due to this purchase was 0.62%. The holding were 92,650 shares as of 2020-12-31.

Added: Reliant Bancorp Inc (RBNC)

Hunter Perkins Capital Management, LLC added to a holding in Reliant Bancorp Inc by 455.58%. The purchase prices were between $14.73 and $19.32, with an estimated average price of $17.6. The stock is now traded at around $20.720000. The impact to a portfolio due to this purchase was 0.36%. The holding were 134,450 shares as of 2020-12-31.

Added: Hormel Foods Corp (HRL)

Hunter Perkins Capital Management, LLC added to a holding in Hormel Foods Corp by 324.00%. The purchase prices were between $46.44 and $52.51, with an estimated average price of $48.73. The stock is now traded at around $47.130000. The impact to a portfolio due to this purchase was 0.27%. The holding were 42,400 shares as of 2020-12-31.

Added: Alphabet Inc (GOOGL)

Hunter Perkins Capital Management, LLC added to a holding in Alphabet Inc by 148.67%. The purchase prices were between $1451.02 and $1824.97, with an estimated average price of $1687.54. The stock is now traded at around $2056.820000. The impact to a portfolio due to this purchase was 0.26%. The holding were 1,405 shares as of 2020-12-31.

Sold Out: Irish Continental Group PLC (IRCUF)

Hunter Perkins Capital Management, LLC sold out a holding in Irish Continental Group PLC. The sale prices were between $3.95 and $4.89, with an estimated average price of $4.43.

Sold Out: Telesites SAB de CV (TSSLF)

Hunter Perkins Capital Management, LLC sold out a holding in Telesites SAB de CV. The sale prices were between $0.83 and $1.12, with an estimated average price of $0.99.

Sold Out: Donaldson Co Inc (DCI)

Hunter Perkins Capital Management, LLC sold out a holding in Donaldson Co Inc. The sale prices were between $47.22 and $56.95, with an estimated average price of $52.95.

Sold Out: Sunstone Hotel Investors Inc (SHO)

Hunter Perkins Capital Management, LLC sold out a holding in Sunstone Hotel Investors Inc. The sale prices were between $7.27 and $11.42, with an estimated average price of $9.64.

Sold Out: Vicat SA (4HM)

Hunter Perkins Capital Management, LLC sold out a holding in Vicat SA. The sale prices were between $25.05 and $35.65, with an estimated average price of $31.46.

Sold Out: Canadian Tire Corp Ltd (CDNAF)

Hunter Perkins Capital Management, LLC sold out a holding in Canadian Tire Corp Ltd. The sale prices were between $101.03 and $131.85, with an estimated average price of $120.15.



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