HPCM
JBSS icon

Hunter Perkins Capital Management’s John B. Sanfilippo & Son JBSS Stock Holding History

Hunter Perkins Capital Management’s Portfolio JBSS Stock Details JBSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.5M Sell
122,189
-670
-0.5% -$53K 2.36% 10
2026
Q1 		$9.75M Sell
122,859
-13,324
-10% -$1.03M 2.28% 11
2025
Q4 		$9.62M Sell
136,183
-9,605
-7% -$653K 2.22% 11
2025
Q3 		$9.37M Buy
145,788
+790
+0.5% +$51.2K 2.08% 14
2025
Q2 		$9.17M Buy
144,998
+25,229
+21% +$1.62M 2.17% 13
2025
Q1 		$8.49M Buy
119,769
+14,301
+14% +$1.09M 1.97% 15
2024
Q4 		$9.19M Buy
105,468
+21,695
+26% +$1.92M 1.93% 18
2024
Q3 		$7.9M Buy
83,773
+6,331
+8% +$613K 1.6% 22
2024
Q2 		$7.53M Sell
77,442
-1,310
-2% -$131K 1.58% 24
2024
Q1 		$8.34M Sell
78,752
-2,360
-3% -$243K 1.71% 24
2023
Q4 		$8.36M Buy
81,112
+4,339
+6% +$426K 1.75% 23
2023
Q3 		$7.58M Sell
76,773
-93,393
-55% -$9.82M 1.63% 21
2023
Q2 		$8.87M Buy
170,166
+75,523
+80% +$8.47M 1.89% 16
2023
Q1 		$9.17M Sell
94,643
-8,740
-8% -$780K 2.16% 14
2022
Q4 		$8.41M Sell
103,383
-8,202
-7% -$668K 1.89% 20
2022
Q3 		$8.45M Buy
111,585
+34,094
+44% +$2.58M 2.07% 18
2022
Q2 		$5.62M Sell
77,491
-145,850
-65% -$11.1M 1.29% 24
2022
Q1 		$18.6M Sell
223,341
-41,005
-16% -$3.4M 3.74% 9
2021
Q4 		$23.8M Buy
264,346
+25,580
+11% +$2.19M 4.47% 4
2021
Q3 		$19.5M Buy
238,766
+89,596
+60% +$7.78M 3.97% 10
2021
Q2 		$13.2M Buy
149,170
+1,755
+1% +$160K 2.46% 18
2021
Q1 		$13.3M Buy
147,415
+144,341
+4,696% +$12.5M 2.69% 15
2020
Q4 		$242K Buy
+3,074
New +$234K 0.04% 158

Other funds holding JBSS

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
WCP
Wealthcare Capital Partners West Chester, Pennsylvania $242M AUM 18.96% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Hunter Perkins Capital Management's JBSS Position: Q2 2026 in Review

Hunter Perkins Capital Management reduced its John B. Sanfilippo & Son (JBSS) stake by 0.55% in Q2 2026, selling an estimated $53K and leaving 122,189 shares worth $10.5M. The position accounts for 2.36% of the portfolio, ranked #10.

Hunter Perkins Capital Management first reported a position in JBSS in Q4 2020 and has held it in 23 quarters since. The position peaked at $23.8M in Q4 2021. 16 funds tracked by Wall St. Rank hold JBSS as of Q2 2026.

  • Hunter Perkins Capital Management held 122,189 shares of John B. Sanfilippo & Son worth $10.5M as of Q2 2026.
  • Hunter Perkins Capital Management sold 670 John B. Sanfilippo & Son shares in Q2 2026, an estimated $53K.
  • John B. Sanfilippo & Son made up 2.36% of Hunter Perkins Capital Management's portfolio in Q2 2026, its #10 holding.
  • Hunter Perkins Capital Management first reported a position in John B. Sanfilippo & Son in Q4 2020 and has held it in 23 quarters since.
  • Hunter Perkins Capital Management's John B. Sanfilippo & Son position peaked at $23.8M in Q4 2021.
  • 16 funds tracked by Wall St. Rank held John B. Sanfilippo & Son as of Q2 2026.

Based on Hunter Perkins Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.