SEC 13F Intelligence

Hunter Perkins Capital Management, LLC / TSM

Hunter Perkins Capital Management, LLC’s Taiwan Semiconductor Manufac Position

Does Hunter Perkins Capital Management, LLC own Taiwan Semiconductor Manufac (TSM)? Yes22.7K shares worth $8M (+1.80% of its 13F portfolio) as of Q1 2026, down from 27.4K shares the prior filed quarter.

Position Value
$8M
Q1 2026
Shares
22.7K
% of Portfolio
+1.80%
Quarters Held
13
currently held

Position History TSM

Reported value by quarter
Q4 ’20: $2MQ4 ’20Q2 ’23: $2MQ3 ’23: $2MQ3 ’23Q4 ’23: $3MQ1 ’24: $4MQ1 ’24Q2 ’24: $5MQ3 ’24: $5MQ3 ’24Q4 ’24: $5MQ1 ’25: $6MQ1 ’25Q2 ’25: $8MQ3 ’25: $10MQ3 ’25Q4 ’25: $8MQ1 ’26: $8MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202622.7K$8M+1.80%
Q4 202527.4K$8M+1.93%
Q3 202536.0K$10M+2.24%
Q2 202536.1K$8M+1.94%
Q1 202536.1K$6M+1.40%
Q4 202425.2K$5M+1.05%
Q3 202426.4K$5M+0.93%
Q2 202427.1K$5M+0.99%
Q1 202429.4K$4M+0.82%
Q4 202331.0K$3M+0.68%
Q3 202326.1K$2M+0.49%
Q2 202315.8K$2M+0.34%
Q4 202014.8K$2M+0.29%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Hunter Perkins Capital Management, LLC’s full portfolio or all institutional holders of TSM.