HUTNER CAPITAL MANAGEMENT INC
•CIK: 944733•Filing: Q4 2025
**HUTNER CAPITAL MANAGEMENT INC** manages $240M across a diversified portfolio of 44 positions. The firm exhibits a clear focus on high-quality, established compounders, evidenced by significant allocations to Berkshire Hathaway (BRK/A at $30.9M and BRK/B at $21.1M). Key holdings also include technology giants like Alphabet (GOOG) at $12.4M and consumer staples leaders such as Costco (COST) at $12.2M. This concentrated approach suggests a value-oriented mandate targeting durable, blue-chip cash flows.
Total AUM
$239.6M
QoQ Performance
+1.4%
Positions
44
Top 10 Concentration
57.8%
Latest Filing
Q4 2025
Top Holdings Allocation
BRK.A
BRK.B
GOOGL
COST
BRK.A12.9%
BRK.B8.8%
GOOGL5.2%
COST5.1%
PM4.9%
KO4.5%
MCD4.5%
FNV4.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other43.6%
Consumer Staples16.1%
Consumer12.7%
Healthcare10.2%
Technology7.8%
Financial6.4%
Industrial1.4%
Real Estate1.3%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW1 new position
↑18 increased
↓20 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022