Hedge Fund Reduces Stake in John B. Sanfilippo & Son

Hunter Perkins Capital Management LLC trims position in the nut processing company

Mar. 29, 2026 at 10:18am

Hunter Perkins Capital Management LLC, an institutional investor, decreased its stake in shares of John B. Sanfilippo & Son, Inc. (NASDAQ:JBSS) by 6.6% during the fourth quarter, according to a recent SEC filing. The hedge fund now owns 136,183 shares of the company's stock, valued at $9.6 million.

Why it matters

John B. Sanfilippo & Son is a major player in the nut processing and snack food industry, so changes in institutional ownership can signal shifts in investor sentiment around the company's performance and future prospects.

The details

Hunter Perkins Capital Management LLC sold 9,605 shares of John B. Sanfilippo & Son during the fourth quarter, reducing its total position to approximately 2.2% of the hedge fund's portfolio. The company's stock has seen volatility in recent quarters, with shares trading between $58.47 and $85.15 over the past year.

  • The stake reduction occurred during the fourth quarter of 2025.
  • John B. Sanfilippo & Son reported earnings on January 29, 2026.

The players

Hunter Perkins Capital Management LLC

An institutional investment firm that manages a portfolio of stocks, including a position in John B. Sanfilippo & Son.

John B. Sanfilippo & Son, Inc.

A family-held processor and marketer of tree nuts and snack nut products, headquartered in Elgin, Illinois.

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What’s next

Investors will be closely watching John B. Sanfilippo & Son's upcoming earnings report on April 30, 2026 to see if the company can maintain its strong performance and address any concerns about its stock price volatility.

The takeaway

The reduction in Hunter Perkins Capital Management's stake in John B. Sanfilippo & Son highlights the ongoing scrutiny and volatility in the nut processing industry, where companies must balance operational efficiency, product innovation, and shareholder expectations.