Llenroc Capital LLC

Latest statistics and disclosures from UNDERHILL INVESTMENT MANAGEMENT's latest quarterly 13F-HR filing:

UNDERHILL INVESTMENT MANAGEMENT portfolio companies for March 2017 quarter

Company (Ticker) Portfolio Weight Share Count Price Last Trade
Gentex Corporation (GNTX) 10.80 791000 -10.00% 21.33 19.15
Air Lease Corp Com 10.74 433100 -7.00% 38.75 0.00
Intel Corporation (INTC) 9.80 424700 -6.00% 36.07 36.26
First American Financial (FAF) 7.73 307600 -7.00% 39.28 43.10
Brown-Forman Corporation (BF.B) 7.35 248750 -6.00% 46.18 0.00
Gilead Sciences (GILD) 7.34 168800 +98.00% 67.92 64.50
Gra (GGG) 6.75 112100 -33.00% 94.14 109.38
Interactive Brokers (IBKR) 6.57 295500 +50.00% 34.72 35.26
D.R. Horton (DHI) 6.23 292050 33.31 33.11
Estee Lauder Companies (EL) 6.06 111750 84.79 93.70
Core Laboratories N.V. (CLB) 5.70 77120 -6.00% 115.52 102.71
CME (CME) 5.62 73950 -6.00% 118.80 117.98
Inc Resh Hldgs Inc cl a 4.72 160900 -36.00% 45.85 0.00
Berkshire Hathaway (BRK.A) 1.92 12 249833.33 0.00
Airgain 1.22 126250 NEW 15.16 0.00
Royal Dutch Shell (RDS.A) 0.65 19400 +108.00% 52.73 0.00
Philip Morris International (PM) 0.49 6800 -5.00% 112.94 119.83
Coca-Cola Company (KO) 0.29 10750 NEW 42.42 45.39