Leith Wheeler Investment Counsel

Leith Wheeler Investment Counsel as of Dec. 31, 2017

Portfolio Holdings for Leith Wheeler Investment Counsel

Leith Wheeler Investment Counsel holds 33 positions in its portfolio as reported in the December 2017 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Brookfield Infrastructure Part (BIP) 5.9 $3.4M 75k 44.81
Carlisle Companies (CSL) 5.8 $3.4M 30k 113.64
Live Nation Entertainment (LYV) 5.7 $3.3M 77k 42.57
USG Corporation 5.2 $3.0M 77k 38.56
Starwood Property Trust (STWD) 5.2 $3.0M 138k 21.35
On Assignment 5.2 $3.0M 46k 64.27
Wyndham Worldwide Corporation 4.7 $2.7M 23k 115.86
Tri Pointe Homes (TPH) 4.2 $2.4M 135k 17.92
Commscope Hldg (COMM) 4.2 $2.4M 63k 37.83
Keysight Technologies (KEYS) 4.1 $2.3M 56k 41.61
Air Lease Corp (AL) 4.0 $2.3M 48k 48.09
Torchmark Corporation 3.9 $2.2M 24k 90.71
CarMax (KMX) 3.8 $2.2M 34k 64.14
MSC Industrial Direct (MSM) 3.8 $2.2M 22k 96.67
Lamar Advertising Co-a (LAMR) 3.8 $2.2M 29k 74.25
Maxar Technologies 3.7 $2.1M 33k 64.31
Alphabet Inc Class C cs (GOOG) 3.4 $1.9M 1.9k 1046.44
Store Capital Corp reit 3.3 $1.9M 74k 26.04
Cinemark Holdings (CNK) 3.2 $1.8M 53k 34.83
Tetra Tech (TTEK) 2.7 $1.6M 32k 48.15
Tiffany & Co. 2.3 $1.3M 12k 103.98
Axalta Coating Sys (AXTA) 2.2 $1.3M 40k 32.36
iShares MSCI EAFE Index Fund (EFA) 2.1 $1.2M 17k 70.29
Sally Beauty Holdings (SBH) 2.0 $1.2M 62k 18.75
Spdr S&p 500 Etf (SPY) 1.4 $774k 2.9k 266.90
Intel Corporation (INTC) 1.3 $736k 16k 46.14
Alphabet Inc Class A cs (GOOGL) 0.7 $403k 383.00 1052.22
Lockheed Martin Corporation (LMT) 0.5 $305k 951.00 320.72
Starbucks Corporation (SBUX) 0.5 $303k 5.3k 57.50
Markel Corporation (MKL) 0.5 $281k 247.00 1137.65
3M Company (MMM) 0.4 $254k 1.1k 235.40
Apple (AAPL) 0.4 $231k 1.4k 169.23
Xenon Pharmaceuticals (XENE) 0.1 $45k 16k 2.80