Underhill Investment Management as of Dec. 31, 2017
Portfolio Holdings for Underhill Investment Management
Underhill Investment Management holds 24 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 |
|---|---|---|---|---|---|
| Air Lease Corp (AL) | 10.1 | $21M | 440k | 48.09 | |
| Intel Corporation (INTC) | 9.2 | $19M | 418k | 46.16 | |
| Interactive Brokers (IBKR) | 8.6 | $18M | 303k | 59.21 | |
| First American Financial (FAF) | 7.6 | $16M | 284k | 56.04 | |
| Brown-Forman Corporation (BF.B) | 7.2 | $15M | 219k | 68.67 | |
| Gilead Sciences (GILD) | 7.0 | $15M | 205k | 71.64 | |
| Gra (GGG) | 6.7 | $14M | 310k | 45.22 | |
| Estee Lauder Companies (EL) | 6.6 | $14M | 109k | 127.24 | |
| Gentex Corporation (GNTX) | 6.1 | $13M | 616k | 20.95 | |
| Cme (CME) | 5.9 | $12M | 84k | 146.05 | |
| FedEx Corporation (FDX) | 5.6 | $12M | 47k | 249.55 | |
| Royal Dutch Shell | 5.0 | $10M | 156k | 66.71 | |
| D.R. Horton (DHI) | 4.9 | $10M | 200k | 51.07 | |
| Keysight Technologies (KEYS) | 3.0 | $6.2M | 150k | 41.60 | |
| Core Laboratories | 2.2 | $4.6M | 42k | 109.55 | |
| Berkshire Hathaway (BRK.A) | 1.7 | $3.6M | 12.00 | 297583.33 | |
| S&p Global (SPGI) | 1.5 | $3.2M | 19k | 169.38 | |
| Alphabet Inc Class A cs (GOOGL) | 0.3 | $609k | 578.00 | 1053.63 | |
| Visa (V) | 0.3 | $579k | 5.1k | 114.02 | |
| Philip Morris International (PM) | 0.2 | $412k | 3.9k | 105.64 | |
| Facebook Inc cl a (META) | 0.2 | $356k | 2.0k | 176.24 | |
| Iqvia Holdings (IQV) | 0.2 | $348k | 3.6k | 98.03 | |
| KLA-Tencor Corporation (KLAC) | 0.1 | $257k | 2.5k | 104.90 | |
| Bio-techne Corporation (TECH) | 0.1 | $246k | 1.9k | 129.47 |
