Underhill Investment Management as of March 31, 2018
Portfolio Holdings for Underhill Investment Management
Underhill Investment Management holds 19 positions in its portfolio as reported in the March 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Interactive Brokers (IBKR) | 10.7 | $22M | 329k | 67.24 | |
| Air Lease Corp (AL) | 9.4 | $20M | 457k | 42.62 | |
| Intel Corporation (INTC) | 8.8 | $18M | 348k | 52.08 | |
| Estee Lauder Companies (EL) | 7.8 | $16M | 108k | 149.72 | |
| Gilead Sciences (GILD) | 7.4 | $15M | 204k | 75.39 | |
| First American Financial (FAF) | 7.4 | $15M | 261k | 58.68 | |
| Brown-Forman Corporation (BF.B) | 7.2 | $15M | 272k | 54.40 | |
| Gra (GGG) | 6.9 | $14M | 310k | 45.72 | |
| Cme (CME) | 6.8 | $14M | 87k | 161.74 | |
| Keysight Technologies (KEYS) | 6.2 | $13M | 244k | 52.39 | |
| FedEx Corporation (FDX) | 5.7 | $12M | 49k | 240.11 | |
| Royal Dutch Shell | 5.0 | $10M | 161k | 63.81 | |
| Liberty Media Corp Series C Li | 4.6 | $9.6M | 310k | 30.85 | |
| Thor Industries (THO) | 2.1 | $4.4M | 38k | 115.17 | |
| Berkshire Hathaway (BRK.A) | 1.7 | $3.6M | 12.00 | 299083.33 | |
| S&p Global (SPGI) | 1.5 | $3.1M | 16k | 191.08 | |
| Visa (V) | 0.3 | $683k | 5.7k | 119.64 | |
| Alphabet Inc Class A cs (GOOGL) | 0.3 | $643k | 620.00 | 1037.10 | |
| Bio-techne Corporation (TECH) | 0.1 | $287k | 1.9k | 151.05 |
