Underhill Investment Management as of Dec. 31, 2016
Portfolio Holdings for Underhill Investment Management
Underhill Investment Management holds 20 positions in its portfolio as reported in the December 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Gentex Corporation (GNTX) | 10.1 | $17M | 883k | 19.69 | |
| Intel Corporation (INTC) | 9.6 | $17M | 456k | 36.27 | |
| Air Lease Corp (AL) | 9.3 | $16M | 468k | 34.33 | |
| Gra (GGG) | 8.1 | $14M | 169k | 83.09 | |
| Inc Resh Hldgs Inc cl a | 7.8 | $13M | 255k | 52.60 | |
| First American Financial (FAF) | 7.0 | $12M | 332k | 36.63 | |
| Brown-Forman Corporation (BF.B) | 7.0 | $12M | 267k | 44.92 | |
| Core Laboratories | 5.8 | $9.9M | 83k | 120.04 | |
| Cme (CME) | 5.3 | $9.2M | 80k | 115.36 | |
| Estee Lauder Companies (EL) | 4.9 | $8.4M | 111k | 76.49 | |
| Fossil (FOSL) | 4.6 | $7.9M | 306k | 25.86 | |
| D.R. Horton (DHI) | 4.6 | $7.9M | 289k | 27.33 | |
| Cinemark Holdings (CNK) | 4.3 | $7.5M | 196k | 38.36 | |
| Interactive Brokers (IBKR) | 4.1 | $7.1M | 196k | 36.51 | |
| Gilead Sciences (GILD) | 3.5 | $6.1M | 85k | 71.61 | |
| Berkshire Hathaway (BRK.A) | 1.7 | $2.9M | 12.00 | 244083.33 | |
| Rockwell Collins | 1.4 | $2.4M | 26k | 92.76 | |
| Philip Morris International (PM) | 0.4 | $659k | 7.2k | 91.53 | |
| Royal Dutch Shell | 0.3 | $506k | 9.3k | 54.41 | |
| Cae (CAE) | 0.2 | $335k | 24k | 13.96 |
