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Institutional Investment Manager
UNDERHILL INVESTMENT MANAGEMENT LLC
UNDERHILL INVESTMENT MANAGEMENT LLC (CIK: 0001512545) incorporated in Colorado, located at 100 Drakes Landing Road, Greenbrae, CA. Institutional holdings reported to the SEC.

Institutional Holdings (2014Q1)
Original 13F HR (0001512545-14-000003) filed in 2014.04.29
#
Name
Shares
Value ($)
%
Options
Notes
1 Air Lease Corp 480,410 17,914 8.66%
2 ROCKWELL COLLINS INC 217,300 17,312 8.37%
3 Dolby Laboratories Inc 361,000 16,064 7.76%
4 BROWN FORMAN CORP 175,225 15,716 7.60%
5 FIRST AMER FINL 585,940 15,557 7.52%
6 GENTEX CORP 467,700 14,747 7.13%
7 CME GROUP INC COM 194,015 14,361 6.94%
8 GRACO INC COM 186,350 13,928 6.73%
9 INTEL CORP 507,100 13,090 6.33%
10 LKQ CORP 473,400 12,474 6.03%
11 Cenovus Energy Inc 412,450 11,945 5.77%
12 ROLLINS INC 312,675 9,455 4.57%
13 Cinemark Holdings Inc 271,100 7,865 3.80%
14 NN Inc Com 379,300 7,472 3.61%
15 Dentsply Intl Inc 156,850 7,221 3.49%
16 TERADATA CORP DEL 96,160 4,730 2.29%
17 EXPEDITORS INTL WASH INC 68,900 2,731 1.32%
18 BERKSHIRE HATHAWAY INC DEL 12 2,248 1.09%
19 OWENS ILL INC 26,300 890 0.43%
20 CAE INC 39,300 518 0.25%
21 CORNING INC 10,800 225 0.11%
22 COCA COLA CO 5,500 213 0.10%
23 MICROSOFT CORP 5,200 213 0.10%