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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 (2015Q2)
Original 13F HR (0001512545-15-000004) filed in 2015.07.31
#
Name
Shares
Value ($)
%
Options
Notes
1 FIRST AMER FINL 581,440 21,635 10.27%
2 ROCKWELL COLLINS INC 215,150 19,869 9.43%
3 BROWN FORMAN CORP 174,325 17,464 8.29%
4 Air Lease Corp 486,100 16,479 7.82%
5 INTEL CORP 540,800 16,448 7.80%
6 GENTEX CORP 994,300 16,326 7.75%
7 LKQ CORP 507,750 15,357 7.29%
8 GRACO INC COM 213,100 15,136 7.18%
9 FOSSIL GROUP INC COM 217,140 15,061 7.15%
10 CORE LABORATORIES 130,805 14,917 7.08%
11 Dolby Laboratories Inc 358,850 14,239 6.76%
12 CAE INC 851,000 10,152 4.82%
13 MCDERMOTT INTL INC 1,386,100 7,402 3.51%
14 ROLLINS INC 248,532 7,091 3.36%
15 BERKSHIRE HATHAWAY INC DEL 12 2,458 1.17%
16 MGIC INVT CORP WIS 56,000 637 0.30%
17 Teekay Tankers 14,000 93 0.04%