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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 (2017Q2)
Original 13F HR (0001512545-17-000003) filed in 2017.07.27
#
Name
Shares
Value ($)
%
Options
Notes
1 Air Lease Corp 452,300 16,898 10.68%
2 GILEAD SCIENCES INC 205,800 14,567 9.21%
3 FIRST AMER FINL 325,150 14,531 9.19%
4 INTEL CORP 424,400 14,319 9.05%
5 GENTEX CORP 703,750 13,350 8.44%
6 GRACO INC COM 104,000 11,365 7.18%
7 Interactive Brokers Group Inc 298,800 11,181 7.07%
8 BROWN FORMAN CORP 222,900 10,833 6.85%
9 LAUDER ESTEE COS INC 109,650 10,524 6.65%
10 D R Horton Inc 288,650 9,979 6.31%
11 CME GROUP INC COM 71,250 8,923 5.64%
12 CORE LABORATORIES 58,395 5,914 3.74%
13 ROYAL DUTCH SHELL PLC 109,200 5,808 3.67%
14 BERKSHIRE HATHAWAY INC DEL 12 3,056 1.93%
15 AIRGAIN INC COM 207,000 2,935 1.86%
16 Alphabet Inc Cap Stock Cl A 743 691 0.44%
17 AUTODESK INC 5,540 559 0.35%
18 VISA INC CL A COMMON STOCK 5,727 537 0.34%
19 PHILIP MORRIS INTL INC 4,300 505 0.32%
20 CELGENE CORP 3,156 410 0.26%
21 NORTHERN TRUST 4,110 400 0.25%
22 QUINTILES IMS HOLDINGSINC COM 4,028 361 0.23%
23 Facebook Inc Cl A 2,070 313 0.20%
24 BIO-TECHNE CORP 1,900 223 0.14%