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CDK GLOBAL INC
CDK GLOBAL INC. Institutional holdings reported to the SEC.

Institutional Holders (2015Q3)
Portfolio Summary: 29 Institutional holders with a total value of $31,664,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Birch Hill Investment Advisors LLC 197,909 9,456,000 29.86%
2 MARKEL GROUP INC. 176,897 8,452,000 26.69%
3 S&CO INC 67,654 3,233,000 10.21%
4 CLIFFORD SWAN INVESTMENT COUNSEL LLC 26,117 1,248,000 3.94%
5 OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 22,233 1,062,000 3.35%
6 Azimuth Capital Management LLC 16,924 809,000 2.55%
7 MEYER HANDELMAN CO 14,729 704,000 2.22%
8 MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 14,369 687,000 2.17%
9 BOSTON FAMILY OFFICE LLC 11,908 569,000 1.80%
10 DOWLING & YAHNKE LLC 10,450 499,000 1.58%
11 SECURITY NATIONAL TRUST CO 8,069 385,000 1.22%
12 Palisade Asset Management, LLC 7,995 382,000 1.21%
13 ABNER HERRMAN & BROCK LLC 7,568 378,000 1.19%
14 Capital Investment Services of America, Inc. 7,843 375,000 1.18%
15 Geneva Advisors, LLC 7,528 360,000 1.14%
16 World Asset Management Inc 7,535 360,000 1.14%
17 Veritable, L.P. 7,201 344,000 1.09%
18 BOYS ARNOLD & CO INC 6,521 312,000 0.99%
19 CG Asset Management LLC 6,365 304,000 0.96%
20 DUMONT & BLAKE INVESTMENT ADVISORS LLC 6,216 297,000 0.94%
21 HALSEY ASSOCIATES INC/CT 6,043 289,000 0.91%
22 BERKSHIRE ASSET MANAGEMENT LLC/PA 5,093 243,000 0.77%
23 LOWE BROCKENBROUGH & CO INC 4,528 216,000 0.68%
24 AUXIER ASSET MANAGEMENT LLC 4,288 205,000 0.65%
25 STEWART & PATTEN CO LLC 4,265 204,000 0.64%
26 GAMBLE JONES INVESTMENT COUNSEL 4,242 203,000 0.64%
27 SEI INVESTMENTS CO 1,442 69,000 0.22%
28 Jolley Asset Management, LLC 241 12,000 0.04%
29 Aris Wealth Services, Inc. 149 7,000 0.02%

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.