$185 Million is the total value of UNDERHILL INVESTMENT MANAGEMENT LLC's 24 reported holdings in Q3 2017. The portfolio turnover from Q2 2017 to Q3 2017 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FDX | New | FEDEX CORP COM | $7,545,000 | – | 33,445 | +100.0% | 4.09% | – |
| KEYS | New | KEYSIGHT TECHNOLOGIES COM | $5,905,000 | – | 141,750 | +100.0% | 3.20% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-10-27
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| AIR LEASE CORP CL A | 24 | Q1 2019 | 10.7% |
| INTEL CORP | 24 | Q1 2019 | 10.2% |
| GRACO INC | 24 | Q1 2019 | 8.8% |
| BROWN FORMAN INC CL B | 24 | Q1 2019 | 8.3% |
| BERKSHIRE HATHAWAY INCDEL CL A | 24 | Q1 2019 | 2.3% |
| FIRST AMERICAN FINANCIAL | 22 | Q3 2018 | 10.4% |
| GENTEX CORP | 19 | Q4 2017 | 10.8% |
| CME GROUP INC | 17 | Q1 2019 | 10.2% |
| ROCKWELL COLLINS INC | 15 | Q4 2016 | 10.5% |
| GILEAD SCIENCES INC | 15 | Q1 2019 | 9.2% |
View UNDERHILL INVESTMENT MANAGEMENT LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2019-04-05 |
| 13F-HR | 2019-01-30 |
| 13F-HR | 2018-10-25 |
| 13F-HR | 2018-07-27 |
| 13F-HR | 2018-04-25 |
| 13F-HR | 2018-01-25 |
| 13F-HR | 2017-10-27 |
| 13F-HR | 2017-07-27 |
| 13F-HR | 2017-05-04 |
| 13F-HR | 2017-01-30 |
View UNDERHILL INVESTMENT MANAGEMENT LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.