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UNDERHILL INVESTMENT MANAGEMENT LLC

Q1 2019 13F Holdings

  • Location
    greenbrae, CA
  • Num holdings

    20

  • Value ($000)

    $189,018

  • Date Filed
    04/05/2019
  • Form type
    13F-HR
  • CIK
    0001512545
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2019 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
1
1848782D

INTEL CORP

COM
458140100
$17.98M
10 %

334,750

A
AL

AIR LEASE CORP CL A

COM
00912X302
$17.6M
9 %

512,475

K
KEYS

KEYSIGHT TECHNOLOGIES COM

COM
49338L103
$17.08M
9 %

195,913

G
GGG

GRACO INC

COM
384109104
$16.56M
9 %

334,425

I
IBKR

INTERACTIVE BROKERS GR COM

COM
45841N107
$16.11M
9 %

310,450

B
BF-B

BROWN FORMAN INC CL B

COM
115637209
$13.54M
7 %

256,573

E
EL

ESTEE LAUDER COMPANIES INC

COM
518439104
$12.38M
7 %

74,785

G
GILD

GILEAD SCIENCES INC

COM
375558103
$12.3M
7 %

189,150

F
FWONK

LIBERTY MEDIA CORP-LIBERTY FRM

COM
531229854
$11.84M
6 %

337,700

D
DHI

D R HORTON INC

COM
23331A109
$11.17M
6 %

269,925

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