WEDGEWOOD PARTNERS INC Information

9909 CLAYTON ROAD, ST LOUIS, Missouri, 63124, (314) 567-6407

Report Date: 12/31/2014

Position Statistics

Total Positions 22
New Positions 1
Increased Positions 17
Decreased Positions 5
Positions with Activity 22
Sold Out Positions 0
Total Mkt Value (in $ millions) 7,394

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials
Capital Goods 6.07%
Conglomerates
Consumer Cyclical 3.16%
Consumer/Non-Cyclical 3.54%
Energy 7.85%
Financial 20.79%
Healthcare 4.04%
Services 21.69%
Technology 29.6%
Transportation
Utilities

22 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
COGNIZANT TECHNOLOGY SOLUTIONS CL A 623,809 60,326 10.71 9,901,736
BERKSHIRE HATHAWAY INC DEL CL B NEW 575,189 -34,079 (5.59) 3,997,425
QUALCOMM INC COM 553,217 108,367 24.36 8,253,896
EXPRESS SCRIPTS HLDG CO COM 545,362 54,594 11.12 6,620,076
APPLE INC COM 531,708 -69,585 (11.57) 4,314,062
COACH INC COM 411,510 58,973 16.73 9,961,501
STERICYCLE INC COM 394,003 42,580 12.12 2,835,367
M & T BK CORP COM 380,381 49,088 14.82 3,043,781
SCHLUMBERGER LTD COM 344,782 153,306 80.07 4,138,543
VARIAN MED SYS INC COM 298,676 33,186 12.50 3,186,216
VISA INC COM CL A 292,260 26,972 10.17 4,459,268
VERISK ANALYTICS INC CL A 289,506 46,856 19.31 4,107,630
MEAD JOHNSON NUTRITION CO COM 261,710 22,179 9.26 2,615,792
PRICELINE GRP INC COM NEW 252,558 34,339 15.74 222,481
PERRIGO CO PLC SHS 241,599 -55,209 (18.6) 1,455,681
CORE LABORATORIES N V COM 235,413 235,413 New 2,220,875
NATIONAL OILWELL VARCO INC COM 233,757 118,905 103.53 4,746,336
LKQ CORP COM 233,395 25,840 12.45 9,422,474
CUMMINS INC COM 214,963 27,778 14.84 1,563,820
E M C CORP MASS COM 201,257 -165,631 (45.15) 7,995,923