WEDGEWOOD PARTNERS INC Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 22
New Positions 0
Increased Positions 19
Decreased Positions 3
Positions with Activity 22
Sold Out Positions 1
Total Mkt Value (in $ millions) 6,610

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

Sector Weighting

Basic Materials
Capital Goods 5.58%
Conglomerates
Consumer Cyclical 3.66%
Consumer/Non-Cyclical 3.75%
Energy 3.23%
Financial 21.73%
Healthcare 3.81%
Services 20.45%
Technology 33.49%
Transportation
Utilities

22 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
BERKSHIRE HATHAWAY INC DEL CL B NEW 627,476 27,579 4.60 4,234,269
APPLE INC COM 580,559 -136,616 (19.05) 4,878,650
EXPRESS SCRIPTS HLDG CO COM 490,530 35,472 7.80 5,957,369
COGNIZANT TECHNOLOGY SOLUTIONS CL A 479,721 99,232 26.08 8,944,176
QUALCOMM INC COM 479,595 125,681 35.51 6,637,080
E M C CORP MASS COM 437,875 18,342 4.37 14,576,412
M & T BK CORP COM 334,978 27,240 8.85 2,650,981
STERICYCLE INC COM 323,958 17,396 5.68 2,528,949
COACH INC COM 312,854 25,189 8.76 8,533,938
PERRIGO CO PLC SHS 284,738 7,313 2.64 1,788,328
VISA INC COM CL A 260,330 16,524 6.78 1,011,933
VARIAN MED SYS INC COM 252,065 20,540 8.87 2,832,194
MEAD JOHNSON NUTRITION CO COM 247,575 1,269 .52 2,394,115
LKQ CORP COM 241,910 85,771 54.93 8,379,275
PRICELINE GRP INC COM NEW 224,301 19,882 9.73 192,231
VERISK ANALYTICS INC CL A 213,558 14,029 7.03 3,442,817
SCHLUMBERGER LTD COM 213,311 12,849 6.41 2,298,360
CUMMINS INC COM 202,790 23,767 13.28 1,361,740
NATIONAL OILWELL VARCO INC COM 166,250 9,693 6.19 2,332,028
GOOGLE INC CL A 131,815 10,901 9.02 240,656


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