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) 7,375

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

Sector Weighting

Basic Materials
Capital Goods 6.05%
Conglomerates
Consumer Cyclical 3.08%
Consumer/Non-Cyclical 3.52%
Energy 7.86%
Financial 20.73%
Healthcare 4.01%
Services 21.7%
Technology 29.8%
Transportation
Utilities

22 Activity 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 619,156 59,876 10.71 9,901,736
BERKSHIRE HATHAWAY INC DEL CL B NEW 571,752 -33,876 (5.59) 3,997,425
QUALCOMM INC COM 554,290 108,577 24.36 8,253,896
EXPRESS SCRIPTS HLDG CO COM 549,400 54,998 11.12 6,620,076
APPLE INC COM 535,979 -70,144 (11.57) 4,314,062
COACH INC COM 405,333 58,088 16.73 9,961,501
STERICYCLE INC COM 392,089 42,373 12.12 2,835,367
M & T BK CORP COM 377,764 48,750 14.82 3,043,781
SCHLUMBERGER LTD COM 344,161 153,030 80.07 4,138,543
VARIAN MED SYS INC COM 295,904 32,878 12.50 3,186,216
VISA INC COM CL A 292,483 26,993 10.17 4,459,268
VERISK ANALYTICS INC CL A 286,877 46,431 19.31 4,107,630
MEAD JOHNSON NUTRITION CO COM 259,774 22,015 9.26 2,615,792
PRICELINE GRP INC COM NEW 253,708 34,496 15.74 222,481
PERRIGO CO PLC SHS 239,198 -54,661 (18.6) 1,455,681
CORE LABORATORIES N V COM 235,657 235,657 New 2,220,875
NATIONAL OILWELL VARCO INC COM 232,333 118,180 103.53 4,746,336
LKQ CORP COM 227,364 25,172 12.45 9,422,474
CUMMINS INC COM 213,899 27,641 14.84 1,563,820
E M C CORP MASS COM 206,375 -169,842 (45.15) 7,995,923


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