WEDGEWOOD PARTNERS INC Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 22
New Positions 0
Increased Positions 16
Decreased Positions 6
Positions with Activity 22
Sold Out Positions 0
Total Mkt Value (in $ millions) 7,328

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

Sector Weighting

Basic Materials
Capital Goods 6.72%
Conglomerates
Consumer Cyclical 4.2%
Consumer/Non-Cyclical 3.17%
Energy 8.36%
Financial 22.72%
Healthcare 2.56%
Services 19.06%
Technology 29.28%
Transportation
Utilities

6 DECREASED Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
COGNIZANT TECHNOLOGY SOLUTIONS CL A 468,353 -133,178 (22.14) 7,709,509
VISA INC COM CL A 326,226 -3,136 (0.95) 4,416,811
MEAD JOHNSON NUTRITION CO COM 232,230 -1,936 (0.83) 2,594,166
STERICYCLE INC COM 197,393 -177,811 (47.39) 1,491,671
VARIAN MED SYS INC COM 187,531 -90,658 (32.59) 2,147,870
GOOGLE INC CL C 115,947 -3,765 (3.15) 184,847