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) 7,330

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

Sector Weighting

Basic Materials
Capital Goods 7.44%
Conglomerates
Consumer Cyclical 4.16%
Consumer/Non-Cyclical 3.22%
Energy 8.68%
Financial 21.97%
Healthcare 2.52%
Services 19.41%
Technology 28.89%
Transportation
Utilities

16 INCREASED Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
QUALCOMM INC COM 600,905 80,001 15.36 9,521,542
EXPRESS SCRIPTS HLDG CO COM 590,987 211 .04 6,622,442
BERKSHIRE HATHAWAY INC DEL CL B NEW 561,507 12,300 2.24 4,086,954
APPLE INC COM 549,893 4,423 .81 4,349,043
M & T BK CORP COM 440,874 57,631 15.04 3,501,498
COACH INC COM 365,267 16,614 4.77 10,436,200
SCHLUMBERGER LTD COM 358,103 10,424 3.00 4,262,624
NATIONAL OILWELL VARCO INC COM 330,099 105,027 46.66 6,961,169
VERISK ANALYTICS INC COM 306,471 6,367 2.12 4,194,784
LKQ CORP COM 304,625 18,087 6.31 10,017,255
CORE LABORATORIES N V COM 278,145 33,871 13.87 2,528,819
PERRIGO CO PLC SHS 272,881 5,502 2.06 1,485,634
PRICELINE GRP INC COM NEW 265,359 11,048 4.34 232,146
E M C CORP MASS COM 218,214 6,322 2.98 8,234,507
CUMMINS INC COM 215,199 9,775 4.76 1,638,237
GOOGLE INC CL A 185,332 14,695 8.61 338,605