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) 7,635

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

Sector Weighting

Basic Materials
Capital Goods 6.32%
Conglomerates
Consumer Cyclical 3.44%
Consumer/Non-Cyclical 3.59%
Energy 7.86%
Financial 20.51%
Healthcare 3.91%
Services 21.7%
Technology 29.77%
Transportation
Utilities

17 INCREASED 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 620,344 59,991 10.71 9,901,736
QUALCOMM INC COM 591,639 115,893 24.36 8,253,896
EXPRESS SCRIPTS HLDG CO COM 563,302 56,390 11.12 6,620,076
COACH INC COM 431,233 61,799 16.73 9,961,501
STERICYCLE INC COM 383,909 41,489 12.12 2,835,367
M & T BK CORP COM 370,002 47,749 14.82 3,043,781
SCHLUMBERGER LTD COM 352,645 156,802 80.07 4,138,543
VISA INC COM CL A 304,356 28,088 10.17 1,114,817
VARIAN MED SYS INC COM 298,262 33,140 12.50 3,186,216
VERISK ANALYTICS INC CL A 296,489 47,986 19.31 4,107,630
PRICELINE GRP INC COM NEW 278,293 37,839 15.74 222,481
MEAD JOHNSON NUTRITION CO COM 273,978 23,218 9.26 2,615,792
LKQ CORP COM 262,416 29,053 12.45 9,422,474
NATIONAL OILWELL VARCO INC COM 259,814 132,159 103.53 4,746,336
CORE LABORATORIES N V COM 247,272 247,272 New 2,220,875
CUMMINS INC COM 222,344 28,732 14.84 1,563,820
GOOGLE INC CL A 170,634 38,916 29.55 311,757


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