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) 7,622

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

Sector Weighting

Basic Materials
Capital Goods 6.18%
Conglomerates
Consumer Cyclical 3.16%
Consumer/Non-Cyclical 3.36%
Energy 8.61%
Financial 20.09%
Healthcare 3.99%
Services 21.85%
Technology 29.07%
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 591,431 57,195 10.71 9,901,736
EXPRESS SCRIPTS HLDG CO COM 578,197 57,881 11.12 6,620,076
QUALCOMM INC COM 563,246 110,332 24.36 8,253,896
COACH INC COM 424,858 60,886 16.73 9,961,501
STERICYCLE INC COM 388,275 41,961 12.12 2,835,367
SCHLUMBERGER LTD COM 379,132 168,579 80.07 4,138,543
M & T BK CORP COM 364,067 46,983 14.82 3,043,781
VARIAN MED SYS INC COM 304,284 33,809 12.50 3,186,216
VISA INC COM CL A 300,911 27,770 10.17 4,459,268
VERISK ANALYTICS INC CL A 298,543 48,319 19.31 4,107,630
CORE LABORATORIES N V COM 276,921 276,921 New 2,220,875
PRICELINE GRP INC COM NEW 274,339 37,301 15.74 222,481
NATIONAL OILWELL VARCO INC COM 257,251 130,855 103.53 4,746,336
MEAD JOHNSON NUTRITION CO COM 256,191 21,711 9.26 2,615,792
LKQ CORP COM 241,027 26,685 12.45 9,422,474
CUMMINS INC COM 213,461 27,584 14.84 1,563,820
GOOGLE INC CL A 178,843 40,788 29.55 311,757


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