WEDGEWOOD PARTNERS INC Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 25
New Positions 2
Increased Positions 20
Decreased Positions 5
Positions with Activity 25
Sold Out Positions 2
Total Mkt Value (in $ millions) 5,648

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

Sector Weighting

Basic Materials
Capital Goods 7.74%
Conglomerates
Consumer Cyclical 2.32%
Consumer/Non-Cyclical 3.91%
Energy 4.19%
Financial 20.58%
Healthcare 6.68%
Services 15.53%
Technology 34.6%
Transportation
Utilities

25 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
GOOGLE INC CL A 119,484 -30,129 (20.14) 198,146
GOOGLE INC CL C 117,570 -29,647 (20.14) 198,146
NOW INC COM 16,540 2,036 14.04 494,629
AMERICAN EXPRESS CO COM -139,850 Sold Out 0
MONSTER BEVERAGE CORP COM -124,779 Sold Out 0