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) 7,597

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

Sector Weighting

Basic Materials
Capital Goods 6.26%
Conglomerates
Consumer Cyclical 3.07%
Consumer/Non-Cyclical 3.59%
Energy 7.76%
Financial 20.59%
Healthcare 3.88%
Services 21.73%
Technology 30.14%
Transportation
Utilities

22 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) ▲ Change (%) Shares Held
E M C CORP MASS COM 230,443 -189,650 (45.15) 7,995,923
APPLE INC COM 562,618 -73,631 (11.57) 4,314,062
PERRIGO CO PLC SHS 225,994 -51,643 (18.6) 1,455,681
BERKSHIRE HATHAWAY INC DEL CL B NEW 592,978 -35,133 (5.59) 3,997,425
GOOGLE INC CL C 106,013 -1,066 (1) 190,850
MEAD JOHNSON NUTRITION CO COM 272,958 23,132 9.26 2,615,792
LKQ CORP COM 233,489 25,850 12.45 9,422,474
VISA INC COM CL A 305,181 28,164 10.17 1,114,817
CUMMINS INC COM 222,422 28,742 14.84 1,563,820
VARIAN MED SYS INC COM 294,566 32,729 12.50 3,186,216
PRICELINE GRP INC COM NEW 276,155 37,548 15.74 222,481
GOOGLE INC CL A 174,363 39,766 29.55 311,757
STERICYCLE INC COM 382,775 41,366 12.12 2,835,367
M & T BK CORP COM 369,363 47,666 14.82 3,043,781
VERISK ANALYTICS INC CL A 296,838 48,043 19.31 4,107,630
EXPRESS SCRIPTS HLDG CO COM 559,661 56,025 11.12 6,620,076
COGNIZANT TECHNOLOGY SOLUTIONS CL A 621,730 60,125 10.71 9,901,736
COACH INC COM 432,429 61,971 16.73 9,961,501
QUALCOMM INC COM 594,363 116,427 24.36 8,253,896
NATIONAL OILWELL VARCO INC COM 252,837 128,610 103.53 4,746,336