WEDGEWOOD PARTNERS INC Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 22
New Positions 0
Increased Positions 19
Decreased Positions 3
Positions with Activity 22
Sold Out Positions 1
Total Mkt Value (in $ millions) 6,663

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

Sector Weighting

Basic Materials
Capital Goods 5.33%
Conglomerates
Consumer Cyclical 3.54%
Consumer/Non-Cyclical 3.68%
Energy 3.01%
Financial 22.06%
Healthcare 3.77%
Services 20.81%
Technology 33.36%
Transportation
Utilities

22 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) ▲ Change (%) Shares Held
APPLE INC COM 556,117 -130,864 (19.05) 4,878,650
NOW INC COM -13,114 Sold Out 0
GOOGLE INC CL C 102,944 -3,054 (2.88) 192,769
MEAD JOHNSON NUTRITION CO COM 245,373 1,258 .52 2,394,115
PERRIGO CO PLC SHS 296,791 7,622 2.64 1,788,328
NATIONAL OILWELL VARCO INC COM 155,546 9,069 6.19 2,332,028
GOOGLE INC CL A 130,320 10,777 9.02 240,656
SCHLUMBERGER LTD COM 200,256 12,063 6.41 2,298,360
VERISK ANALYTICS INC CL A 222,957 14,646 7.03 3,442,817
VISA INC COM CL A 269,802 17,125 6.78 1,011,933
STERICYCLE INC COM 336,565 18,073 5.68 2,528,949
E M C CORP MASS COM 450,265 18,861 4.37 14,576,412
PRICELINE GRP INC COM NEW 222,261 19,701 9.73 192,231
VARIAN MED SYS INC COM 250,989 20,452 8.87 2,832,194
CUMMINS INC COM 199,536 23,385 13.28 1,361,740
COACH INC COM 316,780 25,505 8.76 8,533,938
M & T BK CORP COM 335,985 27,321 8.85 2,650,981
BERKSHIRE HATHAWAY INC DEL CL B NEW 640,857 28,167 4.60 4,234,269
EXPRESS SCRIPTS HLDG CO COM 510,755 36,934 7.80 5,957,369
LKQ CORP COM 235,541 83,513 54.93 8,379,275


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