WEDGEWOOD PARTNERS INC Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 22
New Positions 0
Increased Positions 16
Decreased Positions 6
Positions with Activity 22
Sold Out Positions 0
Total Mkt Value (in $ millions) 7,493

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

Sector Weighting

Basic Materials
Capital Goods 6.87%
Conglomerates
Consumer Cyclical 4.19%
Consumer/Non-Cyclical 3.1%
Energy 8.51%
Financial 22.87%
Healthcare 2.47%
Services 18.92%
Technology 29.29%
Transportation
Utilities

22 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) ▲ Change (%) Shares Held
STERICYCLE INC COM 209,446 -188,668 (47.39) 1,491,671
COGNIZANT TECHNOLOGY SOLUTIONS CL A 486,624 -138,373 (22.14) 7,709,509
VARIAN MED SYS INC COM 184,717 -89,298 (32.59) 2,147,870
GOOGLE INC CL C 116,932 -3,797 (3.15) 184,847
VISA INC COM CL A 337,356 -3,243 (0.95) 4,416,811
MEAD JOHNSON NUTRITION CO COM 232,126 -1,935 (0.83) 2,594,166
EXPRESS SCRIPTS HLDG CO COM 597,675 214 .04 6,622,442
APPLE INC COM 532,192 4,281 .81 4,349,043
PERRIGO CO PLC SHS 284,395 5,734 2.06 1,485,634
E M C CORP MASS COM 220,520 6,389 2.98 8,234,507
VERISK ANALYTICS INC COM 329,584 6,848 2.12 4,194,784
CUMMINS INC COM 212,643 9,659 4.76 1,638,237
SCHLUMBERGER LTD COM 356,014 10,363 3.00 4,262,624
PRICELINE GRP INC COM NEW 283,696 11,811 4.34 232,146
BERKSHIRE HATHAWAY INC DEL CL B NEW 583,821 12,789 2.24 4,086,954
COACH INC COM 326,653 14,858 4.77 10,436,200
GOOGLE INC CL A 225,023 17,842 8.61 338,605
LKQ CORP COM 313,941 18,640 6.31 10,017,255
CORE LABORATORIES N V COM 281,736 34,308 13.87 2,528,819
M & T BK CORP COM 462,968 60,519 15.04 3,501,498