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) 7,410

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

Sector Weighting

Basic Materials
Capital Goods 6.69%
Conglomerates
Consumer Cyclical 4.24%
Consumer/Non-Cyclical 3.08%
Energy 8.41%
Financial 22.94%
Healthcare 2.49%
Services 18.98%
Technology 29.31%
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 210,221 -189,367 (47.39) 1,491,671
VARIAN MED SYS INC COM 184,158 -89,028 (32.59) 2,147,870
COGNIZANT TECHNOLOGY SOLUTIONS CL A 484,774 -137,847 (22.14) 7,709,509
GOOGLE INC CL C 116,677 -3,789 (3.15) 184,847
VISA INC COM CL A 334,662 -3,217 (0.95) 4,416,811
MEAD JOHNSON NUTRITION CO COM 228,235 -1,903 (0.83) 2,594,166
EXPRESS SCRIPTS HLDG CO COM 590,921 211 .04 6,622,442
APPLE INC COM 515,101 4,143 .81 4,349,043
PERRIGO CO PLC SHS 285,985 5,766 2.06 1,485,634
VERISK ANALYTICS INC COM 326,354 6,781 2.12 4,194,784
BERKSHIRE HATHAWAY INC DEL CL B NEW 581,696 12,743 2.24 4,086,954
E M C CORP MASS COM 216,897 6,284 2.98 8,234,507
SCHLUMBERGER LTD COM 349,876 10,185 3.00 4,262,624
PRICELINE GRP INC COM NEW 287,972 11,989 4.34 232,146
CUMMINS INC COM 210,694 9,571 4.76 1,638,237
COACH INC COM 317,574 14,445 4.77 10,436,200
LKQ CORP COM 314,141 18,652 6.31 10,017,255
GOOGLE INC CL A 225,078 17,846 8.61 338,605
CORE LABORATORIES N V COM 272,961 33,239 13.87 2,528,819
M & T BK CORP COM 457,471 59,801 15.04 3,501,498


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