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) 7,330

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

Sector Weighting

Basic Materials
Capital Goods 7.44%
Conglomerates
Consumer Cyclical 4.16%
Consumer/Non-Cyclical 3.22%
Energy 8.68%
Financial 21.97%
Healthcare 2.52%
Services 19.41%
Technology 28.89%
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 200,839 -180,915 (47.39) 1,491,671
VARIAN MED SYS INC COM 184,524 -89,204 (32.59) 2,147,870
COGNIZANT TECHNOLOGY SOLUTIONS CL A 466,657 -132,696 (22.14) 7,709,509
GOOGLE INC CL C 96,749 -3,142 (3.15) 184,847
VISA INC COM CL A 301,403 -2,897 (0.95) 4,416,811
MEAD JOHNSON NUTRITION CO COM 235,758 -1,965 (0.83) 2,594,166
EXPRESS SCRIPTS HLDG CO COM 590,987 211 .04 6,622,442
APPLE INC COM 549,893 4,423 .81 4,349,043
PERRIGO CO PLC SHS 272,881 5,502 2.06 1,485,634
VERISK ANALYTICS INC COM 306,471 6,367 2.12 4,194,784
BERKSHIRE HATHAWAY INC DEL CL B NEW 561,507 12,300 2.24 4,086,954
E M C CORP MASS COM 218,214 6,322 2.98 8,234,507
SCHLUMBERGER LTD COM 358,103 10,424 3.00 4,262,624
PRICELINE GRP INC COM NEW 265,359 11,048 4.34 232,146
CUMMINS INC COM 215,199 9,775 4.76 1,638,237
COACH INC COM 365,267 16,614 4.77 10,436,200
LKQ CORP COM 304,625 18,087 6.31 10,017,255
GOOGLE INC CL A 185,332 14,695 8.61 338,605
CORE LABORATORIES N V COM 278,145 33,871 13.87 2,528,819
M & T BK CORP COM 440,874 57,631 15.04 3,501,498


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