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) 7,500

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

Sector Weighting

Basic Materials
Capital Goods 6.08%
Conglomerates
Consumer Cyclical 3.14%
Consumer/Non-Cyclical 3.54%
Energy 7.75%
Financial 20.73%
Healthcare 4.03%
Services 21.8%
Technology 29.67%
Transportation
Utilities

22 Positions as of 12/31/2014

Company Class ▲ Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
COGNIZANT TECHNOLOGY SOLUTIONS CL A 627,176 60,652 10.71 9,901,736
GOOGLE INC CL A 174,938 39,897 29.55 311,757
VERISK ANALYTICS INC CL A 292,299 47,308 19.31 4,107,630
BERKSHIRE HATHAWAY INC DEL CL B NEW 583,544 -34,574 (5.59) 3,997,425
GOOGLE INC CL C 105,355 -1,059 (1) 190,850
APPLE INC COM 545,168 -71,347 (11.57) 4,314,062
COACH INC COM 414,299 59,372 16.73 9,961,501
CORE LABORATORIES N V COM 231,371 231,371 New 2,220,875
CUMMINS INC COM 219,154 28,319 14.84 1,563,820
E M C CORP MASS COM 204,056 -167,934 (45.15) 7,995,923
EXPRESS SCRIPTS HLDG CO COM 565,388 56,598 11.12 6,620,076
LKQ CORP COM 235,421 26,064 12.45 9,422,474
M & T BK CORP COM 386,195 49,838 14.82 3,043,781
MEAD JOHNSON NUTRITION CO COM 265,608 22,509 9.26 2,615,792
NATIONAL OILWELL VARCO INC COM 236,557 120,329 103.53 4,746,336
QUALCOMM INC COM 568,528 111,366 24.36 8,253,896
SCHLUMBERGER LTD COM 349,624 155,459 80.07 4,138,543
STERICYCLE INC COM 399,390 43,162 12.12 2,835,367
VARIAN MED SYS INC COM 302,021 33,558 12.50 3,186,216
VISA INC COM CL A 292,796 27,021 10.17 4,459,268