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) 7,592

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

Sector Weighting

Basic Materials
Capital Goods 6.33%
Conglomerates
Consumer Cyclical 3.05%
Consumer/Non-Cyclical 3.61%
Energy 7.8%
Financial 20.48%
Healthcare 3.9%
Services 21.77%
Technology 30.09%
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 618,710 59,833 10.71 9,901,736
GOOGLE INC CL A 175,404 40,004 29.55 311,757
VERISK ANALYTICS INC CL A 294,969 47,740 19.31 4,107,630
BERKSHIRE HATHAWAY INC DEL CL B NEW 589,260 -34,913 (5.59) 3,997,425
GOOGLE INC CL C 106,571 -1,072 (1) 190,850
APPLE INC COM 554,184 -72,527 (11.57) 4,314,062
COACH INC COM 433,823 62,170 16.73 9,961,501
CORE LABORATORIES N V COM 244,119 244,119 New 2,220,875
CUMMINS INC COM 222,422 28,742 14.84 1,563,820
E M C CORP MASS COM 231,402 -190,439 (45.15) 7,995,923
EXPRESS SCRIPTS HLDG CO COM 561,316 56,191 11.12 6,620,076
LKQ CORP COM 231,557 25,637 12.45 9,422,474
M & T BK CORP COM 368,298 47,529 14.82 3,043,781
MEAD JOHNSON NUTRITION CO COM 274,030 23,223 9.26 2,615,792
NATIONAL OILWELL VARCO INC COM 257,963 131,218 103.53 4,746,336
QUALCOMM INC COM 598,490 117,235 24.36 8,253,896
SCHLUMBERGER LTD COM 348,300 154,870 80.07 4,138,543
STERICYCLE INC COM 382,689 41,357 12.12 2,835,367
VARIAN MED SYS INC COM 296,223 32,913 12.50 3,186,216
VISA INC COM CL A 302,461 27,913 10.17 1,114,817


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