WEDGEWOOD PARTNERS INC Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 22
New Positions 0
Increased Positions 19
Decreased Positions 3
Positions with Activity 22
Sold Out Positions 1
Total Mkt Value (in $ millions) 6,395

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

Sector Weighting

Basic Materials
Capital Goods 5.13%
Conglomerates
Consumer Cyclical 3.52%
Consumer/Non-Cyclical 3.72%
Energy 3.04%
Financial 22.03%
Healthcare 3.86%
Services 21.07%
Technology 33.28%
Transportation
Utilities

22 Positions as of 09/30/2014

Company ▲ Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
APPLE INC COM 532,456 -125,296 (19.05) 4,878,650
BERKSHIRE HATHAWAY INC DEL CL B NEW 625,190 27,478 4.60 4,234,269
COACH INC COM 313,793 25,264 8.76 8,533,938
COGNIZANT TECHNOLOGY SOLUTIONS CL A 494,255 102,238 26.08 8,944,176
CUMMINS INC COM 193,735 22,706 13.28 1,361,740
E M C CORP MASS COM 399,539 16,736 4.37 14,576,412
EXPRESS SCRIPTS HLDG CO COM 498,453 36,045 7.80 5,957,369
GOOGLE INC CL C 99,976 -2,966 (2.88) 192,769
GOOGLE INC CL A 125,428 10,373 9.02 240,656
LKQ CORP COM 224,900 79,740 54.93 8,379,275
M & T BK CORP COM 307,911 25,039 8.85 2,650,981
MEAD JOHNSON NUTRITION CO COM 238,047 1,220 .52 2,394,115
NATIONAL OILWELL VARCO INC COM 134,558 7,845 6.19 2,332,028
NOW INC COM -11,150 Sold Out 0
PERRIGO CO PLC SHS 278,997 7,165 2.64 1,788,328
PRICELINE GRP INC COM NEW 194,895 17,275 9.73 192,231
QUALCOMM INC COM 476,343 124,829 35.51 6,637,080
SCHLUMBERGER LTD COM 194,326 11,706 6.41 2,298,360
STERICYCLE INC COM 339,992 18,257 5.68 2,528,949
VARIAN MED SYS INC COM 246,599 20,094 8.87 2,832,194