WEDGEWOOD PARTNERS INC Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 23
New Positions 0
Increased Positions 18
Decreased Positions 5
Positions with Activity 23
Sold Out Positions 1
Total Mkt Value (in $ millions) 5,862

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

Sector Weighting

Basic Materials
Capital Goods 5.85%
Conglomerates
Consumer Cyclical 2.56%
Consumer/Non-Cyclical 3.97%
Energy 3.81%
Financial 21.93%
Healthcare 3.66%
Services 20.2%
Technology 33.43%
Transportation
Utilities

23 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held ▲
GILEAD SCIENCES INC COM -198,053 Sold Out 0
PRICELINE GRP INC COM NEW 205,640 52,753 34.50 175,192
GOOGLE INC CL C 116,069 199 .17 198,487
GOOGLE INC CL A 130,971 13,413 11.41 220,754
NOW INC COM 15,187 -497 (3.17) 478,947
VISA INC COM CL A 204,258 72,676 55.23 947,703
CUMMINS INC COM 165,055 -78,967 (32.36) 1,202,145
PERRIGO CO PLC SHS 254,390 36,153 16.57 1,742,399
SCHLUMBERGER LTD COM 223,140 7,023 3.25 2,159,911
NATIONAL OILWELL VARCO INC COM 177,683 17,602 11.00 2,196,060
MEAD JOHNSON NUTRITION CO COM 232,540 6,493 2.87 2,381,845
STERICYCLE INC COM 279,735 20,550 7.93 2,393,147
M & T BK CORP COM 307,568 13,775 4.69 2,435,410
VARIAN MED SYS INC COM 214,616 12,066 5.96 2,601,412
VERISK ANALYTICS INC CL A 208,343 22,967 12.39 3,216,655
BERKSHIRE HATHAWAY INC DEL CL B NEW 565,164 -41,836 (6.89) 4,048,166
QUALCOMM INC COM 371,399 16,736 4.72 4,897,789
LKQ CORP COM 150,352 8,837 6.25 5,408,348
EXPRESS SCRIPTS HLDG CO COM 408,580 41,906 11.43 5,526,574
APPLE INC COM 612,191 -68,509 (10.07) 6,026,684


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