WEDGEWOOD PARTNERS INC Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 25
New Positions 2
Increased Positions 20
Decreased Positions 5
Positions with Activity 25
Sold Out Positions 2
Total Mkt Value (in $ millions) 5,648

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

Sector Weighting

Basic Materials
Capital Goods 7.74%
Conglomerates
Consumer Cyclical 2.32%
Consumer/Non-Cyclical 3.91%
Energy 4.19%
Financial 20.58%
Healthcare 6.68%
Services 15.53%
Technology 34.6%
Transportation
Utilities

25 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held ▲
AMERICAN EXPRESS CO COM -139,850 Sold Out 0
MONSTER BEVERAGE CORP COM -124,779 Sold Out 0
PRICELINE GRP INC COM NEW 161,084 9,740 6.44 130,250
GOOGLE INC CL A 119,484 -30,129 (20.14) 198,146
GOOGLE INC CL C 117,570 -29,647 (20.14) 198,146
NOW INC COM 16,540 2,036 14.04 494,629
VISA INC COM CL A 135,985 -64,439 (32.15) 610,508
PERRIGO CO PLC SHS 234,785 5,576 2.43 1,494,779
CUMMINS INC COM 268,014 18,243 7.30 1,777,284
GILEAD SCIENCES INC COM 172,686 9,625 5.90 1,907,287
NATIONAL OILWELL VARCO INC COM 169,064 20,809 14.04 1,978,515
SCHLUMBERGER LTD COM 236,597 16,803 7.65 2,091,930
STERICYCLE INC COM 261,137 72,418 38.37 2,217,344
MEAD JOHNSON NUTRITION CO COM 220,744 220,744 New 2,315,336
M & T BK CORP COM 287,465 24,021 9.12 2,326,332
VARIAN MED SYS INC COM 204,662 14,668 7.72 2,455,154
VERISK ANALYTICS INC CL A 180,882 21,049 13.17 2,862,059
COACH INC COM 124,878 12,531 11.15 3,560,821
BERKSHIRE HATHAWAY INC DEL CL B NEW 558,044 211,631 61.09 4,347,827
QUALCOMM INC COM 356,262 21,366 6.38 4,677,079


Create your free portfolio