WEDGEWOOD PARTNERS INC Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 22
New Positions 0
Increased Positions 16
Decreased Positions 6
Positions with Activity 22
Sold Out Positions 0
Total Mkt Value (in $ millions) 7,345

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

Sector Weighting

Basic Materials
Capital Goods 7.37%
Conglomerates
Consumer Cyclical 4.17%
Consumer/Non-Cyclical 3.21%
Energy 8.66%
Financial 21.97%
Healthcare 2.47%
Services 19.45%
Technology 28.95%
Transportation
Utilities

22 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held ▲
GOOGLE INC CL C 96,461 -3,133 (3.15) 184,847
PRICELINE GRP INC COM NEW 267,049 11,118 4.34 232,146
GOOGLE INC CL A 183,964 14,587 8.61 338,605
PERRIGO CO PLC SHS 274,931 5,543 2.06 1,485,634
STERICYCLE INC COM 201,159 -181,204 (47.39) 1,491,671
CUMMINS INC COM 214,756 9,755 4.76 1,638,237
VARIAN MED SYS INC COM 181,237 -87,616 (32.59) 2,147,870
CORE LABORATORIES N V COM 276,906 33,720 13.87 2,528,819
MEAD JOHNSON NUTRITION CO COM 235,965 -1,967 (0.83) 2,594,166
M & T BK CORP COM 445,706 58,263 15.04 3,501,498
BERKSHIRE HATHAWAY INC DEL CL B NEW 562,038 12,312 2.24 4,086,954
VERISK ANALYTICS INC COM 306,009 6,358 2.12 4,194,784
SCHLUMBERGER LTD COM 359,339 10,460 3.00 4,262,624
APPLE INC COM 550,589 4,429 .81 4,349,043
VISA INC COM CL A 299,681 -2,881 (0.95) 4,416,811
EXPRESS SCRIPTS HLDG CO COM 594,099 212 .04 6,622,442
NATIONAL OILWELL VARCO INC COM 326,827 103,986 46.66 6,961,169
COGNIZANT TECHNOLOGY SOLUTIONS CL A 478,915 -136,181 (22.14) 7,709,509
E M C CORP MASS COM 217,556 6,303 2.98 8,234,507
QUALCOMM INC COM 598,905 79,735 15.36 9,521,542