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) 6,557

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

Sector Weighting

Basic Materials
Capital Goods 5.71%
Conglomerates
Consumer Cyclical 3.68%
Consumer/Non-Cyclical 3.74%
Energy 3.43%
Financial 21.71%
Healthcare 3.79%
Services 20.37%
Technology 33.37%
Transportation
Utilities

22 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held ▲
NOW INC COM -13,760 Sold Out 0
PRICELINE GRP INC COM NEW 221,346 19,620 9.73 192,231
GOOGLE INC CL C 103,613 -3,073 (2.88) 192,769
GOOGLE INC CL A 131,372 10,864 9.02 240,656
VISA INC COM CL A 257,254 16,329 6.78 1,011,933
CUMMINS INC COM 202,150 23,692 13.28 1,361,740
PERRIGO CO PLC SHS 276,297 7,096 2.64 1,788,328
SCHLUMBERGER LTD COM 224,940 13,550 6.41 2,298,360
NATIONAL OILWELL VARCO INC COM 172,150 10,037 6.19 2,332,028
MEAD JOHNSON NUTRITION CO COM 244,990 1,256 .52 2,394,115
STERICYCLE INC COM 321,126 17,244 5.68 2,528,949
M & T BK CORP COM 330,524 26,877 8.85 2,650,981
VARIAN MED SYS INC COM 248,525 20,251 8.87 2,832,194
VERISK ANALYTICS INC CL A 214,487 14,090 7.03 3,442,817
BERKSHIRE HATHAWAY INC DEL CL B NEW 621,167 27,301 4.60 4,234,269
APPLE INC COM 568,216 -133,712 (19.05) 4,878,650
EXPRESS SCRIPTS HLDG CO COM 481,951 34,851 7.80 5,957,369
QUALCOMM INC COM 474,352 124,307 35.51 6,637,080
LKQ CORP COM 241,239 85,533 54.93 8,379,275
COACH INC COM 311,147 25,051 8.76 8,533,938


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