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) 5,620

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

Sector Weighting

Basic Materials
Capital Goods 7.86%
Conglomerates
Consumer Cyclical 2.45%
Consumer/Non-Cyclical 3.84%
Energy 4.35%
Financial 20.5%
Healthcare 6.74%
Services 15.75%
Technology 34.27%
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 -142,237 Sold Out 0
MONSTER BEVERAGE CORP COM -129,102 Sold Out 0
NOW INC COM 17,312 2,131 14.04 494,629
GOOGLE INC CL C 114,148 -28,784 (20.14) 198,146
GOOGLE INC CL A 115,590 -29,148 (20.14) 198,146
COACH INC COM 122,848 12,328 11.15 3,560,821
VISA INC COM CL A 131,967 -62,536 (32.15) 610,508
LKQ CORP COM 137,595 137,595 New 5,090,458
PRICELINE GRP INC COM NEW 161,037 9,738 6.44 130,250
NATIONAL OILWELL VARCO INC COM 167,185 20,578 14.04 1,978,515
GILEAD SCIENCES INC COM 169,138 9,427 5.90 1,907,287
VERISK ANALYTICS INC CL A 174,442 20,300 13.17 2,862,059
VARIAN MED SYS INC COM 209,400 15,008 7.72 2,455,154
MEAD JOHNSON NUTRITION CO COM 215,928 215,928 New 2,315,336
PERRIGO CO PLC SHS 221,317 5,256 2.43 1,494,779
SCHLUMBERGER LTD COM 244,672 17,377 7.65 2,091,930
STERICYCLE INC COM 264,817 73,438 38.37 2,217,344
CUMMINS INC COM 274,537 18,687 7.30 1,777,284
M & T BK CORP COM 285,720 23,875 9.12 2,326,332
COGNIZANT TECHNOLOGY SOLUTIONS CL A 335,776 9,099 2.79 6,666,189


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