WEDGEWOOD PARTNERS INC Information

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

Report Date: 06/30/2015

Position Statistics

Total Positions 22
New Positions 0
Increased Positions 15
Decreased Positions 7
Positions with Activity 22
Sold Out Positions 0
Total Mkt Value (in $ millions) 7,214

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

Sector Weighting

Basic Materials
Capital Goods 7.27%
Conglomerates
Consumer Cyclical 4.42%
Consumer/Non-Cyclical 2.96%
Energy 8.4%
Financial 22.71%
Healthcare 2.6%
Services 19.45%
Technology 29.92%
Transportation
Utilities

22 Positions as of 06/30/2015

Company Class Value of Shares ($1,000s) ▲ Change in Value ($1,000s) Change (%) Shares Held
GOOGLE INC CL C 108,882 -5,399 (4.72) 176,114
PERRIGO CO PLC SHS 163,298 -108,528 (39.93) 892,486
VARIAN MED SYS INC COM 187,514 12,999 7.45 2,307,861
CUMMINS INC COM 211,318 11,862 5.95 1,735,670
MEAD JOHNSON NUTRITION CO COM 213,880 10,653 5.24 2,730,152
STERICYCLE INC COM 220,383 9,849 4.68 1,561,450
E M C CORP MASS COM 225,265 20,473 10.00 9,057,717
CORE LABORATORIES N V COM 271,812 -20,721 (7.08) 2,349,692
GOOGLE INC CL A 280,406 61,051 27.83 432,845
PRICELINE GRP INC COM NEW 304,724 14,858 5.13 244,045
VERISK ANALYTICS INC COM 305,406 -1,149 (0.38) 4,179,066
VISA INC COM CL A 306,255 -8,664 (2.75) 4,295,301
NATIONAL OILWELL VARCO INC COM 313,316 18,649 6.33 7,401,742
LKQ CORP COM 318,770 18,353 6.11 10,629,217
COACH INC COM 330,991 15,296 4.85 10,941,844
SCHLUMBERGER LTD COM 334,480 4,681 1.42 4,323,129
M & T BK CORP COM 445,671 31,654 7.65 3,769,209
COGNIZANT TECHNOLOGY SOLUTIONS CL A 482,881 -2,356 (0.49) 7,672,080
APPLE INC COM 492,373 1,975 .40 4,366,559
EXPRESS SCRIPTS HLDG CO COM 546,831 -6,806 (1.23) 6,541,035