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) 7,461

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

Sector Weighting

Basic Materials
Capital Goods 6.77%
Conglomerates
Consumer Cyclical 4.22%
Consumer/Non-Cyclical 3.07%
Energy 8.45%
Financial 22.82%
Healthcare 2.48%
Services 19.05%
Technology 29.31%
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 115,642 -3,756 (3.15) 184,847
VARIAN MED SYS INC COM 184,867 -89,370 (32.59) 2,147,870
STERICYCLE INC COM 210,281 -189,421 (47.39) 1,491,671
CUMMINS INC COM 212,201 9,639 4.76 1,638,237
E M C CORP MASS COM 221,426 6,416 2.98 8,234,507
GOOGLE INC CL A 222,633 17,653 8.61 338,605
MEAD JOHNSON NUTRITION CO COM 229,298 -1,912 (0.83) 2,594,166
CORE LABORATORIES N V COM 277,234 33,760 13.87 2,528,819
PERRIGO CO PLC SHS 285,539 5,757 2.06 1,485,634
PRICELINE GRP INC COM NEW 288,690 12,019 4.34 232,146
NATIONAL OILWELL VARCO INC COM 293,274 93,311 46.66 6,961,169
LKQ CORP COM 315,143 18,712 6.31 10,017,255
COACH INC COM 325,609 14,811 4.77 10,436,200
VERISK ANALYTICS INC COM 327,655 6,808 2.12 4,194,784
VISA INC COM CL A 332,763 -3,199 (0.95) 4,416,811
SCHLUMBERGER LTD COM 353,031 10,276 3.00 4,262,624
M & T BK CORP COM 459,221 60,030 15.04 3,501,498
COGNIZANT TECHNOLOGY SOLUTIONS CL A 486,470 -138,330 (22.14) 7,709,509
APPLE INC COM 527,539 4,243 .81 4,349,043
BERKSHIRE HATHAWAY INC DEL CL B NEW 583,372 12,779 2.24 4,086,954


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