Wedgewood Partners

Latest statistics and disclosures from WEDGEWOOD PARTNERS's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are QCOM, BRK.B, Express Scripts Holding, CTSH, AAPL. These five stock positions account for 37.37% of WEDGEWOOD PARTNERS's total stock portfolio.
  • Added to shares of these 10 stocks: CLB (+$267.26M), NOV (+$158.21M), SLB (+$157.17M), QCOM (+$120.18M), Express Scripts Holding (+$56.11M), COH (+$53.62M), CTSH (+$50.43M), MTB (+$49.34M), VRSK (+$42.58M), SRCL (+$40.17M).
  • Started 1 new stock positions in CLB.
  • Reduced shares in these 5 stocks: EMC (-$195.70M), AAPL (-$62.32M), Perrigo Company (-$55.61M), BRK.B (-$35.56M), Google Inc Class C.
  • As of Dec. 31, 2014, WEDGEWOOD PARTNERS has $7.42B in assets under management (AUM). Assets under management grew from a total value of $6.19B to $7.42B.
  • Independent of market fluctuations, WEDGEWOOD PARTNERS was a net buyer by $855.44M worth of stocks in the most recent quarter.

WEDGEWOOD PARTNERS portfolio companies for December 2014 quarter

Ticker Name Portfolio Weight Change Share Count Price Last Trade
QCOM QUALCOMM 8.27 +24.00% 8253896 74.33 72.51
BRK.B Berkshire Hathaway 8.09 -5.00% 3997425 150.15 0.00
Express Scripts Holding 7.56 +11.00% 6620076 84.67 0.00
CTSH Cognizant Technology Solutions 7.03 +10.00% 9901736 52.66 62.48
AAPL Apple 6.42 -11.00% 4314062 110.38 128.46
MTB M&T; Bank Corporation 5.16 +14.00% 3043781 125.62 121.00
COH Coach 5.04 +16.00% 9961501 37.56 43.55
SRCL Stericycle 5.01 +12.00% 2835367 131.08 134.97
SLB Schlumberger 4.77 +80.00% 4138543 85.41 84.16
NOV National-Oilwell Var 4.19 +103.00% 4746336 65.53 54.35
V Visa 3.94 +10.00% 1114817 262.20 271.31
VAR Varian Medical Systems 3.72 +12.00% 3186216 86.51 92.97
CLB Core Laboratories N.V. 3.60 NEW 2220875 120.34 109.92
LKQX LKQ Corporation 3.57 +12.00% 9422474 28.12 0.00
VRSK Verisk Analytics 3.55 +19.00% 4107630 64.05 71.81
MJN Mead Johnson Nutrition 3.55 +9.00% 2615792 100.54 104.76
PCLN priceline.com Incorporated 3.42 +15.00% 222481 1140.21 1237.48
Perrigo Company 3.28 -18.00% 1455681 167.16 0.00
EMC EMC Corporation 3.21 -45.00% 7995923 29.74 28.94
CMI Cummins 3.04 +14.00% 1563820 144.17 142.23
GOOG Google 2.23 +29.00% 311757 530.66 558.40
Google Inc Class C 1.35 190850 526.40 0.00

Past 13F-HR SEC Filings for WEDGEWOOD PARTNERS

View All Filings for WEDGEWOOD PARTNERS