Wedgewood Partners
Latest statistics and disclosures from Wedgewood Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are META, GOOGL, V, AAPL, TSM, and represent 39.87% of Wedgewood Partners's stock portfolio.
- Added to shares of these 3 stocks: PYPL (+$10M), EW, V.
- Reduced shares in these 10 stocks: META (-$17M), MSI (-$8.0M), CDW (-$7.6M), GOOGL, TSM, AAPL, MSFT, CPRT, BKNG, TSCO.
- Sold out of its position in IWF.
- Wedgewood Partners was a net seller of stock by $-21M.
- Wedgewood Partners has $475M in assets under management (AUM), dropping by 13.71%.
- Central Index Key (CIK): 0000859804
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Portfolio Holdings for Wedgewood Partners
Wedgewood Partners holds 20 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Meta Platforms Cl A (META) | 9.9 | $47M | -26% | 102k | 460.12 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 8.3 | $39M | -2% | 271k | 145.14 |
|
| Visa Com Cl A (V) | 7.7 | $37M | +12% | 133k | 275.81 |
|
| Apple (AAPL) | 7.0 | $33M | -2% | 181k | 185.04 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 6.9 | $33M | -2% | 259k | 127.55 |
|
| Paypal Holdings (PYPL) | 6.4 | $30M | +49% | 521k | 58.26 |
|
| Microsoft Corporation (MSFT) | 6.1 | $29M | -2% | 72k | 406.32 |
|
| Copart (CPRT) | 5.6 | $27M | -2% | 539k | 49.23 |
|
| Motorola Solutions Com New (MSI) | 5.5 | $26M | -23% | 82k | 319.22 |
|
| UnitedHealth (UNH) | 5.4 | $25M | 49k | 516.85 |
|
|
| Tractor Supply Company (TSCO) | 5.2 | $25M | -2% | 105k | 233.32 |
|
| Booking Holdings (BKNG) | 5.1 | $24M | -2% | 6.4k | 3747.61 |
|
| Cdw (CDW) | 5.0 | $24M | -24% | 101k | 237.47 |
|
| Edwards Lifesciences (EW) | 4.5 | $22M | +29% | 251k | 86.26 |
|
| Old Dominion Freight Line (ODFL) | 2.8 | $13M | -2% | 32k | 423.94 |
|
| Pool Corporation (POOL) | 2.8 | $13M | -2% | 35k | 375.88 |
|
| S&p Global (SPGI) | 2.3 | $11M | -2% | 26k | 422.48 |
|
| O'reilly Automotive (ORLY) | 2.0 | $9.6M | 9.3k | 1039.26 |
|
|
| Texas Pacific Land Corp (TPL) | 1.4 | $6.7M | 4.7k | 1424.57 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $227k | 1.6k | 146.37 |
|
Past Filings by Wedgewood Partners
SEC 13F filings are viewable for Wedgewood Partners going back to 2010
- Wedgewood Partners 2023 Q4 filed Feb. 14, 2024
- Wedgewood Partners 2023 Q3 filed Nov. 14, 2023
- Wedgewood Partners 2023 Q2 filed Aug. 14, 2023
- Wedgewood Partners 2023 Q1 filed May 15, 2023
- Wedgewood Partners 2022 Q4 filed Feb. 14, 2023
- Wedgewood Partners 2022 Q3 filed Nov. 14, 2022
- Wedgewood Partners 2022 Q2 filed Aug. 15, 2022
- Wedgewood Partners 2022 Q1 filed May 16, 2022
- Wedgewood Partners 2021 Q4 filed Feb. 14, 2022
- Wedgewood Partners 2021 Q3 filed Nov. 12, 2021
- Wedgewood Partners 2021 Q2 filed Aug. 13, 2021
- Wedgewood Partners 2021 Q1 filed May 17, 2021
- Wedgewood Partners 2020 Q4 filed Feb. 12, 2021
- Wedgewood Partners 2020 Q3 filed Nov. 13, 2020
- Wedgewood Partners 2020 Q2 filed Aug. 14, 2020
- Wedgewood Partners 2020 Q1 filed May 15, 2020