Wedgewood Partners as of March 31, 2014
Portfolio Holdings for Wedgewood Partners
Wedgewood Partners holds 21 positions in its portfolio as reported in the March 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 10.1 | $543M | 4.3M | 124.97 | |
| Apple (AAPL) | 9.5 | $514M | 957k | 536.74 | |
| Express Scripts Holding | 6.9 | $372M | 5.0M | 75.09 | |
| Qualcomm (QCOM) | 6.8 | $369M | 4.7M | 78.86 | |
| EMC Corporation | 6.5 | $353M | 13M | 27.41 | |
| Cognizant Technology Solutions (CTSH) | 6.2 | $337M | 6.7M | 50.60 | |
| M&T Bank Corporation (MTB) | 5.2 | $282M | 2.3M | 121.30 | |
| Cummins (CMI) | 4.9 | $265M | 1.8M | 148.99 | |
| Stericycle (SRCL) | 4.7 | $252M | 2.2M | 113.62 | |
| Perrigo Company (PRGO) | 4.3 | $231M | 1.5M | 154.66 | |
| Google Inc Class C | 4.1 | $221M | 198k | 1114.51 | |
| Varian Medical Systems | 3.8 | $206M | 2.5M | 83.99 | |
| Schlumberger (SLB) | 3.8 | $204M | 2.1M | 97.50 | |
| Mead Johnson Nutrition | 3.6 | $193M | 2.3M | 83.14 | |
| Coach | 3.3 | $177M | 3.6M | 49.66 | |
| Verisk Analytics (VRSK) | 3.2 | $172M | 2.9M | 59.96 | |
| priceline.com Incorporated | 2.9 | $155M | 130k | 1191.89 | |
| National-Oilwell Var | 2.9 | $154M | 2.0M | 77.87 | |
| Gilead Sciences (GILD) | 2.5 | $135M | 1.9M | 70.86 | |
| LKQ Corporation (LKQ) | 2.5 | $134M | 5.1M | 26.35 | |
| Visa (V) | 2.4 | $132M | 611k | 215.86 |
