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 |
