Wedgewood Partners as of June 30, 2014
Portfolio Holdings for Wedgewood Partners
Wedgewood Partners holds 22 positions in its portfolio as reported in the June 2014 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 9.8 | $560M | 6.0M | 92.93 | |
| Berkshire Hathaway (BRK.B) | 8.9 | $512M | 4.0M | 126.56 | |
| Qualcomm (QCOM) | 6.8 | $388M | 4.9M | 79.20 | |
| Express Scripts Holding | 6.7 | $383M | 5.5M | 69.33 | |
| EMC Corporation | 6.4 | $368M | 14M | 26.34 | |
| Cognizant Technology Solutions (CTSH) | 6.0 | $347M | 7.1M | 48.91 | |
| M&T Bank Corporation (MTB) | 5.3 | $302M | 2.4M | 124.05 | |
| Stericycle (SRCL) | 4.9 | $283M | 2.4M | 118.42 | |
| Coach | 4.7 | $268M | 7.8M | 34.19 | |
| Schlumberger (SLB) | 4.4 | $255M | 2.2M | 117.95 | |
| Perrigo Company (PRGO) | 4.4 | $254M | 1.7M | 145.76 | |
| Mead Johnson Nutrition | 3.9 | $222M | 2.4M | 93.17 | |
| Varian Medical Systems | 3.8 | $216M | 2.6M | 83.14 | |
| priceline.com Incorporated | 3.7 | $211M | 175k | 1203.00 | |
| Visa (V) | 3.5 | $200M | 948k | 210.71 | |
| Verisk Analytics (VRSK) | 3.4 | $193M | 3.2M | 60.02 | |
| Cummins (CMI) | 3.2 | $186M | 1.2M | 154.29 | |
| National-Oilwell Var | 3.1 | $181M | 2.2M | 82.35 | |
| LKQ Corporation (LKQ) | 2.5 | $144M | 5.4M | 26.69 | |
| 2.2 | $129M | 221k | 584.67 | ||
| Google Inc Class C | 2.0 | $114M | 199k | 575.28 | |
| Now (DNOW) | 0.3 | $17M | 479k | 36.21 |
