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 |
