Wedgewood Partners as of Sept. 30, 2014
Portfolio Holdings for Wedgewood Partners
Wedgewood Partners holds 21 positions in its portfolio as reported in the September 2014 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 9.4 | $585M | 4.2M | 138.14 | |
| Qualcomm (QCOM) | 8.0 | $496M | 6.6M | 74.77 | |
| Apple (AAPL) | 7.9 | $492M | 4.9M | 100.75 | |
| EMC Corporation | 6.9 | $427M | 15M | 29.26 | |
| Express Scripts Holding | 6.8 | $421M | 6.0M | 70.63 | |
| Cognizant Technology Solutions (CTSH) | 6.5 | $400M | 8.9M | 44.77 | |
| M&T Bank Corporation (MTB) | 5.3 | $327M | 2.7M | 123.29 | |
| Coach | 4.9 | $304M | 8.5M | 35.61 | |
| Stericycle (SRCL) | 4.8 | $295M | 2.5M | 116.56 | |
| Perrigo Company (PRGO) | 4.3 | $269M | 1.8M | 150.19 | |
| Schlumberger (SLB) | 3.8 | $234M | 2.3M | 101.69 | |
| Mead Johnson Nutrition | 3.7 | $230M | 2.4M | 96.22 | |
| Varian Medical Systems | 3.7 | $227M | 2.8M | 80.12 | |
| LKQ Corporation (LKQ) | 3.6 | $223M | 8.4M | 26.59 | |
| priceline.com Incorporated | 3.6 | $223M | 192k | 1158.58 | |
| Visa (V) | 3.5 | $216M | 1.0M | 213.37 | |
| Verisk Analytics (VRSK) | 3.4 | $210M | 3.4M | 60.89 | |
| Cummins (CMI) | 2.9 | $180M | 1.4M | 131.98 | |
| National-Oilwell Var | 2.9 | $178M | 2.3M | 76.10 | |
| 2.3 | $142M | 241k | 588.41 | ||
| Google Inc Class C | 1.8 | $111M | 193k | 577.36 |
