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 |
