Wedgewood Partners as of Dec. 31, 2014
Portfolio Holdings for Wedgewood Partners
Wedgewood Partners holds 22 positions in its portfolio as reported in the December 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Qualcomm (QCOM) | 8.3 | $614M | 8.3M | 74.33 | |
| Berkshire Hathaway (BRK.B) | 8.1 | $600M | 4.0M | 150.15 | |
| Express Scripts Holding | 7.6 | $561M | 6.6M | 84.67 | |
| Cognizant Technology Solutions (CTSH) | 7.0 | $521M | 9.9M | 52.66 | |
| Apple (AAPL) | 6.4 | $476M | 4.3M | 110.38 | |
| M&T Bank Corporation (MTB) | 5.2 | $382M | 3.0M | 125.62 | |
| Coach | 5.0 | $374M | 10M | 37.56 | |
| Stericycle (SRCL) | 5.0 | $372M | 2.8M | 131.08 | |
| Schlumberger (SLB) | 4.8 | $354M | 4.1M | 85.41 | |
| National-Oilwell Var | 4.2 | $311M | 4.7M | 65.53 | |
| Visa (V) | 3.9 | $292M | 1.1M | 262.20 | |
| Varian Medical Systems | 3.7 | $276M | 3.2M | 86.51 | |
| Core Laboratories | 3.6 | $267M | 2.2M | 120.34 | |
| LKQ Corporation (LKQ) | 3.6 | $265M | 9.4M | 28.12 | |
| Verisk Analytics (VRSK) | 3.5 | $263M | 4.1M | 64.05 | |
| Mead Johnson Nutrition | 3.5 | $263M | 2.6M | 100.54 | |
| priceline.com Incorporated | 3.4 | $254M | 223k | 1140.21 | |
| Perrigo Company (PRGO) | 3.3 | $243M | 1.5M | 167.16 | |
| EMC Corporation | 3.2 | $238M | 8.0M | 29.74 | |
| Cummins (CMI) | 3.0 | $226M | 1.6M | 144.17 | |
| 2.2 | $165M | 312k | 530.66 | ||
| Google Inc Class C | 1.4 | $101M | 191k | 526.40 |
