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 |
