Wedgewood Partners as of March 31, 2015
Portfolio Holdings for Wedgewood Partners
Wedgewood Partners holds 22 positions in its portfolio as reported in the March 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Qualcomm (QCOM) | 8.9 | $660M | 9.5M | 69.34 | |
| Berkshire Hathaway (BRK.B) | 7.9 | $590M | 4.1M | 144.32 | |
| Express Scripts Holding | 7.7 | $575M | 6.6M | 86.77 | |
| Apple (AAPL) | 7.3 | $541M | 4.3M | 124.43 | |
| Cognizant Technology Solutions (CTSH) | 6.5 | $481M | 7.7M | 62.39 | |
| M&T Bank Corporation (MTB) | 6.0 | $445M | 3.5M | 127.00 | |
| Coach | 5.8 | $432M | 10M | 41.43 | |
| Schlumberger (SLB) | 4.8 | $356M | 4.3M | 83.44 | |
| National-Oilwell Var | 4.7 | $348M | 7.0M | 49.99 | |
| Verisk Analytics (VRSK) | 4.0 | $300M | 4.2M | 71.40 | |
| Visa (V) | 3.9 | $289M | 4.4M | 65.41 | |
| priceline.com Incorporated | 3.6 | $270M | 232k | 1164.15 | |
| Core Laboratories | 3.5 | $264M | 2.5M | 104.49 | |
| Mead Johnson Nutrition | 3.5 | $261M | 2.6M | 100.53 | |
| LKQ Corporation (LKQ) | 3.4 | $256M | 10M | 25.56 | |
| Perrigo Company (PRGO) | 3.3 | $246M | 1.5M | 165.55 | |
| Cummins (CMI) | 3.0 | $227M | 1.6M | 138.64 | |
| EMC Corporation | 2.8 | $211M | 8.2M | 25.56 | |
| Stericycle (SRCL) | 2.8 | $210M | 1.5M | 140.43 | |
| Varian Medical Systems | 2.7 | $202M | 2.1M | 94.09 | |
| 2.5 | $188M | 339k | 554.70 | ||
| Google Inc Class C | 1.4 | $101M | 185k | 548.00 |
