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 |
