WEDGEWOOD PARTNERS INC Long-Term Concentrated

Location: St Louis, MO

CIK: 0000859804 · Show all filings

Period: Q2 2013 (Next →)

Filing Date: Aug 16, 2013

Total Value: $3.463B (100.0% shares, 0.0% debt)

Holdings (21)

— Apple Computer 9.1%

Value $315M Shares 793,439 Est. Cost — Unrealized —

— Berkshire Hathaway 7.3%

Value $252M Shares 2,248,214 Est. Cost — Unrealized —

CTSH Cognizant Technology 6.9%

Value $238M Shares 3,807,365 Est. Cost — Unrealized —

QCOM Qualcomm 6.5%

Value $225M Shares 3,690,177 Est. Cost — Unrealized —

Value $220M Shares 9,303,186 Est. Cost — Unrealized —

— Express Scripts 6.1%

Value $210M Shares 3,408,739 Est. Cost — Unrealized —

— Google 5.4%

Value $188M Shares 213,703 Est. Cost — Unrealized —

CMI Cummins 4.5%

Value $156M Shares 1,440,711 Est. Cost — Unrealized —

SCHW Charles Schwab 4.4%

Value $151M Shares 7,135,138 Est. Cost — Unrealized —

Value $150M Shares 2,624,036 Est. Cost — Unrealized —

— Stericycle 4.3%

Value $149M Shares 1,345,848 Est. Cost — Unrealized —

Value $144M Shares 787,647 Est. Cost — Unrealized —

— Varian Medical Systems 4.0%

Value $139M Shares 2,063,703 Est. Cost — Unrealized —

VRSK Verisk Analytics 3.9%

Value $134M Shares 2,236,306 Est. Cost — Unrealized —

GILD Gilead Sciences 3.6%

Value $126M Shares 2,459,512 Est. Cost — Unrealized —

— Perrigo 3.6%

Value $125M Shares 1,036,502 Est. Cost — Unrealized —

SLB Schlumberger 3.6%

Value $124M Shares 1,734,079 Est. Cost — Unrealized —

— Priceline 3.5%

Value $122M Shares 148,124 Est. Cost — Unrealized —

— National Oilwell Varco 3.0%

Value $104M Shares 1,511,131 Est. Cost — Unrealized —

— American Express 2.8%

Value $96.22M Shares 1,286,983 Est. Cost — Unrealized —

— Monster Beverage 2.7%

Value $93.16M Shares 1,531,394 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
—	Apple Computer	793,439	$315M	9.1%	—	—	COM	37833100
—	Berkshire Hathaway	2,248,214	$252M	7.3%	—	—	COM	84670702
CTSH	Cognizant Technology	3,807,365	$238M	6.9%	—	—	COM	192446102
QCOM	Qualcomm	3,690,177	$225M	6.5%	—	—	COM	747525103
—	EMC	9,303,186	$220M	6.3%	—	—	COM	268648102
—	Express Scripts	3,408,739	$210M	6.1%	—	—	COM	30219G108
—	Google	213,703	$188M	5.4%	—	—	COM	38259P508
CMI	Cummins	1,440,711	$156M	4.5%	—	—	COM	231021106
SCHW	Charles Schwab	7,135,138	$151M	4.4%	—	—	COM	808513105
—	Coach	2,624,036	$150M	4.3%	—	—	COM	189754104
—	Stericycle	1,345,848	$149M	4.3%	—	—	COM	858912108
V	Visa	787,647	$144M	4.2%	—	—	COM	92826C839
—	Varian Medical Systems	2,063,703	$139M	4.0%	—	—	COM	92220P105
VRSK	Verisk Analytics	2,236,306	$134M	3.9%	—	—	COM	92345Y106
GILD	Gilead Sciences	2,459,512	$126M	3.6%	—	—	COM	375558103
—	Perrigo	1,036,502	$125M	3.6%	—	—	COM	714290103
SLB	Schlumberger	1,734,079	$124M	3.6%	—	—	COM	806857108
—	Priceline	148,124	$122M	3.5%	—	—	COM	741503403
—	National Oilwell Varco	1,511,131	$104M	3.0%	—	—	COM	637071101
—	American Express	1,286,983	$96.22M	2.8%	—	—	COM	25816109
—	Monster Beverage	1,531,394	$93.16M	2.7%	—	—	COM	611740101