WEDGEWOOD PARTNERS INC Long-Term Concentrated

Location: St Louis, MO

CIK: 0000859804 · Show all filings

Period: Q4 2013 (← Previous) (Next →)

Filing Date: Feb 14, 2014

Total Value: $4.808B (100.0% shares, 0.0% debt)

Holdings (21)

AAPL APPLE 10.2%

Value $492M Shares 876,762 Est. Cost — Unrealized —

CTSH COGNIZANT TECHNOLOGY SOLUTIONS 6.8%

Value $327M Shares 3,242,774 Est. Cost — Unrealized —

QCOM QUALCOMM 6.8%

Value $326M Shares 4,396,586 Est. Cost — Unrealized —

BRK/B BERKSHIRE HATHAWAY CL B 6.7%

Value $320M Shares 2,698,966 Est. Cost — Unrealized —

— EMC CORP 6.4%

Value $308M Shares 12,259,831 Est. Cost — Unrealized —

— EXPRESS SCRIPTS HLDG CO 6.0%

Value $287M Shares 4,080,938 Est. Cost — Unrealized —

— GOOGLE 5.8%

Value $278M Shares 248,111 Est. Cost — Unrealized —

— M&T BANK 5.2%

Value $248M Shares 2,131,941 Est. Cost — Unrealized —

CMI CUMMINS 4.9%

Value $233M Shares 1,656,312 Est. Cost — Unrealized —

— PERRIGO 4.7%

Value $224M Shares 1,459,279 Est. Cost — Unrealized —

Value $200M Shares 899,810 Est. Cost — Unrealized —

— STERICYCLE 3.9%

Value $186M Shares 1,602,436 Est. Cost — Unrealized —

Value $180M Shares 3,203,502 Est. Cost — Unrealized —

— VARIAN MEDICAL SYSTEMS 3.7%

Value $177M Shares 2,279,191 Est. Cost — Unrealized —

SLB SCHLUMBERGER 3.6%

Value $175M Shares 1,943,361 Est. Cost — Unrealized —

— VERISK ANALYTICS 3.5%

Value $166M Shares 2,529,002 Est. Cost — Unrealized —

— PRICELINE 3.0%

Value $142M Shares 122,374 Est. Cost — Unrealized —

— NATIONAL-OILWELL VARCO 2.9%

Value $138M Shares 1,734,990 Est. Cost — Unrealized —

AXP AMERICAN EXPRESS 2.8%

Value $136M Shares 1,501,341 Est. Cost — Unrealized —

GILD GILEAD SCIENCES 2.8%

Value $135M Shares 1,800,984 Est. Cost — Unrealized —

— MONSTER BEVERAGE 2.6%

Value $127M Shares 1,871,588 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
AAPL	APPLE	876,762	$492M	10.2%	—	—	COM	037833100
CTSH	COGNIZANT TECHNOLOGY SOLUTIONS	3,242,774	$327M	6.8%	—	—	COM	192446102
QCOM	QUALCOMM	4,396,586	$326M	6.8%	—	—	COM	747525103
BRK/B	BERKSHIRE HATHAWAY CL B	2,698,966	$320M	6.7%	—	—	COM	084670702
—	EMC CORP	12,259,831	$308M	6.4%	—	—	COM	268648102
—	EXPRESS SCRIPTS HLDG CO	4,080,938	$287M	6.0%	—	—	COM	30219G108
—	GOOGLE	248,111	$278M	5.8%	—	—	COM	38259p508
—	M&T BANK	2,131,941	$248M	5.2%	—	—	COM	55261f104
CMI	CUMMINS	1,656,312	$233M	4.9%	—	—	COM	231021106
—	PERRIGO	1,459,279	$224M	4.7%	—	—	COM	g97822103
—	VISA	899,810	$200M	4.2%	—	—	COM	92826c839
—	STERICYCLE	1,602,436	$186M	3.9%	—	—	COM	858912108
—	COACH	3,203,502	$180M	3.7%	—	—	COM	189754104
—	VARIAN MEDICAL SYSTEMS	2,279,191	$177M	3.7%	—	—	COM	92220p105
SLB	SCHLUMBERGER	1,943,361	$175M	3.6%	—	—	COM	806857108
—	VERISK ANALYTICS	2,529,002	$166M	3.5%	—	—	COM	92345y106
—	PRICELINE	122,374	$142M	3.0%	—	—	COM	741503403
—	NATIONAL-OILWELL VARCO	1,734,990	$138M	2.9%	—	—	COM	637071101
AXP	AMERICAN EXPRESS	1,501,341	$136M	2.8%	—	—	COM	025816109
GILD	GILEAD SCIENCES	1,800,984	$135M	2.8%	—	—	COM	375558103
—	MONSTER BEVERAGE	1,871,588	$127M	2.6%	—	—	COM	611740101