WEDGEWOOD PARTNERS INC Long-Term Concentrated

Location: St Louis, MO

CIK: 0000859804 · Show all filings

Period: Q1 2014 (← Previous) (Next →)

Filing Date: May 16, 2014

Total Value: $5.401B (100.0% shares, 0.0% debt)

Holdings (21)

BRK/B BERKSHIRE HATHAWAY CL B 10.1%

Value $543M Shares 4,347,827 Est. Cost — Unrealized —

AAPL APPLE 9.5%

Value $514M Shares 957,303 Est. Cost — Unrealized —

— EXPRESS SCRIPTS HLDG CO 6.9%

Value $372M Shares 4,959,737 Est. Cost — Unrealized —

QCOM QUALCOMM 6.8%

Value $369M Shares 4,677,079 Est. Cost — Unrealized —

— EMC CORP 6.5%

Value $353M Shares 12,876,644 Est. Cost — Unrealized —

CTSH COGNIZANT TECHNOLOGY SOLUTIONS 6.2%

Value $337M Shares 6,666,189 Est. Cost — Unrealized —

— M&T BANK 5.2%

Value $282M Shares 2,326,332 Est. Cost — Unrealized —

CMI CUMMINS 4.9%

Value $265M Shares 1,777,284 Est. Cost — Unrealized —

— STERICYCLE 4.7%

Value $252M Shares 2,217,344 Est. Cost — Unrealized —

— PERRIGO 4.3%

Value $231M Shares 1,494,779 Est. Cost — Unrealized —

— GOOGLE 4.1%

Value $221M Shares 198,146 Est. Cost — Unrealized —

— VARIAN MEDICAL SYSTEMS 3.8%

Value $206M Shares 2,455,154 Est. Cost — Unrealized —

SLB SCHLUMBERGER 3.8%

Value $204M Shares 2,091,930 Est. Cost — Unrealized —

— MEAD JOHNSON NUTRITION 3.6%

Value $192M Shares 2,315,336 Est. Cost — Unrealized —

Value $177M Shares 3,560,821 Est. Cost — Unrealized —

— VERISK ANALYTICS 3.2%

Value $172M Shares 2,862,059 Est. Cost — Unrealized —

— PRICELINE 2.9%

Value $155M Shares 130,250 Est. Cost — Unrealized —

— NATIONAL-OILWELL VARCO 2.9%

Value $154M Shares 1,978,515 Est. Cost — Unrealized —

GILD GILEAD SCIENCES 2.5%

Value $135M Shares 1,907,287 Est. Cost — Unrealized —

LKQ LKQ CORP 2.5%

Value $134M Shares 5,090,458 Est. Cost — Unrealized —

Value $132M Shares 610,508 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
BRK/B	BERKSHIRE HATHAWAY CL B	4,347,827	$543M	10.1%	—	—	COM	084670702
AAPL	APPLE	957,303	$514M	9.5%	—	—	COM	037833100
—	EXPRESS SCRIPTS HLDG CO	4,959,737	$372M	6.9%	—	—	COM	30219G108
QCOM	QUALCOMM	4,677,079	$369M	6.8%	—	—	COM	747525103
—	EMC CORP	12,876,644	$353M	6.5%	—	—	COM	268648102
CTSH	COGNIZANT TECHNOLOGY SOLUTIONS	6,666,189	$337M	6.2%	—	—	COM	192446102
—	M&T BANK	2,326,332	$282M	5.2%	—	—	COM	55261f104
CMI	CUMMINS	1,777,284	$265M	4.9%	—	—	COM	231021106
—	STERICYCLE	2,217,344	$252M	4.7%	—	—	COM	858912108
—	PERRIGO	1,494,779	$231M	4.3%	—	—	COM	g97822103
—	GOOGLE	198,146	$221M	4.1%	—	—	COM	38259p706
—	VARIAN MEDICAL SYSTEMS	2,455,154	$206M	3.8%	—	—	COM	92220p105
SLB	SCHLUMBERGER	2,091,930	$204M	3.8%	—	—	COM	806857108
—	MEAD JOHNSON NUTRITION	2,315,336	$192M	3.6%	—	—	COM	582839106
—	COACH	3,560,821	$177M	3.3%	—	—	COM	189754104
—	VERISK ANALYTICS	2,862,059	$172M	3.2%	—	—	COM	92345y106
—	PRICELINE	130,250	$155M	2.9%	—	—	COM	741503403
—	NATIONAL-OILWELL VARCO	1,978,515	$154M	2.9%	—	—	COM	637071101
GILD	GILEAD SCIENCES	1,907,287	$135M	2.5%	—	—	COM	375558103
LKQ	LKQ CORP	5,090,458	$134M	2.5%	—	—	COM	501889208
—	VISA	610,508	$132M	2.4%	—	—	COM	92826c839