Wedgewood Partners
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
Positions
| BRK.BBERKSHIRE HATHAWAY Class B | 9.45% | 4,234,269 | $585M | added+5% | +0.51 pp | 5 q |
| QCOMQualcomm Inc | 8.02% | 6,637,080 | $496M | added+36% | +1.25 pp | 6 q |
| AAPLApple Inc. | 7.94% | 4,878,650 | $492M | trimmed−19% | −1.83 pp | 5 q |
| unresolvedE M C Corp Mass | 6.89% | 14,576,412 | $427M | added+4% | +0.47 pp | 6 q |
| unresolvedExpress Scripts Hldg Co | 6.80% | 5,957,369 | $421M | added+8% | +0.12 pp | 6 q |
| CTSHCognizant Technology Solutions | 6.47% | 8,944,176 | $400M | added+26% | +0.42 pp | 6 q |
| MTBM&T Bank Corp. | 5.28% | 2,650,981 | $327M | added+9% | +0.01 pp | 5 q |
| unresolvedCoach Inc | 4.91% | 8,533,938 | $304M | added+9% | +0.23 pp | 6 q |
| SRCLStericycle Inc | 4.76% | 2,528,949 | $295M | added+6% | −0.18 pp | 6 q |
| PRGOPerrigo Company PLC | 4.34% | 1,788,328 | $269M | added+3% | −0.09 pp | 4 q |
| SLBSLB Limited | 3.78% | 2,298,360 | $234M | added+6% | −0.66 pp | 6 q |
| unresolvedMead Johnson Nut'n Co | 3.72% | 2,394,115 | $230M | added+1% | −0.15 pp | 3 q |
| VARVarian Medical Systems, Inc. | 3.67% | 2,832,194 | $227M | added+9% | −0.10 pp | 6 q |
| LKQLKQ Corporation | 3.60% | 8,379,275 | $223M | added+55% | +1.08 pp | 3 q |
| unresolvedPriceline Grp Inc | 3.60% | 192,231 | $223M | added+10% | −0.08 pp | 6 q |
| VVISA Inc. | 3.49% | 1,011,933 | $216M | added+7% | +0.01 pp | 6 q |
| VRSKVerisk Analytics, Inc. | 3.39% | 3,442,817 | $210M | added+7% | +0.02 pp | 6 q |
| CMICummins Inc. | 2.90% | 1,361,740 | $180M | added+13% | −0.33 pp | 6 q |
| NOVNOV Inc. | 2.87% | 2,332,028 | $177M | added+6% | −0.28 pp | 6 q |
| unresolvedGoogle Inc. | 2.29% | 240,656 | $142M | added+9% | +0.04 pp | 2 q |
| GOOGAlphabet Inc. Class C | 1.80% | 192,769 | $111M | trimmed−3% | −0.19 pp | 3 q |
| DNOWDNOW Inc. | — | −478,947 | — | exited | −0.30 pp | — |
