Wedgewood Partners
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
Positions
| QCOMQualcomm Inc | 8.86% | 9,521,542 | $660M | added+15% | +0.59 pp | 8 q |
| BRK.BBERKSHIRE HATHAWAY Class B | 7.92% | 4,086,954 | $590M | added+2% | −0.17 pp | 7 q |
| unresolvedExpress Scripts Hldg Co | 7.71% | 6,622,442 | $575M | added0% | +0.15 pp | 8 q |
| AAPLApple Inc. | 7.26% | 4,349,043 | $541M | added+1% | +0.84 pp | 7 q |
| CTSHCognizant Technology Solutions | 6.46% | 7,709,509 | $481M | trimmed−22% | −0.57 pp | 8 q |
| MTBM&T Bank Corp. | 5.97% | 3,501,498 | $445M | added+15% | +0.81 pp | 7 q |
| unresolvedCoach Inc | 5.80% | 10,436,200 | $432M | added+5% | +0.76 pp | 8 q |
| SLBSLB Limited | 4.77% | 4,262,624 | $356M | added+3% | 0.00 pp | 8 q |
| NOVNOV Inc. | 4.67% | 6,961,169 | $348M | added+47% | +0.48 pp | 8 q |
| VRSKVerisk Analytics, Inc. | 4.02% | 4,194,784 | $300M | added+2% | +0.47 pp | 8 q |
| VVISA Inc. | 3.88% | 4,416,811 | $289M | trimmed−1% | −0.06 pp | 8 q |
| unresolvedPriceline Grp Inc | 3.63% | 232,146 | $270M | added+4% | +0.21 pp | 8 q |
| CLBCore Laboratories Inc. | 3.55% | 2,528,819 | $264M | added+14% | −0.05 pp | 2 q |
| unresolvedMead Johnson Nut'n Co | 3.50% | 2,594,166 | $261M | trimmed−1% | −0.05 pp | 5 q |
| LKQLKQ Corporation | 3.44% | 10,017,255 | $256M | added+6% | −0.13 pp | 5 q |
| PRGOPerrigo Company PLC | 3.30% | 1,485,634 | $246M | added+2% | +0.02 pp | 6 q |
| CMICummins Inc. | 3.05% | 1,638,237 | $227M | added+5% | +0.01 pp | 8 q |
| unresolvedE M C Corp Mass | 2.82% | 8,234,507 | $210M | added+3% | −0.39 pp | 8 q |
| SRCLStericycle Inc | 2.81% | 1,491,671 | $209M | trimmed−47% | −2.20 pp | 8 q |
| VARVarian Medical Systems, Inc. | 2.71% | 2,147,870 | $202M | trimmed−33% | −1.01 pp | 8 q |
| unresolvedGoogle Inc. | 2.52% | 338,605 | $188M | added+9% | +0.29 pp | 4 q |
| GOOGAlphabet Inc. Class C | 1.36% | 184,847 | $101M | trimmed−3% | +0.01 pp | 5 q |
