13F filing recap · Q1 2000

What did Wedgewood Partners buy in Q1 2000?

Reported stock-position changes between this filing and the previous one. US-listed stocks across every Wedgewood account, including accounts that belong to no fund below.

Stock value

$222.91M

Positions

Estimated turnover

—

Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.

New positions

INTCIntel Corp$19.84Mreported value+150.4K shares AMATApplied Materials Inc /de$15.67Mreported value+166.3K shares LLTCLinear Technology Corporation$14.79Mreported value+268.9K shares GNTXGentex Corporation$12.57Mreported value+339.3K shares SCHWSchwab Charles Corp$12.57Mreported value+221.2K shares WCOMMci Worldcom, Inc.$12.43Mreported value+274.3K shares AMGNAmgen Inc.$11.64Mreported value+188.2K shares NXTLNextel Communications, Inc.$11.57Mreported value+78.1K shares LULucent Technologies Inc$11.51Mreported value+187.9K shares FNMAFederal National Mortgage Association$10.68Mreported value+188.8K shares BRK.BBerkshire Hathaway Inc$8.65Mreported value+4.8K shares WFRDWeatherford International Plc$8.46Mreported value+144.6K shares WFCWells Fargo & Company/mn$8.13Mreported value+199.6K shares HDHome Depot, Inc.$7.33Mreported value+113.6K shares PTCPtc Inc$7.26Mreported value+357.3K shares HOGHarley-Davidson, Inc.$7.22Mreported value+91.0K shares MRKMerck & Co., Inc.$7.17Mreported value+115.5K shares CCOClear Channel Communications, Inc.$6.60Mreported value+95.6K shares SLBSlb Limited/nv$5.98Mreported value+78.1K shares CDXCatellus Development Corporation$3.77Mreported value+271.6K shares FITBFifth Third Bancorp$2.86Mreported value+45.4K shares WMTWalmart Inc.$2.67Mreported value+47.4K shares PFEPfizer Inc.$2.49Mreported value+68.0K shares MSFTMicrosoft Corporation$1.92Mreported value+14.1K shares COLTYColt Technology Services$1.56Mreported value+7.9K shares CSCOCisco Systems, Inc.$1.52Mreported value+19.7K shares ORCLOracle Corporation$1.48Mreported value+19.0K shares FRSFirstar Corporation$1.21Mreported value+52.9K shares GEGeneral Electric Company$903.0Kreported value+5.8K shares RIGTransocean Ltd$581.0Kreported value+11.3K shares MDTMedtronic Plc$397.0Kreported value+7.7K shares MTLMercantile Bancorporation$382.0Kreported value+20.6K shares PAPimco Advisors Holdings LP$291.0Kreported value+7.6K shares BACBank of America Corp$262.0Kreported value+5.0K shares RALRalston Purina Company$260.0Kreported value+9.5K shares 12613G207Cnb Capital Trust I$244.0Kreported value+7.5K shares SOEHFStone Group Holdings Ltd$11.0Kreported value+20.0K shares