13F filing recap · Q3 2000

What did Wedgewood Partners buy in Q3 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

$213.12M

Positions

Estimated turnover

15.0%

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

KRBMbna Corporation$4.21Mreported value+109.3K shares FRSFirstar Corporation$817.0Kreported value+36.5K shares MDTMedtronic Plc$413.0Kreported value+8.0K shares NOKNokia Corp$295.0Kreported value+7.4K shares IBMInternational Business Machines Corp$211.0Kreported value+1.9K shares SOEHFStone Group Holdings Ltd$11.0Kreported value+20.0K shares

Increased positions

LLTCLinear Technology Corporation$18.07Mreported value+2.2K shares+0.8%FNMAFederal National Mortgage Association$15.31Mreported value+7.5K shares+3.6%AMGNAmgen Inc.$14.22Mreported value+3.2K shares+1.6%INTCIntel Corp$13.43Mreported value+175.8K shares

Reduced positions

HOGHarley-Davidson, Inc.$10.66Mreported value-5.8K shares-2.6%BRK.BBerkshire Hathaway Inc$10.43Mreported value-74 shares-1.4%WFCWells Fargo & Company/mn$9.18Mreported value-4.8K shares-2.3%FITBFifth Third Bancorp$2.19Mreported value-33.9K shares

Exited positions

CDXCatellus Development Corporation$4.19Mprior reported value-279.6K shares-100.0%MTLMercantile Bancorporation$506.0Kprior reported value-20.6K shares-100.0%PAPimco Advisors Holdings LP$421.0Kprior reported value-10.9K shares-100.0%WFRDWeatherford International Plc$358.0Kprior reported value