13F filing recap · Q1 2001

What did Wedgewood Partners buy in Q1 2001?

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

$176.56M

Positions

Estimated turnover

15.1%

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

USBUS Bancorp$1.22Mreported value+52.8K shares INSPInfospace, Inc.$1.07Mreported value+483.0K shares MDTMedtronic Plc$366.0Kreported value+8.0K shares EMCEmc Corp$241.0Kreported value+8.2K shares CAHCardinal Health, Inc.$207.0Kreported value+2.1K shares KGKing Pharmaceuticals Inc$204.0Kreported value+5.0K shares VZVerizon Communications Inc$202.0Kreported value+4.1K shares

Increased positions

LLTCLinear Technology Corporation$12.16Mreported value+5.1K shares+1.8%HOGHarley-Davidson, Inc.$11.23Mreported value+30.1K shares+13.1%BRK.BBerkshire Hathaway Inc$11.12Mreported value+250 shares+5.1%GNTXGentex Corporation$9.98Mreported value+3.1K shares

Reduced positions

FNMAFederal National Mortgage Association$12.27Mreported value-500 shares-0.3%AMGNAmgen Inc.$10.84Mreported value-21.9K shares-10.8%HDHome Depot, Inc.$10.25Mreported value-9.8K shares-4.0%WFCWells Fargo & Company/mn$8.80Mreported value-6.7K shares

Exited positions

FRSFirstar Corporation$1.33Mprior reported value-52.3K shares-100.0%BMYBristol-Myers Squibb Company$370.0Kprior reported value-5.0K shares-100.0%UTXRtx Corporation$354.0Kprior reported value-4.5K shares-100.0%NOKNokia Corp$322.0Kprior reported value-7.4K shares