13F filing recap · Q2 2001

What did Wedgewood Partners buy in Q2 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

$176.50M

Positions

Estimated turnover

21.9%

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

JNPRJuniper Networks, Inc.$6.27Mreported value+201.8K shares PAYXPaychex, Inc.$4.84Mreported value+121.0K shares MCITWorldcom Inc$261.0Kreported value+16.2K shares NCCNational City Corp$229.0Kreported value+7.5K shares

Increased positions

HDHome Depot, Inc.$11.63Mreported value+11.9K shares+5.0%CCOClear Channel Communications, Inc.$9.97Mreported value+5.3K shares+3.4%SCHWSchwab Charles Corp$7.53Mreported value+4.4K shares+0.9%ADIAnalog Devices, Inc.$6.71Mreported value+12.5K shares

Reduced positions

LLTCLinear Technology Corporation$12.47Mreported value-14.1K shares-4.8%GNTXGentex Corporation$12.01Mreported value-1.1K shares-0.3%BRK.BBerkshire Hathaway Inc$11.25Mreported value-221 shares-4.3%HOGHarley-Davidson, Inc.$10.91Mreported value-28.8K shares

Exited positions

CSCOCisco Systems, Inc.$314.0Kprior reported value-19.9K shares-100.0%PTCPtc Inc$212.0Kprior reported value-23.5K shares-100.0%CAHCardinal Health, Inc.$207.0Kprior reported value-2.1K shares-100.0%VZVerizon Communications Inc$202.0Kprior reported value-4.1K shares