13F filing recap · Q3 2001

What did Wedgewood Partners buy in Q3 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

$137.52M

Positions

Estimated turnover

20.0%

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

SGPSchering-Plough Corporation$3.31Mreported value+89.3K shares PHAPharmacia Corporation$2.71Mreported value+66.9K shares CCitigroup Inc$202.0Kreported value+5.0K shares

Increased positions

LLTCLinear Technology Corporation$9.30Mreported value+1.5K shares+0.5%AMATApplied Materials Inc /de$6.33Mreported value+1.4K shares+0.6%PFEPfizer Inc.$5.44Mreported value+30.7K shares+29.2%MCITWorldcom Inc$5.38Mreported value+161.6K shares

Reduced positions

BRK.BBerkshire Hathaway Inc$11.05Mreported value-149 shares-3.0%AMGNAmgen Inc.$9.97Mreported value-6.0K shares-3.4%GNTXGentex Corporation$9.90Mreported value-16.4K shares-3.8%HDHome Depot, Inc.$9.51Mreported value-1.8K shares

Exited positions

KRBMbna Corporation$5.74Mprior reported value-173.9K shares-100.0%ICIXIntermedia Communications Inc$1.59Mprior reported value-106.6K shares-100.0%USBUS Bancorp$1.11Mprior reported value-48.8K shares-100.0%WFCWells Fargo & Company/mn$609.0Kprior reported value-13.1K shares