13F filing recap · Q4 2001

What did Wedgewood Partners buy in Q4 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

$147.37M

Positions

Estimated turnover

22.3%

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

CAHCardinal Health, Inc.$4.16Mreported value+64.3K shares

Increased positions

BRK.BBerkshire Hathaway Inc$12.09Mreported value+47 shares+1.0%MCITWorldcom Inc$6.66Mreported value+11.3K shares+6.4%PFEPfizer Inc.$5.55Mreported value+3.5K shares+2.6%PAYXPaychex, Inc.$4.77Mreported value+9.7K shares

Reduced positions

HDHome Depot, Inc.$12.09Mreported value-10.8K shares-4.4%LLTCLinear Technology Corporation$10.65Mreported value-10.6K shares-3.7%INTCIntel Corp$10.48Mreported value-7.9K shares-2.3%GNTXGentex Corporation$10.38Mreported value-25.9K shares

Exited positions

MDTMedtronic Plc$348.0Kprior reported value-8.0K shares-100.0%