13F filing recap · Q1 2002

What did Wedgewood Partners buy in Q1 2002?

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

$152.28M

Positions

Estimated turnover

15.8%

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

PPDPpd, Inc.$4.16Mreported value+119.5K shares

Increased positions

LLTCLinear Technology Corporation$12.25Mreported value+4.1K shares+1.5%AMATApplied Materials Inc /de$11.90Mreported value+2.2K shares+1.0%HDHome Depot, Inc.$11.57Mreported value+905 shares+0.4%GNTXGentex Corporation$11.54Mreported value+910 shares

Reduced positions

WMTWalmart Inc.$2.40Mreported value-10.0K shares-20.4%FITBFifth Third Bancorp$843.0Kreported value-1.3K shares-9.1%GEGeneral Electric Company$498.0Kreported value-750 shares-5.3%CCitigroup Inc$272.0Kreported value-1.5K shares

Exited positions

SGPSchering-Plough Corporation$3.88Mprior reported value-108.4K shares-100.0%HOGHarley-Davidson, Inc.$2.46Mprior reported value-45.3K shares-100.0%WCOMMci Worldcom, Inc.$1.35Mprior reported value-96.0K shares-100.0%RITRightchoice Managed Care, Inc.$420.0Kprior reported value