13F filing recap · Q4 2002

What did Wedgewood Partners buy in Q4 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

$116.14M

Positions

Estimated turnover

9.0%

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.

Increased positions

CEConcord Efs, Inc.$4.05Mreported value+74.5K shares+40.8%JNPRJuniper Networks, Inc.$3.07Mreported value+57.8K shares+14.7%LMLegg Mason Inc$2.58Mreported value+17.1K shares+47.5%AHRAnthracite Capital, Inc.$997.0Kreported value+24.3K shares+36.1%ABAlliancebernstein Holding L.p.$905.0Kreported value+5.7K shares+24.3%PVACPenn Virginia Corporation$644.0Kreported value+14.5K shares+86.6%

Reduced positions

GNTXGentex Corporation$10.39Mreported value-12.0K shares-3.5%AMGNAmgen Inc.$9.99Mreported value-4.7K shares-2.2%BRK.BBerkshire Hathaway Inc$7.92Mreported value-217 shares-6.2%MSFTMicrosoft Corporation$7.66Mreported value-650 shares