13F filing recap · Q2 2008

What did Wedgewood Partners buy in Q2 2008?

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

$386.91M

Positions

Estimated turnover

13.8%

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

PCPPrecision Castparts Corp$10.77Mreported value+111.7K shares

Increased positions

VARVarian Medical Systems, Inc.$26.33Mreported value+54.9K shares+12.1%CTSHCognizant Technology Solutions Corporation$24.25Mreported value+116.8K shares+18.6%DNAGenentech Inc$24.04Mreported value+129.8K shares+69.5%EMCEmc Corp$19.23Mreported value+28.7K shares

Reduced positions

AAPLApple Inc.$39.26Mreported value-11.4K shares-4.6%BRK.BBerkshire Hathaway Inc$30.94Mreported value-103 shares-1.3%QCOMQualcomm Inc/de$29.28Mreported value-17.5K shares-2.6%GOOGLAlphabet Inc.$27.28Mreported value-9.2K shares