13F filing recap · Q3 2014
What did Wedgewood Partners buy in Q3 2014?
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
$6.19B
Positions
21
Estimated turnover
11.7%
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
BRK.BBerkshire Hathaway Inc$584.92Mreported value+186.1K shares+4.6%QCOMQualcomm Inc/de$496.25Mreported value+1.74M shares+35.5%EMCEmc Corp$426.51Mreported value+610.6K shares+4.4%ESRXExpress Scripts Holding Co$420.77Mreported value+430.8K shares+7.8%CTSHCognizant Technology Solutions Corporation$400.43Mreported value+1.85M shares+26.1%MTBM&T Bank Corporation$326.84Mreported value+215.6K shares+8.9%COHCoach Inc$303.89Mreported value+687.1K shares+8.8%SRCLStericycle, Inc.$294.77Mreported value+135.8K shares+5.7%PRGOPerrigo Company Plc$268.59Mreported value+45.9K shares+2.6%SLBSlb Limited/nv$233.72Mreported value+138.4K shares+6.4%MJNMead Johnson Nutrition Co$230.36Mreported value+12.3K shares+0.5%VARVarian Medical Systems, Inc.$226.91Mreported value+230.8K shares+8.9%LKQLkq Corporation$222.81Mreported value+2.97M shares+54.9%PCLNBooking Holdings Inc$222.72Mreported value+17.0K shares+9.7%VVisa Inc.$215.92Mreported value+64.2K shares+6.8%VRSKVerisk Analytics, Inc.$209.63Mreported value+226.2K shares+7.0%CMICummins Inc$179.72Mreported value+159.6K shares+13.3%NOVNov Inc.$177.47Mreported value+136.0K shares+6.2%GOOGLAlphabet Inc.$141.60Mreported value+19.9K shares+9.0%