13F filing recap · Q3 2024
What did Wedgewood Partners buy in Q3 2024?
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
$550.83M
Positions
19
Estimated turnover
1.3%
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.
Quarter in review
Wedgewood Partners trimmed a broad swath of its holdings during the quarter, with modest reductions across Meta Platforms, Alphabet, Taiwan Semiconductor Manufacturing, PayPal, Visa, Apple, UnitedHealth Group, Booking Holdings, Copart, Motorola, Microsoft, Tractor Supply, Texas Pacific Land, CDW, Old Dominion Freight Line, S&P Global, Pool Corporation, and O’Reilly Automotive. The firm also slightly increased its stake in Edwards Lifesciences.