13F filing recap · Q4 2024
What did Wedgewood Partners buy in Q4 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
$507.93M
Positions
19
Estimated turnover
11.9%
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 opened a new position in iShares Trust and exited Texas Pacific Land Corporation. The firm also slightly trimmed a broad set of holdings including Taiwan Semiconductor Manufacturing, Alphabet, Meta Platforms, Apple, PayPal, Visa, Booking Holdings, Copart, UnitedHealth Group, Microsoft, Motorola, Edwards Lifesciences, Cdw Corp, S&P Global, Old Dominion Freight Line, and O Reilly Automotive. Pool Corporation was trimmed moderately. Tractor Supply Co was increased dramatically.