13F filing recap · Q1 2025
What did Wedgewood Partners buy in Q1 2025?
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
$496.46M
Positions
20
Estimated turnover
17.6%
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 United Rentals. The firm trimmed Meta Platforms, Visa, and Edwards Lifesciences, while adding to Microsoft, CDW, S&P Global, O’Reilly Automotive, Old Dominion Freight Line, and iShares Trust. It also reduced UnitedHealth Group and made slight adjustments to Taiwan Semiconductor, Alphabet, Apple, PayPal, Copart, Booking Holdings, Tractor Supply, Motorola, and Pool Corporation.