13F filing recap · Q3 2025

What did Wedgewood Partners buy in Q3 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

$547.90M

Positions

Estimated turnover

3.6%

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 slightly trimmed Taiwan Semiconductor Manufacturing while adding modestly to a broad set of existing positions, including Meta Platforms, Alphabet, Apple, Microsoft, PayPal, Booking Holdings, Visa, Tractor Supply, Motorola, United Rentals, Copart, O’Reilly Automotive, CDW, Zoetis, S&P Global, Edwards Lifesciences, Old Dominion Freight Line, and Pool Corporation.

Increased positions

METAMeta Platforms, Inc.$51.84Mreported value+2.3K shares+3.3%GOOGLAlphabet Inc.$50.38Mreported value+5.9K shares+2.9%AAPLApple Inc.$42.50Mreported value+5.0K shares+3.1%MSFTMicrosoft Corporation$41.03Mreported value+2.6K shares+3.4%

Reduced positions

TSMTaiwan Semiconductor Manufacturing$52.86Mreported value-8.2K shares-4.2%