Wedgewood Partners
Latest statistics and disclosures from Wedgewood Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are GOOGL, META, TSM, V, AAPL, and represent 39.58% of Wedgewood Partners's stock portfolio.
- Added to shares of these 3 stocks: UNH (+$5.7M), ODFL (+$5.6M), TPL (+$5.4M).
- Reduced shares in these 10 stocks: META (-$7.8M), TSM, MSI, CPRT, GOOGL, V, BKNG, EW, PYPL, MSFT.
- Sold out of its position in GOOG.
- Wedgewood Partners was a net buyer of stock by $1.7M.
- Wedgewood Partners has $500M in assets under management (AUM), dropping by 5.17%.
- Central Index Key (CIK): 0000859804
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Portfolio Holdings for Wedgewood Partners
Wedgewood Partners holds 19 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Alphabet Cap Stk Cl A (GOOGL) | 9.2 | $46M | 268k | 172.51 |
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| Meta Platforms Cl A (META) | 8.3 | $41M | -15% | 86k | 481.54 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 7.9 | $40M | 254k | 155.58 |
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| Visa Com Cl A (V) | 7.4 | $37M | 131k | 281.50 |
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| Apple (AAPL) | 6.8 | $34M | 178k | 189.72 |
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| Paypal Holdings (PYPL) | 6.6 | $33M | 514k | 63.90 |
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| UnitedHealth (UNH) | 6.2 | $31M | +22% | 60k | 517.55 |
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| Microsoft Corporation (MSFT) | 6.0 | $30M | 71k | 423.08 |
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| Motorola Solutions Com New (MSI) | 5.9 | $29M | -2% | 80k | 365.03 |
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| Copart (CPRT) | 5.8 | $29M | -2% | 527k | 55.31 |
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| Tractor Supply Company (TSCO) | 5.7 | $29M | 104k | 275.96 |
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| Booking Holdings (BKNG) | 4.8 | $24M | 6.3k | 3792.59 |
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| Edwards Lifesciences (EW) | 4.4 | $22M | -2% | 246k | 90.16 |
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| Cdw (CDW) | 4.4 | $22M | 99k | 223.44 |
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| Pool Corporation (POOL) | 2.6 | $13M | 34k | 383.07 |
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| Old Dominion Freight Line (ODFL) | 2.3 | $11M | +96% | 62k | 183.92 |
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| S&p Global (SPGI) | 2.2 | $11M | 25k | 435.71 |
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| O'reilly Automotive (ORLY) | 1.8 | $9.2M | 9.1k | 1010.38 |
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| Texas Pacific Land Corp (TPL) | 1.6 | $8.2M | +190% | 14k | 601.56 |
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Past Filings by Wedgewood Partners
SEC 13F filings are viewable for Wedgewood Partners going back to 2010
- Wedgewood Partners 2024 Q1 filed May 16, 2024
- Wedgewood Partners 2023 Q4 filed Feb. 14, 2024
- Wedgewood Partners 2023 Q3 filed Nov. 14, 2023
- Wedgewood Partners 2023 Q2 filed Aug. 14, 2023
- Wedgewood Partners 2023 Q1 filed May 15, 2023
- Wedgewood Partners 2022 Q4 filed Feb. 14, 2023
- Wedgewood Partners 2022 Q3 filed Nov. 14, 2022
- Wedgewood Partners 2022 Q2 filed Aug. 15, 2022
- Wedgewood Partners 2022 Q1 filed May 16, 2022
- Wedgewood Partners 2021 Q4 filed Feb. 14, 2022
- Wedgewood Partners 2021 Q3 filed Nov. 12, 2021
- Wedgewood Partners 2021 Q2 filed Aug. 13, 2021
- Wedgewood Partners 2021 Q1 filed May 17, 2021
- Wedgewood Partners 2020 Q4 filed Feb. 12, 2021
- Wedgewood Partners 2020 Q3 filed Nov. 13, 2020
- Wedgewood Partners 2020 Q2 filed Aug. 14, 2020