Filed: 8/14/2025ACC: 0000859804-25-000006
📋 What this filing means
WEDGEWOOD PARTNERS INC filed this quarterly 13F‑HR report disclosing 19 equity positions with a total reported market value of $515.19M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
19
Positions
$515.19M
Total AUM (reported)
3.05M
Total Shares
Allocation by class
COM$303.20M58.9%
CL A$71.77M13.9%
SPONSORED ADS$47.20M9.2%
CAP STK CL A$39.26M7.6%
COM CL A$29.29M5.7%
COM NEW$24.46M4.7%
Portfolio Concentration
Top 3$141.28M27.4%
4–10$216.70M42.1%
11–25$157.20M30.5%
Top 3 weight
27.4%
Top 10 weight
69.5%
Voting Authority Distribution
Total shares with voting rights: 3.05M
Sole
Full voting authority
159.98K
shares
% of voting shares5.2%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.89M
shares
% of voting shares94.8%
Investment Discretion (by position count)
Sole19
Shared0
Other0
Dominant voting typeNone · 94.8% of voting shares
Institutional Holdings19
Rows:
META PLATFORMS INC
SOLEShares68.33K
TypeSH
Market value$53.05M
10.30%
Sole
3.58K
Shared
0.00
None
64.75K
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares197.50K
TypeSH
Market value$47.20M
9.16%
Sole
10.18K
Shared
0.00
None
187.32K
MICROSOFT CORP
SOLEShares76.61K
TypeSH
Market value$41.03M
7.96%
Sole
3.99K
Shared
0.00
None
72.61K
ALPHABET INC
SOLEShares201.30K
TypeSH
Market value$39.26M
7.62%
Sole
10.55K
Shared
0.00
None
190.75K
APPLE INC
SOLEShares161.86K
TypeSH
Market value$32.91M
6.39%
Sole
8.54K
Shared
0.00
None
153.32K
PAYPAL HLDGS INC
SOLEShares465.84K
TypeSH
Market value$31.68M
6.15%
Sole
24.82K
Shared
0.00
None
441.02K
BOOKING HOLDINGS INC
SOLEShares5.66K
TypeSH
Market value$30.97M
6.01%
Sole
304.00
Shared
0.00
None
5.35K
VISA INC
SOLEShares85.60K
TypeSH
Market value$29.29M
5.69%
Sole
4.51K
Shared
0.00
None
81.09K
TRACTOR SUPPLY CO
SOLEShares472.77K
TypeSH
Market value$28.13M
5.46%
Sole
24.74K
Shared
0.00
None
448.02K
MOTOROLA SOLUTIONS INC
SOLEShares55.59K
TypeSH
Market value$24.46M
4.75%
Sole
2.90K
Shared
0.00
None
52.69K
UNITED RENTALS INC
SOLEShares26.06K
TypeSH
Market value$22.64M
4.39%
Sole
1.37K
Shared
0.00
None
24.70K
COPART INC
SOLEShares480.29K
TypeSH
Market value$21.97M
4.26%
Sole
25.31K
Shared
0.00
None
454.98K
CDW CORP
SOLEShares116.12K
TypeSH
Market value$19.99M
3.88%
Sole
6.13K
Shared
0.00
None
110K
S&P GLOBAL INC
SOLEShares33.48K
TypeSH
Market value$18.85M
3.66%
Sole
1.75K
Shared
0.00
None
31.74K
OREILLY AUTOMOTIVE INC
SOLEShares185.21K
TypeSH
Market value$18.77M
3.64%
Sole
9.48K
Shared
0.00
None
175.73K
ZOETIS INC
SOLEShares123.34K
TypeSH
Market value$18.72M
3.63%
Sole
6.48K
Shared
0.00
None
116.86K
EDWARDS LIFESCIENCES CORP
SOLEShares178.03K
TypeSH
Market value$14.26M
2.77%
Sole
9.25K
Shared
0.00
None
168.78K
OLD DOMINION FREIGHT LINE IN
SOLEShares85.32K
TypeSH
Market value$12.32M
2.39%
Sole
4.46K
Shared
0.00
None
80.86K
POOL CORP
SOLEShares31.24K
TypeSH
Market value$9.68M
1.88%
Sole
1.63K
Shared
0.00
None
29.61K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
META PLATFORMS INCSOLE | CL A | 68.33K | SH | $53.05M 10.30% | 3.58K | 0.00 | 64.75K |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 197.50K | SH | $47.20M 9.16% | 10.18K | 0.00 | 187.32K |
MICROSOFT CORPSOLE | COM | 76.61K | SH | $41.03M 7.96% | 3.99K | 0.00 | 72.61K |
ALPHABET INCSOLE | CAP STK CL A | 201.30K | SH | $39.26M 7.62% | 10.55K | 0.00 | 190.75K |
APPLE INCSOLE | COM | 161.86K | SH | $32.91M 6.39% | 8.54K | 0.00 | 153.32K |
PAYPAL HLDGS INCSOLE | COM | 465.84K | SH | $31.68M 6.15% | 24.82K | 0.00 | 441.02K |
BOOKING HOLDINGS INCSOLE | COM | 5.66K | SH | $30.97M 6.01% | 304.00 | 0.00 | 5.35K |
VISA INCSOLE | COM CL A | 85.60K | SH | $29.29M 5.69% | 4.51K | 0.00 | 81.09K |
TRACTOR SUPPLY COSOLE | COM | 472.77K | SH | $28.13M 5.46% | 24.74K | 0.00 | 448.02K |
MOTOROLA SOLUTIONS INCSOLE | COM NEW | 55.59K | SH | $24.46M 4.75% | 2.90K | 0.00 | 52.69K |
UNITED RENTALS INCSOLE | COM | 26.06K | SH | $22.64M 4.39% | 1.37K | 0.00 | 24.70K |
COPART INCSOLE | COM | 480.29K | SH | $21.97M 4.26% | 25.31K | 0.00 | 454.98K |
CDW CORPSOLE | COM | 116.12K | SH | $19.99M 3.88% | 6.13K | 0.00 | 110K |
S&P GLOBAL INCSOLE | COM | 33.48K | SH | $18.85M 3.66% | 1.75K | 0.00 | 31.74K |
OREILLY AUTOMOTIVE INCSOLE | COM | 185.21K | SH | $18.77M 3.64% | 9.48K | 0.00 | 175.73K |
ZOETIS INCSOLE | CL A | 123.34K | SH | $18.72M 3.63% | 6.48K | 0.00 | 116.86K |
EDWARDS LIFESCIENCES CORPSOLE | COM | 178.03K | SH | $14.26M 2.77% | 9.25K | 0.00 | 168.78K |
OLD DOMINION FREIGHT LINE INSOLE | COM | 85.32K | SH | $12.32M 2.39% | 4.46K | 0.00 | 80.86K |
POOL CORPSOLE | COM | 31.24K | SH | $9.68M 1.88% | 1.63K | 0.00 | 29.61K |