Filed: 11/14/2025ACC: 0000859804-25-000009
📋 What this filing means
WEDGEWOOD PARTNERS INC filed this quarterly 13F‑HR report disclosing 19 equity positions with a total reported market value of $547.90M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
19
Positions
$547.90M
Total AUM (reported)
3.14M
Total Shares
Allocation by class
COM$317.41M57.9%
CL A$70.50M12.9%
SPONSORED ADS$52.86M9.6%
CAP STK CL A$50.38M9.2%
COM CL A$30.42M5.6%
COM NEW$26.32M4.8%
Portfolio Concentration
Top 3$155.09M28.3%
4–10$232.48M42.4%
11–25$160.33M29.3%
Top 3 weight
28.3%
Top 10 weight
70.7%
Voting Authority Distribution
Total shares with voting rights: 3.14M
Sole
Full voting authority
156.93K
shares
% of voting shares5.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.99M
shares
% of voting shares95.0%
Investment Discretion (by position count)
Sole19
Shared0
Other0
Dominant voting typeNone · 95.0% of voting shares
Institutional Holdings19
Rows:
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares189.28K
TypeSH
Market value$52.86M
9.65%
Sole
9.38K
Shared
0.00
None
179.90K
META PLATFORMS INC
SOLEShares70.59K
TypeSH
Market value$51.84M
9.46%
Sole
3.53K
Shared
0.00
None
67.06K
ALPHABET INC
SOLEShares207.23K
TypeSH
Market value$50.38M
9.19%
Sole
10.41K
Shared
0.00
None
196.82K
APPLE INC
SOLEShares166.89K
TypeSH
Market value$42.50M
7.76%
Sole
8.41K
Shared
0.00
None
158.48K
MICROSOFT CORP
SOLEShares79.21K
TypeSH
Market value$41.03M
7.49%
Sole
3.94K
Shared
0.00
None
75.27K
PAYPAL HLDGS INC
SOLEShares484.65K
TypeSH
Market value$32.50M
5.93%
Sole
24.40K
Shared
0.00
None
460.25K
BOOKING HOLDINGS INC
SOLEShares5.90K
TypeSH
Market value$31.86M
5.81%
Sole
299.00
Shared
0.00
None
5.60K
VISA INC
SOLEShares89.12K
TypeSH
Market value$30.42M
5.55%
Sole
4.45K
Shared
0.00
None
84.67K
TRACTOR SUPPLY CO
SOLEShares489.91K
TypeSH
Market value$27.86M
5.09%
Sole
24.34K
Shared
0.00
None
465.57K
MOTOROLA SOLUTIONS INC
SOLEShares57.56K
TypeSH
Market value$26.32M
4.80%
Sole
2.86K
Shared
0.00
None
54.70K
UNITED RENTALS INC
SOLEShares26.93K
TypeSH
Market value$25.70M
4.69%
Sole
1.35K
Shared
0.00
None
25.58K
COPART INC
SOLEShares497.02K
TypeSH
Market value$22.35M
4.08%
Sole
24.90K
Shared
0.00
None
472.12K
OREILLY AUTOMOTIVE INC
SOLEShares191.67K
TypeSH
Market value$20.66M
3.77%
Sole
9.38K
Shared
0.00
None
182.28K
CDW CORP
SOLEShares120.52K
TypeSH
Market value$19.20M
3.50%
Sole
6.04K
Shared
0.00
None
114.49K
ZOETIS INC
SOLEShares127.52K
TypeSH
Market value$18.66M
3.41%
Sole
6.39K
Shared
0.00
None
121.13K
S&P GLOBAL INC
SOLEShares34.72K
TypeSH
Market value$16.90M
3.08%
Sole
1.72K
Shared
0.00
None
33K
EDWARDS LIFESCIENCES CORP
SOLEShares184.70K
TypeSH
Market value$14.36M
2.62%
Sole
9.13K
Shared
0.00
None
175.57K
OLD DOMINION FREIGHT LINE IN
SOLEShares88.55K
TypeSH
Market value$12.47M
2.28%
Sole
4.40K
Shared
0.00
None
84.14K
POOL CORP
SOLEShares32.32K
TypeSH
Market value$10.02M
1.83%
Sole
1.60K
Shared
0.00
None
30.72K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 189.28K | SH | $52.86M 9.65% | 9.38K | 0.00 | 179.90K |
META PLATFORMS INCSOLE | CL A | 70.59K | SH | $51.84M 9.46% | 3.53K | 0.00 | 67.06K |
ALPHABET INCSOLE | CAP STK CL A | 207.23K | SH | $50.38M 9.19% | 10.41K | 0.00 | 196.82K |
APPLE INCSOLE | COM | 166.89K | SH | $42.50M 7.76% | 8.41K | 0.00 | 158.48K |
MICROSOFT CORPSOLE | COM | 79.21K | SH | $41.03M 7.49% | 3.94K | 0.00 | 75.27K |
PAYPAL HLDGS INCSOLE | COM | 484.65K | SH | $32.50M 5.93% | 24.40K | 0.00 | 460.25K |
BOOKING HOLDINGS INCSOLE | COM | 5.90K | SH | $31.86M 5.81% | 299.00 | 0.00 | 5.60K |
VISA INCSOLE | COM CL A | 89.12K | SH | $30.42M 5.55% | 4.45K | 0.00 | 84.67K |
TRACTOR SUPPLY COSOLE | COM | 489.91K | SH | $27.86M 5.09% | 24.34K | 0.00 | 465.57K |
MOTOROLA SOLUTIONS INCSOLE | COM NEW | 57.56K | SH | $26.32M 4.80% | 2.86K | 0.00 | 54.70K |
UNITED RENTALS INCSOLE | COM | 26.93K | SH | $25.70M 4.69% | 1.35K | 0.00 | 25.58K |
COPART INCSOLE | COM | 497.02K | SH | $22.35M 4.08% | 24.90K | 0.00 | 472.12K |
OREILLY AUTOMOTIVE INCSOLE | COM | 191.67K | SH | $20.66M 3.77% | 9.38K | 0.00 | 182.28K |
CDW CORPSOLE | COM | 120.52K | SH | $19.20M 3.50% | 6.04K | 0.00 | 114.49K |
ZOETIS INCSOLE | CL A | 127.52K | SH | $18.66M 3.41% | 6.39K | 0.00 | 121.13K |
S&P GLOBAL INCSOLE | COM | 34.72K | SH | $16.90M 3.08% | 1.72K | 0.00 | 33K |
EDWARDS LIFESCIENCES CORPSOLE | COM | 184.70K | SH | $14.36M 2.62% | 9.13K | 0.00 | 175.57K |
OLD DOMINION FREIGHT LINE INSOLE | COM | 88.55K | SH | $12.47M 2.28% | 4.40K | 0.00 | 84.14K |
POOL CORPSOLE | COM | 32.32K | SH | $10.02M 1.83% | 1.60K | 0.00 | 30.72K |