WEDGEWOOD PARTNERS INC

PrivateCIK: 859804
Location

ST LOUIS, MO

22
Positions
$484.29M
Total AUM (reported)
2.74M
Total Shares

Allocation by class

TOTAL AUM$484.29M22 positions
COM$289.93M59.9%
CL A$51.07M10.5%
CAP STK CL A$44.77M9.2%
SPONSORED ADS$43.71M9.0%
COM NEW$29.48M6.1%
COM CL A$25.09M5.2%
RUS 1000 GRW ETF$223.4K0.0%

Portfolio Concentration

Top 326.0%4–1037.7%11–2536.3%TOP 1063.7%0%100%
Top 3$126.14M26.0%
4–10$182.53M37.7%
11–25$175.62M36.3%

Top 3 weight

26.0%

Top 10 weight

63.7%

Voting Authority Distribution

Total shares with voting rights: 2.74M

Sole

Full voting authority

126.77K

shares

% of voting shares4.6%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

2.61M

shares

% of voting shares95.4%

Investment Discretion (by position count)

Sole22
Shared0
Other0
Dominant voting typeNone · 95.4% of voting shares
Institutional Holdings22
Rows:

ALPHABET INC

SOLE
CAP STK CL A
Shares155.70K
TypeSH
Market value$44.77M
9.25%
Sole
7.13K
Shared
0.00
None
148.58K

TAIWAN SEMICONDUCTOR MANUFAC

SOLE
SPONSORED ADS
Shares129.35K
TypeSH
Market value$43.71M
9.03%
Sole
6.03K
Shared
0.00
None
123.32K

META PLATFORMS INC

SOLE
CL A
Shares65.81K
TypeSH
Market value$37.65M
7.77%
Sole
3.04K
Shared
0.00
None
62.76K

APPLE INC

SOLE
COM
Shares135.13K
TypeSH
Market value$34.29M
7.08%
Sole
6.24K
Shared
0.00
None
128.89K

MOTOROLA SOLUTIONS INC

SOLE
COM NEW
Shares67.94K
TypeSH
Market value$29.48M
6.09%
Sole
3.13K
Shared
0.00
None
64.82K

MICROSOFT CORP

SOLE
COM
Shares73.92K
TypeSH
Market value$27.36M
5.65%
Sole
3.40K
Shared
0.00
None
70.52K

VISA INC

SOLE
COM CL A
Shares83.01K
TypeSH
Market value$25.09M
5.18%
Sole
3.84K
Shared
0.00
None
79.17K

BOOKING HOLDINGS INC

SOLE
COM
Shares5.52K
TypeSH
Market value$23.23M
4.80%
Sole
254.00
Shared
0.00
None
5.26K

OLD DOMINION FREIGHT LINE IN

SOLE
COM
Shares113.94K
TypeSH
Market value$22.26M
4.60%
Sole
5.32K
Shared
0.00
None
108.62K

AMAZON COM INC

SOLE
COM
Shares99.91K
TypeSH
Market value$20.81M
4.30%
Sole
4.63K
Shared
0.00
None
95.27K

TRACTOR SUPPLY CO

SOLE
COM
Shares456.09K
TypeSH
Market value$20.66M
4.27%
Sole
20.96K
Shared
0.00
None
435.14K

UNITED RENTALS INC

SOLE
COM
Shares25.19K
TypeSH
Market value$18.35M
3.79%
Sole
1.16K
Shared
0.00
None
24.03K

CHUBB LTD SWITZ

SOLE
COM
Shares53.89K
TypeSH
Market value$17.56M
3.63%
Sole
2.51K
Shared
0.00
None
51.38K

CDW CORP

SOLE
COM
Shares144.87K
TypeSH
Market value$17.53M
3.62%
Sole
6.75K
Shared
0.00
None
138.12K

PROGRESSIVE CORP

SOLE
COM
Shares83.35K
TypeSH
Market value$16.52M
3.41%
Sole
3.88K
Shared
0.00
None
79.47K

OREILLY AUTOMOTIVE INC

SOLE
COM
Shares178.40K
TypeSH
Market value$16.47M
3.40%
Sole
8K
Shared
0.00
None
170.40K

COPART INC

SOLE
COM
Shares462.75K
TypeSH
Market value$15.36M
3.17%
Sole
21.41K
Shared
0.00
None
441.34K

S&P GLOBAL INC

SOLE
COM
Shares32.37K
TypeSH
Market value$13.77M
2.84%
Sole
1.49K
Shared
0.00
None
30.88K

EDWARDS LIFESCIENCES CORP

SOLE
COM
Shares170.97K
TypeSH
Market value$13.69M
2.83%
Sole
7.89K
Shared
0.00
None
163.07K

ZOETIS INC

SOLE
CL A
Shares113.54K
TypeSH
Market value$13.42M
2.77%
Sole
5.39K
Shared
0.00
None
108.15K

TOLL BROTHERS INC

SOLE
COM
Shares88.28K
TypeSH
Market value$12.05M
2.49%
Sole
4.32K
Shared
0.00
None
83.95K

ISHARES TR

SOLE
RUS 1000 GRW ETF
Shares524.00
TypeSH
Market value$223.4K
0.05%
Sole
0.00
Shared
0.00
None
524.00