SEC 13F Intelligence

Managers / Q4 2018 · view latest →

WEDGEWOOD PARTNERS INC

CIK 0000859804 · 9909 CLAYTON ROAD, STE 103, ST LOUIS, MO, 63124 · 3145676407

Reported Value
$1.5B
Q4 2018
Positions
53
Filings on Record
31
2019–present window
Filed
Feb 14, 2019
original filing

Summary

Wedgewood Partners Inc reported $1.5B in U.S.-listed holdings across 53 positions for Q4 2018.

Its largest position, BRK/B, represents 9.3% of the portfolio.

Portfolio Metrics

Top-10 Concentration
+64.4%
share of reported value
Largest Position
+9.3%
Berkshire Hathaway

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $1.5BQ4 ’18Q1 ’19: $1.4BQ2 ’19: $1.2BQ3 ’19: $1.1BQ4 ’19: $986MQ4 ’19Q1 ’20: $527MQ2 ’20: $590MQ3 ’20: $632MQ4 ’20: $672MQ4 ’20Q1 ’21: $650MQ2 ’21: $690MQ3 ’21: $709MQ4 ’21: $753MQ4 ’21Q1 ’22: $709MQ2 ’22: $579MQ3 ’22: $532MQ1 ’23: $589,666Q1 ’23Q2 ’23: $620,287Q4 ’23: $475MQ1 ’24: $500MQ2 ’24: $490MQ2 ’24Q3 ’24: $551MQ4 ’24: $508MQ1 ’25: $496MQ2 ’25: $515MQ2 ’25Q3 ’25: $548MQ4 ’25: $535MQ1 ’26: $484Mfilingsflow.com

Portfolio Composition

By security type
Common Stock: 99.9%ADR: 0.0%Other: 0.0%REIT: 0.0%
  • Common Stock · 99.9% · $1.5B
  • ADR · 0.0% · $471,000
  • Other · 0.0% · $453,000
  • REIT · 0.0% · $331,000

Quarter-over-Quarter Changes full breakdown →

IssuerMoveShare ΔShares nowValue ΔValue now
BRK/BBERKSHIRE HATHAWAY CL BNEW+740.6K740.6K+$151M$151M
AAPLAPPLENEW+799.7K799.7K+$126M$126M
EWEDWARDS LIFESCIENCESNEW+821.1K821.1K+$126M$126M
VVISANEW+883.3K883.3K+$117M$117M
METAFACEBOOKNEW+765.0K765.0K+$100M$100M
BKNGBOOKING HOLDINGSNEW+56.1K56.1K+$97M$97M
TSCOTRACTOR SUPPLY COMPNEW+1.13M1.13M+$94M$94M
GOOGLALPHABET INC. CL ANEW+78.3K78.3K+$82M$82M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q4 2018

31 positions
Export to Excel
#IssuerClass% PortfolioValue ↓Shares
1BRK/BBERKSHIRE HATHAWAY CL Bhistory →COM10.04%$151M740.6K
2AAPLAPPLEhistory →COM8.37%$126M799.7K
3EWEDWARDS LIFESCIENCEShistory →COM8.35%$126M821.1K
4VVISAhistory →COM7.73%$117M883.3K
5METAFACEBOOKhistory →COM6.66%$100M765.0K
6BKNGBOOKING HOLDINGShistory →COM6.41%$97M56.1K
7TSCOTRACTOR SUPPLY COMPhistory →COM6.24%$94M1.13M
8GOOGLALPHABET INC. CL ACOM5.79%$87M83.5K
9FASTFASTENAL COhistory →COM5.35%$81M1.54M
10QCOMQUALCOMMhistory →COM5.26%$79M1.39M
11PYPLPAYPAL HOLDINGShistory →COM4.68%$70M837.9K
12SCHWCHARLES SCHWABhistory →COM4.66%$70M1.69M
13ROSTROSS STOREShistory →COM3.71%$56M671.6K
14ULTAULTA BEAUTY INC.history →COM3.49%$53M214.8K
15CHRWC.H. ROBINSON WORLDWIDEhistory →COM3.46%$52M620.8K
16ODFLOLD DOMINION FREIGHThistory →COM3.36%$51M409.4K
17CTSHCOGNIZANT TECHNOLOGY SOLUTIONShistory →COM2.92%$44M693.5K
18CELGCELGENE CORPhistory →COM2.78%$42M654.6K
19USBUS BANCORP DEL COMNEWhistory →COM0.18%$3M60.1K
20SLBSCHLUMBERGERhistory →COM0.08%$1M34.5K
21BXUSDBLACKSTONE GROUP L P COM UNIThistory →COM0.07%$1M37.3K
22BACVERIZON COMMUNICATIONS INC COMhistory →COM0.07%$1M18.8K
23JNJJOHNSON &JOHNSON COM USD1.00history →COM0.05%$813,0006.3K
24TAT&T INC COMhistory →COM0.04%$677,00023.8K
25AEEAMEREN CORP COM USD0.01history →COM0.03%$482,0007.4K
26BPBP PLC SPONSORED ADRhistory →COM0.03%$471,00012.4K
27CORE LABSCOM0.03%$453,0007.6K
28PAYXPAYCHEX INC COM USD0.01history →COM0.03%$416,0006.4K
29BABOEING CO COM USD5.00history →COM0.03%$403,0001.3K
30EDCONSOLIDATED EDISON INCCOM USDhistory →COM0.03%$401,0005.3K
31ECLECOLAB INC COMhistory →COM0.02%$368,0002.5K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$484M22May 15, 202613F-HRchanges · EDGAR ↗
Q4 2025$535M21Feb 17, 202613F-HRchanges · EDGAR ↗
Q3 2025$548M19Nov 14, 202513F-HRchanges · EDGAR ↗
Q2 2025$515M19Aug 14, 202513F-HRchanges · EDGAR ↗
Q1 2025$496M20May 15, 202513F-HRchanges · EDGAR ↗
Q4 2024$508M19Feb 14, 202513F-HRchanges · EDGAR ↗
Q3 2024$551M19Nov 14, 202413F-HRchanges · EDGAR ↗
Q2 2024$490M19Aug 13, 202413F-HRchanges · EDGAR ↗
Q1 2024$500M19May 16, 202413F-HRchanges · EDGAR ↗
Q4 2023$475M20Feb 14, 202413F-HRchanges · EDGAR ↗
Q3 2023Under review21Nov 14, 202313F-HRchanges · EDGAR ↗
Q2 2023$620,28754Aug 14, 202313F-HRchanges · EDGAR ↗
Q1 2023$589,66657May 15, 202313F-HRchanges · EDGAR ↗
Q4 2022Under review61Feb 14, 202313F-HRchanges · EDGAR ↗
Q3 2022$532M60Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$579M60Aug 15, 202213F-HRchanges · EDGAR ↗
Q1 2022$709M62May 16, 202213F-HRchanges · EDGAR ↗
Q4 2021$753M60Feb 14, 202213F-HRchanges · EDGAR ↗
Q3 2021$709M61Nov 12, 202113F-HRchanges · EDGAR ↗
Q2 2021$690M60Aug 13, 202113F-HRchanges · EDGAR ↗
Q1 2021$650M58May 17, 202113F-HRchanges · EDGAR ↗
Q4 2020$672M58Feb 12, 202113F-HRchanges · EDGAR ↗
Q3 2020$632M54Nov 13, 202013F-HRchanges · EDGAR ↗
Q2 2020$590M57Aug 14, 202013F-HRchanges · EDGAR ↗
Q1 2020$527M62May 15, 202013F-HRchanges · EDGAR ↗
Q4 2019$986M80Feb 14, 2020RESTATEMENTchanges · EDGAR ↗
Q3 2019$1.1B77Nov 14, 201913F-HRchanges · EDGAR ↗
Q2 2019$1.2B75Aug 14, 201913F-HRchanges · EDGAR ↗
Q1 2019$1.4B54May 15, 201913F-HRchanges · EDGAR ↗
Q4 2018$1.5B53Feb 14, 201913F-HRchanges · EDGAR ↗

Other Included Managers

This filing reports holdings on behalf of 1 additional manager.

  • RiverPark Advisors, LLC028-15568

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.