Fund · CIK 859804
Wedgewood Partners Inc
Jun 30, 2026Filed Aug 14, 2026 · SEC filing ↗
Reported value$484M +0%
Positions18
Opened · sold out0 · 4
Holdings
Share positions at Jun 30, 2026| Stock | % of fund | Value | Shares | Since Q1 2026 |
|---|---|---|---|---|
| TSMTaiwan Semiconductor-Sp ADRADR | 10.4% | $50.4M | 105,499 | Cut −18% |
| GOOGLAlphabet Inc-Cl ACAP STK CL A | 9.4% | $45.5M | 127,237 | Cut −18% |
| METAMeta Platforms Inc-Class ACL A | 8.9% | $43.1M | 76,471 | Added +16% |
| AAPLApple IncCOM | 7.8% | $37.8M | 130,682 | Cut −3% |
| MSFTMicrosoft CorpCOM | 6.9% | $33.4M | 89,518 | Added +21% |
| AMZNAmazon.Com IncCOM | 6.7% | $32.3M | 135,440 | Added +36% |
| VVisa Inc-Class A SharesCOM CL A | 6.3% | $30.6M | 89,188 | Added +7% |
| MSIMotorola Solutions IncStock | 5.6% | $27.3M | 65,643 | Cut −3% |
| ODFLOld Dominion Freight LineStock | 4.9% | $23.9M | 110,288 | Cut −3% |
| BKNGBooking Holdings IncStock | 4.9% | $23.8M | 133,351 | Cut −3% |
| PGRProgressive CorpStock | 4.8% | $23.2M | 106,261 | Added +27% |
| CBChubb LtdStock | 4.8% | $23.2M | 68,039 | Added +26% |
| URIUnited Rentals IncStock | 3.9% | $19.0M | 16,732 | Cut −34% |
| ORLYO'Reilly Automotive IncStock | 3.3% | $15.9M | 172,645 | Cut −3% |
| EWEdwards Lifesciences CorpStock | 3.1% | $14.9M | 165,208 | Cut −3% |
| TOLToll Brothers IncStock | 3.1% | $14.9M | 90,562 | Added +3% |
| SPGIS&P Global IncStock | 2.6% | $12.8M | 31,339 | Cut −3% |
| CPRTCopart IncStock | 2.6% | $12.6M | 447,748 | Cut −3% |
Sold out
Held at Mar 31, 2026, gone at Jun 30, 2026| Stock | % of fund in Q1 2026 | Value in Q1 2026 |
|---|---|---|
| TSCOTractor Supply CompanyStock | 4.3% | $20.7M |
| CDWCdw Corp/DeStock | 3.6% | $17.5M |
| ZTSZoetis IncStock | 2.8% | $13.4M |
| IWFIshares Russell 1000 GrowthETF | 0.0% | $223K |
This filing says some holdings were left out under confidential treatment.