Latest WEDGEWOOD PARTNERS INC Stock Portfolio
WEDGEWOOD PARTNERS INC Performance:
2024 Q4: -17.48%YTD: -6.1%2023: 36.71%
Performance for 2024 Q4 is -17.48%, and YTD is -6.1%, and 2023 is 36.71%.
About WEDGEWOOD PARTNERS INC and 13F Hedge Fund Stock Holdings
WEDGEWOOD PARTNERS INC is a hedge fund based in ST LOUIS, MO. On 23-Aug-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $619.5 Millions. In it's latest 13F Holdings report, WEDGEWOOD PARTNERS INC reported an equity portfolio of $507.9 Millions as of 31 Dec, 2024.
The top stock holdings of WEDGEWOOD PARTNERS INC are TSM, GOOG, META. The fund has invested 9.2% of it's portfolio in TAIWAN SEMICONDUCTOR MFG LTD and 9.2% of portfolio in ALPHABET INC.
The fund managers got completely rid off TEXAS PACIFIC LAND CORPORATI (TPL) stocks. They significantly reduced their stock positions in POOL CORP (POOL), CDW CORP (CDW) and EDWARDS LIFESCIENCES CORP (EW). WEDGEWOOD PARTNERS INC opened new stock positions in ISHARES TR (IJR). The fund showed a lot of confidence in some stocks as they added substantially to TRACTOR SUPPLY CO (TSCO).
The top stock holdings of WEDGEWOOD PARTNERS INC are TSM, GOOG, META. The fund has invested 9.2% of it's portfolio in TAIWAN SEMICONDUCTOR MFG LTD and 9.2% of portfolio in ALPHABET INC.
The fund managers got completely rid off TEXAS PACIFIC LAND CORPORATI (TPL) stocks. They significantly reduced their stock positions in POOL CORP (POOL), CDW CORP (CDW) and EDWARDS LIFESCIENCES CORP (EW). WEDGEWOOD PARTNERS INC opened new stock positions in ISHARES TR (IJR). The fund showed a lot of confidence in some stocks as they added substantially to TRACTOR SUPPLY CO (TSCO).
WEDGEWOOD PARTNERS INC Annual Return Estimates Vs S&P 500
Our best estimate is that WEDGEWOOD PARTNERS INC made a return of -17.48% in the last quarter. In trailing 12 months, it's portfolio return was -6.1%.
New Buys
| Ticker | $ Bought |
|---|---|
| ishares tr | 1,555,720 |
New stocks bought by WEDGEWOOD PARTNERS INC
Additions
| Ticker | % Inc. |
|---|---|
| tractor supply co | 379 |
Additions to existing portfolio by WEDGEWOOD PARTNERS INC
Reductions
| Ticker | % Reduced |
|---|---|
| pool corp | -11.1 |
| cdw corp | -5.64 |
| edwards lifesciences corp | -5.52 |
| paypal hldgs inc | -5.16 |
| old dominion freight line in | -4.84 |
| apple inc | -4.61 |
| unitedhealth group inc | -4.57 |
| booking holdings inc | -4.45 |
WEDGEWOOD PARTNERS INC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| texas pacific land corporati | -18,024,400 |
WEDGEWOOD PARTNERS INC got rid off the above stocks
Sector Distribution
WEDGEWOOD PARTNERS INC has about 21.7% of it's holdings in Technology sector.
| Sector | % |
|---|---|
| Technology | 21.7 |
| Communication Services | 18.4 |
| Financial Services | 17.7 |
| Consumer Cyclical | 12.7 |
| Healthcare | 10.5 |
| Others | 9.5 |
| Industrials | 9.5 |
Market Cap. Distribution
WEDGEWOOD PARTNERS INC has about 90.5% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| LARGE-CAP | 45.6 |
| MEGA-CAP | 44.9 |
| UNALLOCATED | 9.5 |
Stocks belong to which Index?
About 90.5% of the stocks held by WEDGEWOOD PARTNERS INC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 90.5 |
| Others | 9.5 |
WEDGEWOOD PARTNERS INC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of WEDGEWOOD PARTNERS INC
WEDGEWOOD PARTNERS INC has 19 stocks in it's portfolio. About 73.2% of the portfolio is in top 10 stocks. TSCO proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for WEDGEWOOD PARTNERS INC last quarter.
Last Reported on: 14 Feb, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 8.08 | 163,857 | 41,033,200 | reduced | -4.61 | ||
| BKNG | booking holdings inc | 5.69 | 5,816 | 28,897,600 | reduced | -4.45 | ||
| CDW | cdw corp | 3.10 | 90,447 | 15,741,500 | reduced | -5.64 | ||
| CPRT | copart inc | 5.52 | 488,433 | 28,031,200 | reduced | -4.22 | ||
| EW | edwards lifesciences corp | 4.95 | 339,436 | 25,128,400 | reduced | -5.52 | ||
| GOOG | alphabet inc | 9.21 | 247,035 | 46,763,700 | reduced | -4.07 | ||
| IJR | ishares tr | 0.31 | 3,874 | 1,555,720 | new | |||
| META | meta platforms inc | 9.17 | 79,557 | 46,581,200 | reduced | -3.97 | ||
| MSFT | microsoft corp | 5.41 | 65,219 | 27,489,800 | reduced | -3.93 | ||
| MSI | motorola solutions inc | 5.14 | 56,490 | 26,111,600 | reduced | -4.43 | ||
| ODFL | old dominion freight line in | 1.99 | 57,406 | 10,126,400 | reduced | -4.84 | ||
| ORLY | oreilly automotive inc | 1.98 | 8,464 | 10,036,600 | reduced | -4.06 | ||
| POOL | pool corp | 2.00 | 29,810 | 10,163,300 | reduced | -11.1 | ||
| PYPL | paypal hldgs inc | 7.89 | 469,829 | 40,099,900 | reduced | -5.16 | ||
| SPGI | s&p global inc | 2.29 | 23,360 | 11,634,000 | reduced | -4.19 | ||
| TPL | texas pacific land corporati | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| TSCO | tractor supply co | 5.01 | 479,596 | 25,447,400 | added | 379 | ||
| TSM | taiwan semiconductor mfg ltd | 9.21 | 236,828 | 46,771,100 | reduced | -3.78 | ||
| UNH | unitedhealth group inc | 5.52 | 55,384 | 28,016,800 | reduced | -4.57 | ||
| V | visa inc | 7.54 | 121,199 | 38,303,600 | reduced | -4.29 | ||