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Disclosery

WEDGEWOOD PARTNERS INC

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13F filer, CIK 859804, ST LOUIS, MO

WEDGEWOOD PARTNERS INC reported $496,460,184 across 20 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-15. Its ten largest share positions make up 71.48% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000859804-25-000004

Changes against Q4 2024 are not shown: its report omitted holdings under a confidential treatment request (19 positions on file), so every position would read as new.

The filing omits holdings under a confidential treatment request (H8). A later amendment may add them.

Period
2025-03-31
Reported value
$496M
Holdings
20
Top 10 weight
71.48%
New
Sold out

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0000859804-25-000004, largest first. % of portfolio is the value over $496,460,184, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 246,132 shares; 2024Q4: 236,828 shares; 2025Q1: 236,813 shares 236,813$46.1M9.29%The filing omitted confidential holdings, a later amendment may add them.Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,848 shares; 2024Q4: 79,557 shares; 2025Q1: 69,553 shares 69,553$45.9M9.24%The filing omitted confidential holdings, a later amendment may add them.Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 257,523 shares; 2024Q4: 247,035 shares; 2025Q1: 247,928 shares 247,928$41M8.26%The filing omitted confidential holdings, a later amendment may add them.Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171,782 shares; 2024Q4: 163,857 shares; 2025Q1: 165,093 shares 165,093$35.1M7.06%The filing omitted confidential holdings, a later amendment may add them.Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,884 shares; 2024Q4: 65,219 shares; 2025Q1: 77,161 shares 77,161$34.9M7.04%The filing omitted confidential holdings, a later amendment may add them.Timeline
PYPLPAYPAL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 495,384 shares; 2024Q4: 469,829 shares; 2025Q1: 473,775 shares 473,775$34.4M6.94%The filing omitted confidential holdings, a later amendment may add them.Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,638 shares; 2024Q4: 121,199 shares; 2025Q1: 89,688 shares 89,688$32M6.44%The filing omitted confidential holdings, a later amendment may add them.Timeline
CPRTCOPART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 509,939 shares; 2024Q4: 488,433 shares; 2025Q1: 488,407 shares 488,407$30.5M6.14%The filing omitted confidential holdings, a later amendment may add them.Timeline
BKNGBOOKING HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,087 shares; 2024Q4: 5,816 shares; 2025Q1: 5,811 shares 5,811$30.3M6.11%The filing omitted confidential holdings, a later amendment may add them.Timeline
TSCOTRACTOR SUPPLY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,957 shares; 2024Q4: 479,596 shares; 2025Q1: 480,065 shares 480,065$24.7M4.97%The filing omitted confidential holdings, a later amendment may add them.Timeline
MSIMOTOROLA SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,109 shares; 2024Q4: 56,490 shares; 2025Q1: 56,589 shares 56,589$23.5M4.73%The filing omitted confidential holdings, a later amendment may add them.Timeline
CDWCDW CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,851 shares; 2024Q4: 90,447 shares; 2025Q1: 115,264 shares 115,264$21.8M4.4%The filing omitted confidential holdings, a later amendment may add them.Timeline
URIUNITED RENTALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,829 shares 24,829$17.7M3.57%The filing omitted confidential holdings, a later amendment may add them.Timeline
SPGIS&P GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,382 shares; 2024Q4: 23,360 shares; 2025Q1: 34,091 shares 34,091$17.5M3.52%The filing omitted confidential holdings, a later amendment may add them.Timeline
ORLYOREILLY AUTOMOTIVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,822 shares; 2024Q4: 8,464 shares; 2025Q1: 12,593 shares 12,593$16.7M3.36%The filing omitted confidential holdings, a later amendment may add them.Timeline
EWEDWARDS LIFESCIENCES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 359,257 shares; 2024Q4: 339,436 shares; 2025Q1: 191,818 shares 191,818$14.7M2.97%The filing omitted confidential holdings, a later amendment may add them.Timeline
ODFLOLD DOMINION FREIGHT LINE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,328 shares; 2024Q4: 57,406 shares; 2025Q1: 82,371 shares 82,371$14.1M2.85%The filing omitted confidential holdings, a later amendment may add them.Timeline
POOLPOOL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,532 shares; 2024Q4: 29,810 shares; 2025Q1: 30,276 shares 30,276$9.36M1.88%The filing omitted confidential holdings, a later amendment may add them.Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,035 shares; 2024Q4: 55,384 shares; 2025Q1: 10,302 shares 10,302$3.17M0.64%The filing omitted confidential holdings, a later amendment may add them.Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,874 shares; 2025Q1: 7,588 shares 7,588$3.03M0.61%The filing omitted confidential holdings, a later amendment may add them.Timeline

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0000859804-25-000004 base2025-05-15acceptance time not in the bulk data set