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Disclosery

WEDGEWOOD PARTNERS INC

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13F filer, CIK 859804, ST LOUIS, MO

WEDGEWOOD PARTNERS INC reported $547,897,792 across 19 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-14. Its ten largest share positions make up 70.74% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000859804-25-000009

Changes against Q2 2025 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
2025-09-30
Reported value
$548M
Holdings
19
Top 10 weight
70.74%
New
Sold out

Holdings, Q3 2025

Share positions as resolved from 13F-HR 0000859804-25-000009, largest first. % of portfolio is the value over $547,897,792, 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 246,132 shares; 2024Q4: 236,828 shares; 2025Q1: 236,813 shares; 2025Q2: 197,500 shares; 2025Q3: 189,282 shares 189,282$52.9M9.65%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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,848 shares; 2024Q4: 79,557 shares; 2025Q1: 69,553 shares; 2025Q2: 68,330 shares; 2025Q3: 70,594 shares 70,594$51.8M9.46%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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 257,523 shares; 2024Q4: 247,035 shares; 2025Q1: 247,928 shares; 2025Q2: 201,303 shares; 2025Q3: 207,232 shares 207,232$50.4M9.19%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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171,782 shares; 2024Q4: 163,857 shares; 2025Q1: 165,093 shares; 2025Q2: 161,857 shares; 2025Q3: 166,890 shares 166,890$42.5M7.76%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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,884 shares; 2024Q4: 65,219 shares; 2025Q1: 77,161 shares; 2025Q2: 76,605 shares; 2025Q3: 79,208 shares 79,208$41M7.49%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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 495,384 shares; 2024Q4: 469,829 shares; 2025Q1: 473,775 shares; 2025Q2: 465,841 shares; 2025Q3: 484,651 shares 484,651$32.5M5.93%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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,087 shares; 2024Q4: 5,816 shares; 2025Q1: 5,811 shares; 2025Q2: 5,655 shares; 2025Q3: 5,900 shares 5,900$31.9M5.81%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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,638 shares; 2024Q4: 121,199 shares; 2025Q1: 89,688 shares; 2025Q2: 85,603 shares; 2025Q3: 89,120 shares 89,120$30.4M5.55%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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,957 shares; 2024Q4: 479,596 shares; 2025Q1: 480,065 shares; 2025Q2: 472,766 shares; 2025Q3: 489,910 shares 489,910$27.9M5.09%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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,109 shares; 2024Q4: 56,490 shares; 2025Q1: 56,589 shares; 2025Q2: 55,591 shares; 2025Q3: 57,557 shares 57,557$26.3M4.8%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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,829 shares; 2025Q2: 26,063 shares; 2025Q3: 26,925 shares 26,925$25.7M4.69%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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 509,939 shares; 2024Q4: 488,433 shares; 2025Q1: 488,407 shares; 2025Q2: 480,291 shares; 2025Q3: 497,020 shares 497,020$22.4M4.08%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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,822 shares; 2024Q4: 8,464 shares; 2025Q1: 12,593 shares; 2025Q2: 185,210 shares; 2025Q3: 191,668 shares 191,668$20.7M3.77%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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,851 shares; 2024Q4: 90,447 shares; 2025Q1: 115,264 shares; 2025Q2: 116,123 shares; 2025Q3: 120,524 shares 120,524$19.2M3.5%The filing omitted confidential holdings, a later amendment may add them.Timeline
ZTSZOETIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 123,343 shares; 2025Q3: 127,522 shares 127,522$18.7M3.41%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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,382 shares; 2024Q4: 23,360 shares; 2025Q1: 34,091 shares; 2025Q2: 33,482 shares; 2025Q3: 34,724 shares 34,724$16.9M3.08%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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 359,257 shares; 2024Q4: 339,436 shares; 2025Q1: 191,818 shares; 2025Q2: 178,034 shares; 2025Q3: 184,701 shares 184,701$14.4M2.62%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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,328 shares; 2024Q4: 57,406 shares; 2025Q1: 82,371 shares; 2025Q2: 85,320 shares; 2025Q3: 88,547 shares 88,547$12.5M2.28%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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,532 shares; 2024Q4: 29,810 shares; 2025Q1: 30,276 shares; 2025Q2: 31,244 shares; 2025Q3: 32,322 shares 32,322$10M1.83%The filing omitted confidential holdings, a later amendment may add them.Timeline

How Q3 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 0000859804-25-000009 base2025-11-14acceptance time not in the bulk data set