Wedgewood Partners 13F, Q2 2025
David Rolfe · quarter ending 30 June 2025 · filed 14 August 2025 · SEC CIK 859804
Common stock only: shares the fund reported owning at the quarter end, valued as filed.
Largest positions, Q2 2025
Weights are against the whole filed book. Changes are in shares held, against the Q1 2025 filing.
| Company | Ticker | Value | % of book | vs Q1 2025 |
|---|---|---|---|---|
| META PLATFORMS INC | META | $53.05M | 10.3% | unchanged |
| TAIWAN SEMICONDUCTOR MFG LTD | TSM | $47.20M | 9.2% | -17% shares |
| MICROSOFT CORP | MSFT | $41.03M | 8.0% | unchanged |
| ALPHABET INC | GOOGL | $39.26M | 7.6% | -19% shares |
| APPLE INC | AAPL | $32.91M | 6.4% | unchanged |
| PAYPAL HLDGS INC | PYPL | $31.68M | 6.2% | unchanged |
| BOOKING HOLDINGS INC | BKNG | $30.97M | 6.0% | -3% shares |
| VISA INC | V | $29.29M | 5.7% | -5% shares |
| TRACTOR SUPPLY CO | TSCO | $28.13M | 5.5% | unchanged |
| MOTOROLA SOLUTIONS INC | MSI | $24.46M | 4.8% | unchanged |
| UNITED RENTALS INC | URI | $22.64M | 4.4% | +5% shares |
| COPART INC | CPRT | $21.97M | 4.3% | unchanged |
| CDW CORP | CDW | $19.99M | 3.9% | unchanged |
| S&P GLOBAL INC | SPGI | $18.85M | 3.7% | unchanged |
| OREILLY AUTOMOTIVE INC | ORLY | $18.77M | 3.6% | +1371% shares |
| ZOETIS INC | ZTS | $18.72M | 3.6% | new |
| EDWARDS LIFESCIENCES CORP | EW | $14.26M | 2.8% | -7% shares |
| OLD DOMINION FREIGHT LINE IN | ODFL | $12.32M | 2.4% | +4% shares |
| POOL CORP | POOL | $9.68M | 1.9% | +3% shares |
What changed since Q1 2025
Against the Q1 2025 filing, Wedgewood Partners opened 1 new position, added to 4, trimmed 5, left 9 unchanged and exited 2. Every position is compared, matched on its CUSIP; a change of 2% or less in shares counts as unchanged.
Other quarters
Source: SEC Form 13F-HR, accession 0000859804-25-000006, filed by WEDGEWOOD PARTNERS INC. Values are as filed and cover US-listed positions only; a 13F does not show short positions or holdings outside the US. A 13F may be filed up to 45 days after the quarter ends, so the fund may have traded since. Educational information, not financial advice.