Wedgewood Partners

Name: Wedgewood Partners 13F holdings, Q2 2026
Creator: Wedgewood Partners

13F Holdings · CIK 859804 · filed 2026-08-14

Compareto

Copied!

AI Summary

New Positions

0% of current holdings

Exited

18% of prior holdings

Increased

32% of prior holdings

Decreased

50% of prior holdings

Total holdings: 22 → 18

Show unchanged positions

/

1 split-adjusted22 positions

					Shares				Value ($)

Exited	Long	CDW CORP	12514G108	COM	144,870	—	−144,870	−100.0%	$17.5M	—	−$17.5M	−100.0%
Exited	Long	ISHARES TR	464287614	RUS 1000 GRW ETF	524	—	−524	−100.0%	$223.4K	—	−$223.4K	−100.0%
Exited	Long	TRACTOR SUPPLY CO	892356106	COM	456,094	—	−456,094	−100.0%	$20.7M	—	−$20.7M	−100.0%
Exited	Long	ZOETIS INC	98978V103	CL A	113,541	—	−113,541	−100.0%	$13.4M	—	−$13.4M	−100.0%
Increased	Long	AMAZON COM INC	023135106	COM	99,907	135,440	+35,533	+35.6%	$20.8M	$32.3M	+$11.5M	+55.1%
Increased	Long	CHUBB LIMITED	H1467J104	COM	53,886	68,039	+14,153	+26.3%	$17.6M	$23.2M	+$5.6M	+32.0%
Increased	Long	META PLATFORMS INC	30303M102	CL A	65,805	76,471	+10,666	+16.2%	$37.6M	$43.1M	+$5.4M	+14.4%
Increased	Long	MICROSOFT CORP	594918104	COM	73,919	89,518	+15,599	+21.1%	$27.4M	$33.4M	+$6.0M	+22.0%
Increased	Long	PROGRESSIVE CORP	743315103	COM	83,352	106,261	+22,909	+27.5%	$16.5M	$23.2M	+$6.7M	+40.5%
Increased	Long	TOLL BROTHERS INC	889478103	COM	88,275	90,562	+2,287	+2.6%	$12.0M	$14.9M	+$2.9M	+23.9%
Increased	Long	VISA INC	92826C839	COM CL A	83,010	89,188	+6,178	+7.4%	$25.1M	$30.6M	+$5.5M	+22.0%
Decreased	Long	ALPHABET INC	02079K305	CAP STK CL A	155,701	127,237	−28,464	−18.3%	$44.8M	$45.5M	+$697.3K	+1.6%
Decreased	Long	APPLE INC	037833100	COM	135,128	130,682	−4,446	−3.3%	$34.3M	$37.8M	+$3.5M	+10.3%
Decreased	Long	BOOKING HOLDINGS INC25-for-1 split	09857L108	COM	137,925	133,351	−4,574	−3.3%	$23.2M	$23.8M	+$538.6K	+2.3%
Decreased	Long	COPART INC	217204106	COM	462,749	447,748	−15,001	−3.2%	$15.4M	$12.6M	−$2.7M	−17.8%
Decreased	Long	EDWARDS LIFESCIENCES CORP	28176E108	COM	170,969	165,208	−5,761	−3.4%	$13.7M	$14.9M	+$1.3M	+9.2%
Decreased	Long	MOTOROLA SOLUTIONS INC	620076307	COM NEW	67,941	65,643	−2,298	−3.4%	$29.5M	$27.3M	−$2.2M	−7.5%
Decreased	Long	OLD DOMINION FREIGHT LINE IN	679580100	COM	113,941	110,288	−3,653	−3.2%	$22.3M	$23.9M	+$1.6M	+7.3%
Decreased	Long	OREILLY AUTOMOTIVE INC	67103H107	COM	178,397	172,645	−5,752	−3.2%	$16.5M	$15.9M	−$568.9K	−3.5%
Decreased	Long	S&P GLOBAL INC	78409V104	COM	32,371	31,339	−1,032	−3.2%	$13.8M	$12.8M	−$1.0M	−7.3%
Decreased	Long	TAIWAN SEMICONDUCTOR MANUFAC	874039100	SPONSORED ADS	129,353	105,499	−23,854	−18.4%	$43.7M	$50.4M	+$6.7M	+15.3%
Decreased	Long	UNITED RENTALS INC	911363109	COM	25,192	16,732	−8,460	−33.6%	$18.4M	$19.0M	+$601.5K	+3.3%