David Rolfe - Wedgewood Partners 13F Activity & Position Changes (Q1 2015)

According to the SEC 13F filed on Aug 14, 2026, the Wedgewood Partners portfolio showed several notable changes in holdings as of quarter-end Mar 31, 2015. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.

During Q1 2015, the filing reported:

New Buys - None reported

Increases - Apple Inc., Berkshire Hathaway Inc. New, Cummins Inc., LKQ Corporation, QUALCOMM Incorporated, and 1 more

Reductions - Cognizant Technology Solutions , Stericycle, Inc.

Complete Exits - None reported

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q1 2015	AAPL Apple Inc.	Apple Inc.	Buy	+34,981	+0.8%	$541.15K	4,349,043
Q1 2015	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Buy	+89,529	+2.2%	$589.83K	4,086,954
Q1 2015	CMI Cummins Inc.	Cummins Inc.	Buy	+74,417	+4.8%	$227.12K	1,638,237
Q1 2015	CTSH Cognizant Technology Solutions	Cognizant Technology Solutions	Sell	-2,192,227	-22.1%	$481.00K	7,709,509
Q1 2015	LKQ LKQ Corporation	LKQ Corporation	Buy	+594,781	+6.3%	$256.04K	10,017,255
Q1 2015	QCOM QUALCOMM Incorporated	QUALCOMM Incorporated	Buy	+1,267,646	+15.4%	$660.22K	9,521,542
Q1 2015	SLB Schlumberger N.V.	Schlumberger N.V.	Buy	+124,081	+3.0%	$355.67K	4,262,624
Q1 2015	SRCL Stericycle, Inc.	Stericycle, Inc.	Sell	-1,343,696	-47.4%	$209.47K	1,491,671