David Rolfe - Wedgewood Partners 13F Activity & Position Changes (Q2 2014)

According to the SEC 13F filed on Aug 14, 2026, the Wedgewood Partners portfolio showed several notable changes in holdings as of quarter-end Jun 30, 2014. 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 Q2 2014, the filing reported:

New Buys - None reported

Increases - Apple Inc., Cognizant Technology Solutions , LKQ Corporation, QUALCOMM Incorporated, Schlumberger N.V., and 1 more

Reductions - Berkshire Hathaway Inc. New, Cummins Inc.

Complete Exits - Gilead Sciences, Inc.

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
Q2 2014	AAPL Apple Inc.	Apple Inc.	Buy	+5,069,381	+529.5%	$560.06K	6,026,684
Q2 2014	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Sell	-299,661	-6.9%	$512.34K	4,048,166
Q2 2014	CMI Cummins Inc.	Cummins Inc.	Sell	-575,139	-32.4%	$185.48K	1,202,145
Q2 2014	CTSH Cognizant Technology Solutions	Cognizant Technology Solutions	Buy	+427,858	+6.4%	$346.97K	7,094,047
Q2 2014	GILD Gilead Sciences, Inc.	Gilead Sciences, Inc.	Sell - Position Exit	-1,907,287	-100.0%	$0.00	-
Q2 2014	LKQ LKQ Corporation	LKQ Corporation	Buy	+317,890	+6.2%	$144.35K	5,408,348
Q2 2014	QCOM QUALCOMM Incorporated	QUALCOMM Incorporated	Buy	+220,710	+4.7%	$387.90K	4,897,789
Q2 2014	SLB Schlumberger N.V.	Schlumberger N.V.	Buy	+67,981	+3.2%	$254.76K	2,159,911
Q2 2014	SRCL Stericycle, Inc.	Stericycle, Inc.	Buy	+175,803	+7.9%	$283.40K	2,393,147