David Rolfe - Wedgewood Partners 13F Activity & Position Changes (Q4 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 Dec 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 Q4 2015, the filing reported:

New Buys - None reported

Increases - The Kraft Heinz Company, Stericycle, Inc.

Reductions - Apple Inc., Berkshire Hathaway Inc. New, Cummins Inc., Cognizant Technology Solutions , LKQ Corporation, and 2 more

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
Q4 2015	AAPL Apple Inc.	Apple Inc.	Sell	-222,617	-4.4%	$509.00K	4,835,680
Q4 2015	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Sell	-476,286	-10.2%	$553.62K	4,192,862
Q4 2015	CMI Cummins Inc.	Cummins Inc.	Sell	-1,639,068	-99.0%	$1.51K	17,175
Q4 2015	CTSH Cognizant Technology Solutions	Cognizant Technology Solutions	Sell	-855,812	-12.4%	$361.62K	6,024,952
Q4 2015	KHC The Kraft Heinz Company	The Kraft Heinz Company	Buy	+808,905	+32.7%	$238.67K	3,280,187
Q4 2015	LKQ LKQ Corporation	LKQ Corporation	Sell	-441,476	-4.7%	$265.55K	8,962,062
Q4 2015	QCOM QUALCOMM Incorporated	QUALCOMM Incorporated	Sell	-1,102,840	-11.6%	$422.10K	8,444,517
Q4 2015	SLB Schlumberger N.V.	Schlumberger N.V.	Sell	-510,387	-9.7%	$331.83K	4,757,412
Q4 2015	SRCL Stericycle, Inc.	Stericycle, Inc.	Buy	+689,925	+46.9%	$260.65K	2,161,249