David Rolfe - Wedgewood Partners 13F Activity & Position Changes (Q4 2015)

As of Dec 31, 2015, the Wedgewood Partners portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 15, 2026. 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