WEDGEWOOD PARTNERS INC
Long Only Manager
WEDGEWOOD PARTNERS INC is a Long Only Manager based in St Louis, MO led by William Mccormick Thomas, managing $547.9M across 19 long positions as of Q3 2025 with 33% Technology concentration and 71% concentrated in top 10 holdings.
CEOWilliam Mccormick Thomas
- Portfolio Value
- $547.9M
- Positions
- 19
- Top Holding
- TSM at 9.65%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in WEDGEWOOD PARTNERS INC's portfolio (70.7% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Semiconductors Technology | $52.9M | 9.65% | -$2.3M Sold | — 189.3K shares | |
Internet Content & Information Communication Services | $51.8M | 9.46% | +$1.7M Bought | 0.00% 70.6K shares | |
Internet Content & Information Communication Services | $50.4M | 9.19% | +$1.4M Bought | 0.00% 207.2K shares | |
Consumer Electronics Technology | $42.5M | 7.76% | +$1.3M Bought | 0.00% 166.9K shares | |
Software - Infrastructure Technology | $41.0M | 7.49% | +$1.3M Bought | 0.00% 79.2K shares | |
Financial - Credit Services Financial Services | $32.5M | 5.93% | +$1.3M Bought | 0.05% 484.7K shares | |
Travel Services Consumer Cyclical | $31.9M | 5.81% | +$1.3M Bought | 0.02% 5.9K shares | |
Financial - Credit Services Financial Services | $30.4M | 5.55% | +$1.2M Bought | 0.00% 89.1K shares | |
Specialty Retail Consumer Cyclical | $27.9M | 5.09% | +$975.0K Bought | 0.09% 489.9K shares | |
Communication Equipment Technology | $26.3M | 4.80% | +$899.0K Bought | 0.03% 57.6K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in WEDGEWOOD PARTNERS INC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
+4.33% | |
+4.11% | |
+4.04% | |
+3.79% | |
+3.78% |
Decreased Positions
| Position | Shares Δ |
|---|---|
-4.16% |
Analytics
Portfolio insights and performance metrics for WEDGEWOOD PARTNERS INC
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