13F tracker › Wedgewood Partners
Wedgewood Partners 13F holdings, Q2 2026
Wedgewood Partners (investment firm) reported 18 US-listed positions worth $484.4M in its
Form 13F for the quarter ended June 30, 2026, filed with the SEC on August 14, 2026.
Compared with Q1 2026, the filing shows 0 new positions, 8 increased, 10 reduced, and 4 exited.
Reported value$484.4M
Positions18
New / exited0 / 4
Quarter endedQ2 2026
Largest holdings
| Company | Value | Weight | Shares |
|---|
| Taiwan Semiconductor Manufac | $50.4M | 10.4% | 105,499 |
| Alphabet Inc | $45.5M | 9.4% | 127,237 |
| Meta Platforms Inc | $43.1M | 8.9% | 76,471 |
| Apple Inc | $37.8M | 7.8% | 130,682 |
| Microsoft Corp | $33.4M | 6.9% | 89,518 |
| Amazon Com Inc | $32.3M | 6.7% | 135,440 |
| Visa Inc | $30.6M | 6.3% | 89,188 |
| Motorola Solutions Inc | $27.3M | 5.6% | 65,643 |
| Old Dominion Freight Line In | $23.9M | 4.9% | 110,288 |
| Booking Holdings Inc | $23.8M | 4.9% | 133,351 |
| Progressive Corp | $23.2M | 4.8% | 106,261 |
| Chubb Limited | $23.2M | 4.8% | 68,039 |
| United Rentals Inc | $19.0M | 3.9% | 16,732 |
| Oreilly Automotive Inc | $15.9M | 3.3% | 172,645 |
| Edwards Lifesciences Corp | $14.9M | 3.1% | 165,208 |
| Toll Brothers Inc | $14.9M | 3.1% | 90,562 |
| S&P Global Inc | $12.8M | 2.6% | 31,339 |
| Copart Inc | $12.6M | 2.6% | 447,748 |
Positions increased
| Company | Value | Share change | Shares |
| Meta Platforms Inc | $43.1M | +16% | 76,471 |
| Microsoft Corp | $33.4M | +21% | 89,518 |
| Amazon Com Inc | $32.3M | +36% | 135,440 |
| Visa Inc | $30.6M | +7% | 89,188 |
| Booking Holdings Inc | $23.8M | +2317% | 133,351 |
| Progressive Corp | $23.2M | +27% | 106,261 |
| Chubb Limited | $23.2M | +26% | 68,039 |
| Toll Brothers Inc | $14.9M | +3% | 90,562 |
Positions reduced
| Company | Value | Share change | Shares |
| Taiwan Semiconductor Manufac | $50.4M | -18% | 105,499 |
| Alphabet Inc | $45.5M | -18% | 127,237 |
| Apple Inc | $37.8M | -3% | 130,682 |
| Motorola Solutions Inc | $27.3M | -3% | 65,643 |
| Old Dominion Freight Line In | $23.9M | -3% | 110,288 |
| United Rentals Inc | $19.0M | -34% | 16,732 |
| Oreilly Automotive Inc | $15.9M | -3% | 172,645 |
| Edwards Lifesciences Corp | $14.9M | -3% | 165,208 |
| S&P Global Inc | $12.8M | -3% | 31,339 |
| Copart Inc | $12.6M | -3% | 447,748 |
Positions exited (held in Q1 2026)
| Company | Value in Q1 2026 | Shares |
| Tractor Supply Co | $20.7M | 456,094 |
| Cdw Corp | $17.5M | 144,870 |
| Zoetis Inc | $13.4M | 113,541 |
| Ishares TR | $223,434 | 524 |
How to read this. A Form 13F lists long positions in US-listed securities at
quarter-end. It is filed up to 45 days later and does not show short positions, most derivatives, non-US holdings, cash, or
trades made after the quarter ended, so it is a historical snapshot—not a current portfolio. Values are as reported in the
filing. This page is not investment advice and does not suggest buying or selling any security.
Source: SEC EDGAR filing (Q2 2026), previous filing (Q1 2026). Updated 2026-11-11.
