# Wedgewood Partners: 13F portfolio, Q2 2026

Investment firm, St Louis.

Source: SEC Form 13F filed 2026-08-14 for the quarter ended 2026-06-30: https://www.sec.gov/Archives/edgar/data/859804/000085980426000006/0000859804-26-000006-index.htm
Values are as the manager reported them in the filing, not current market prices.
Page: https://valuepeg.com/managers/wedgewood-partners
Updated: 2026-08-14 · Next filing due by 2026-11-14

## Summary
- Reported value: $484.4M (Q1 2026: $484.3M)
- Positions: 18 (Q1 2026: 22)
- Top 10 holdings: 71.8% of the portfolio
- This quarter: 0 new, 7 added to, 10 trimmed, 4 sold out

## What Wedgewood Partners did in Q2 2026
Wedgewood Partners sold out of 4 positions, among them Tractor Supply, Cdw and Zoetis. Taiwan Semiconductor Manufacturing is now the largest holding, at 10.4% of the portfolio.

## Biggest buys
- Amazon (AMZN): +36%
- Progressive (PGR): +27%
- Chubb (CB): +26%
- Microsoft (MSFT): +21%
- Meta Platforms (META): +16%

## Biggest sells
- Tractor Supply (TSCO): Sold out
- Cdw (CDW): Sold out
- Zoetis (ZTS): Sold out
- Ishares Tr (IWF): Sold out
- United Rentals (URI): −34%

## Top 15 holdings
| # | Company | Ticker | % of portfolio | Reported value | Change vs Q1 2026 | Held since |
|---|---|---|---|---|---|---|
| 1 | Taiwan Semiconductor Manufacturing | TSM | 10.4% | $50.4M | −18% | Q3 2024 or earlier |
| 2 | Alphabet | GOOGL | 9.4% | $45.5M | −18% | Q3 2024 or earlier |
| 3 | Meta Platforms | META | 8.9% | $43.1M | +16% | Q3 2024 or earlier |
| 4 | Apple | AAPL | 7.8% | $37.8M | −3% | Q3 2024 or earlier |
| 5 | Microsoft | MSFT | 6.9% | $33.4M | +21% | Q3 2024 or earlier |
| 6 | Amazon | AMZN | 6.7% | $32.3M | +36% | Q4 2025 |
| 7 | Visa | V | 6.3% | $30.6M | +7% | Q3 2024 or earlier |
| 8 | Motorola Solutions | MSI | 5.6% | $27.3M | −3% | Q3 2024 or earlier |
| 9 | Old Dominion Freight Line | ODFL | 4.9% | $23.9M | −3% | Q3 2024 or earlier |
| 10 | Booking Holdings | BKNG | 4.9% | $23.8M | Split | Q3 2024 or earlier |
| 11 | Progressive | PGR | 4.8% | $23.2M | +27% | Q1 2026 |
| 12 | Chubb | CB | 4.8% | $23.2M | +26% | Q4 2025 |
| 13 | United Rentals | URI | 3.9% | $19.0M | −34% | Q1 2025 |
| 14 | O Reilly Automotive | ORLY | 3.3% | $15.9M | −3% | Q3 2024 or earlier |
| 15 | Edwards Lifesciences | EW | 3.1% | $14.9M | −3% | Q3 2024 or earlier |

3 more positions and every quarter's holdings are on Valuepeg for members: https://valuepeg.com/managers/wedgewood-partners

## Other value investors
- Weitz Investment Management: https://valuepeg.com/managers/weitz-investment-management
- Yacktman Asset Management: https://valuepeg.com/managers/yacktman-asset-management
- Abrams Capital: https://valuepeg.com/managers/abrams-capital
- AKO Capital: https://valuepeg.com/managers/ako-capital
- Akre Capital Management: https://valuepeg.com/managers/akre-capital

## About this data
- **What is a 13F?** A quarterly report to the SEC in which an investment manager with over $100 million in US-listed stocks lists what it holds.
- **How current is it?** Managers file up to 45 days after each quarter ends, so the holdings may have changed since.
- **Whose figures are these?** The values are as the manager reported them in the filing, not today's prices. The SEC lets a manager keep some positions confidential for a time, and those are not in the filing.
- **What does it leave out?** Short positions, cash, bonds and most holdings outside US markets. Options are left out here too.

Not investment advice.