- Portfolio
- Activity
David Rolfe Holdings Activity
Wedgewood Partners Portfolio 13F
Wedgewood Partners has disclosed a total of 20 changes to the portfolio in the latest (2025 Q1) SEC report(s): increased the number of shares of 12, bought 1 totally new and decreased the number of shares of 7 position(s).
What stocks is David Rolfe buying now?
In the recent quarter David Rolfe has bought 13 securities out of which top 5 purchases (by % change to portfolio) are (URI) UNITED RENTALS INC (new buy), (SPGI) S&P GLOBAL INC (added shares +45.94%), (ORLY) O'REILLY AUTOMOTIVE INC (added shares +48.78%), (MSFT) MICROSOFT CORP (added shares +18.31%) and (CDW) CDW CORP/DE (added shares +27.44%).
What does David Rolfe invest in?
David Rolfe's top 5 holdings (by % of portfolio) are (TSM) TAIWAN SEMICONDUCTOR-SP ADR (9.29%), (META) META PLATFORMS INC-CLASS A (9.24%), (GOOGL) ALPHABET INC-CL A (8.26%), (AAPL) APPLE INC (7.06%) and (MSFT) MICROSOFT CORP (7.04%).
In the latest report(s) the following changes have been made to the top investments: (TSM) TAIWAN SEMICONDUCTOR-SP ADR (reduced shares -0.01%), (META) META PLATFORMS INC-CLASS A (reduced shares -12.57%), (GOOGL) ALPHABET INC-CL A (added shares +0.36%), (AAPL) APPLE INC (added shares +0.75%) and (MSFT) MICROSOFT CORP (added shares +18.31%).
Shares, change to shares, sold shares - split-adjusted.
Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.
Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.