David Rolfe - Wedgewood Partners
As of Q2 2026, David Rolfe reported 18 long-equity positions worth $484.43M in aggregate.
Copy-investor backtest
- Latest quarter
- +6.97%
- 1-year
- +5.05%
- 3-year
- +52.19%
- 5-year
- +53.54%
- 3-year vs S&P 500
- -21.05%
- 5-year vs S&P 500
- -20.55%
- 5-year top 5
- +92.83%
Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. The vs S&P 500 figures subtract SPY over that manager's own rebalance dates, so both sides cover the same days; both are price return, excluding dividends. Method & limitations.
Get email alerts when David Rolfe files a new 13F — sign in or create a free account.
All activity
This tab shows every position the manager opened, added to, reduced, or exited compared with the prior quarter, so you can see exactly what changed. The quarter shown is Q2 2026.
| Ticker | Security | Activity | % portfolio | Shares | Value | Reported price | Q range |
|---|---|---|---|---|---|---|---|
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | Reduce -18.4% | 10.40% | 105,499 | $50.38M | $477.57 | $326.80 - $479.00(99%)$341.49 -> $477.57 |
| GOOGL | ALPHABET INC | Reduce -18.3% | 9.39% | 127,237 | $45.47M | $357.37 | $289.45 - $408.61(57%)$297.39 -> $357.37 |
| URI | UNITED RENTALS INC | Reduce -33.6% | 3.91% | 16,732 | $18.96M | $1132.86 | $709.45 - $1143.69(98%)$731.54 -> $1132.89 |
| AMZN | AMAZON COM INC | Add +35.6% | 6.66% | 135,440 | $32.28M | $238.34 | $204.90 - $278.56(45%)$210.57 -> $238.72 |
| META | META PLATFORMS INC | Add +16.2% | 8.89% | 76,471 | $43.08M | $563.29 | $540.21 - $691.52(15%)$579.23 -> $563.29 |
| MSFT | MICROSOFT CORP | Add +21.1% | 6.89% | 89,518 | $33.39M | $373.02 | $349.20 - $466.32(20%)$369.37 -> $373.02 |
| PGR | PROGRESSIVE CORP | Add +27.5% | 4.79% | 106,261 | $23.21M | $218.45 | $189.20 - $224.51(83%)$193.36 -> $218.45 |
| CDW | CDW CORP | Sold | — | 0 | $0 | — | - |
| IWF | ISHARES TR | Sold | — | 0 | $0 | — | - |
| TSCO | TRACTOR SUPPLY CO | Sold | — | 0 | $0 | — | - |
| ZTS | ZOETIS INC | Sold | — | 0 | $0 | — | - |
| CB | CHUBB LIMITED | Add +26.3% | 4.79% | 68,039 | $23.18M | $340.74 | $308.61 - $344.85(89%)$327.16 -> $340.80 |
| V | VISA INC | Add +7.4% | 6.32% | 89,188 | $30.6M | $343.09 | $293.89 - $345.80(95%)$298.51 -> $343.09 |
| AAPL | APPLE INC | Reduce -3.3% | 7.81% | 130,682 | $37.81M | $289.36 | $245.70 - $316.94(61%)$255.63 -> $289.05 |
| MSI | MOTOROLA SOLUTIONS INC | Reduce -3.4% | 5.63% | 65,643 | $27.26M | $415.29 | $381.25 - $450.00(50%)$434.13 -> $415.29 |
| BKNG | BOOKING HOLDINGS INC | Reduce -3.3%25:1 split | 4.91% | 133,351 | $23.77M | $178.24 | $150.14 - $193.92(64%)$167.38 -> $178.24 |
| ODFL | OLD DOMINION FREIGHT LINE IN | Reduce -3.2% | 4.93% | 110,288 | $23.89M | $216.60 | $186.89 - $252.03(46%)$199.63 -> $216.60 |
| ORLY | OREILLY AUTOMOTIVE INC | Reduce -3.2% | 3.28% | 172,645 | $15.9M | $92.09 | $84.76 - $100.63(46%)$92.10 -> $92.09 |
| EW | EDWARDS LIFESCIENCES CORP | Reduce -3.4% | 3.08% | 165,208 | $14.94M | $90.46 | $76.49 - $92.88(85%)$81.26 -> $90.47 |
| CPRT | COPART INC | Reduce -3.2% | 2.61% | 447,748 | $12.62M | $28.19 | $27.84 - $35.66(4%)$33.02 -> $28.19 |
| SPGI | S&P GLOBAL INC | Reduce -3.2% | 2.63% | 31,339 | $12.76M | $407.26 | $393.03 - $456.70(22%)$425.17 -> $407.26 |
| TOL | TOLL BROTHERS INC | Add +2.6% | 3.08% | 90,562 | $14.92M | $164.75 | $123.15 - $166.23(97%)$136.85 -> $164.75 |