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.
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Sells
These are the positions the manager reduced or sold out of this quarter, showing where they pulled money back. 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 |
| 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 | — | - |
| 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 |