As of Q1 2026, this manager reported 22 long-equity positions worth $484.29M in aggregate.
As of Q1 2026, David Rolfe's Wedgewood Partners held 22 long-equity positions with a reported value of $484.29M.
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These are the positions the manager reduced or sold out of this quarter, showing where they pulled money back. The quarter shown is Q1 2026.
| Ticker | Security | Activity | % portfolio | Shares | Value | Reported price | Q range |
|---|---|---|---|---|---|---|---|
| IWF | ISHARES TR | Reduce -95.6% | 0.05% | 524 | $223.43K | $426.40 | $102.23 - $120.08(100%)$117.94 -> $106.60 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | Reduce -29.9% | 9.03% | 129,353 | $43.71M | $337.95 | $311.70 - $390.21(33%)$319.61 -> $337.95 |
| EW | EDWARDS LIFESCIENCES CORP | Reduce -5.5% | 2.83% | 170,969 | $13.69M | $80.08 | $74.66 - $87.32(43%)$85.33 -> $80.08 |
| ORLY | OREILLY AUTOMOTIVE INC | Reduce -5.5% | 3.40% | 178,397 | $16.47M | $92.31 | $86.77 - $102.11(36%)$90.34 -> $92.31 |
| AAPL | APPLE INC | Reduce -5.5% | 7.08% | 135,128 | $34.29M | $253.79 | $243.42 - $280.91(28%)$271.01 -> $253.79 |
| MSI | MOTOROLA SOLUTIONS INC | Reduce -5.3% | 6.09% | 67,941 | $29.48M | $433.97 | $376.50 - $490.24(51%)$381.02 -> $433.97 |
| TSCO | TRACTOR SUPPLY CO | Reduce -5.2% | 4.27% | 456,094 | $20.66M | $45.30 | $44.44 - $56.28(7%)$50.83 -> $45.30 |
| BKNG | BOOKING HOLDINGS INC | Reduce -5.2% | 4.80% | 5,517 | $23.23M | $4210.59 | $150.62 - $220.75(100%)$212.93 -> $168.41 |
| ODFL | OLD DOMINION FREIGHT LINE IN | Reduce -5.1% | 4.60% | 113,941 | $22.26M | $195.40 | $156.00 - $221.63(60%)$159.19 -> $195.40 |
| GOOGL | ALPHABET INC | Reduce -5.0% | 9.25% | 155,701 | $44.77M | $287.56 | $272.11 - $349.00(20%)$315.15 -> $287.56 |
| URI | UNITED RENTALS INC | Reduce -5.0% | 3.79% | 25,192 | $18.35M | $728.55 | $701.59 - $961.19(10%)$845.06 -> $728.56 |
| META | META PLATFORMS INC | Reduce -4.8% | 7.77% | 65,805 | $37.65M | $572.13 | $520.26 - $744.00(23%)$650.41 -> $572.13 |
| CPRT | COPART INC | Reduce -4.8% | 3.17% | 462,749 | $15.36M | $33.20 | $32.20 - $41.79(10%)$37.77 -> $33.20 |
| V | VISA INC | Reduce -4.8% | 5.18% | 83,010 | $25.09M | $302.24 | $294.32 - $358.62(12%)$346.48 -> $302.24 |
| CB | CHUBB LTD SWITZ | Reduce -4.7% | 3.63% | 53,886 | $17.56M | $325.93 | $296.06 - $345.67(60%)$310.06 -> $325.93 |
| MSFT | MICROSOFT CORP | Reduce -4.6% | 5.65% | 73,919 | $27.36M | $370.17 | $356.28 - $489.70(10%)$472.94 -> $370.17 |
| CDW | CDW CORP | Reduce -4.6% | 3.62% | 144,870 | $17.53M | $121.02 | $112.98 - $144.46(26%)$133.16 -> $121.02 |
| SPGI | S&P GLOBAL INC | Reduce -4.1% | 2.84% | 32,371 | $13.77M | $425.34 | $381.61 - $552.25(26%)$512.66 -> $425.34 |
| PYPL | PAYPAL HLDGS INC | Sold | — | 0 | $0 | — | - |