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.
Updated 2026-06-06 from SEC 13F data.
Live quotes available for 16 of 24 rows. Rows without a quote are marked unavailable.
| 1 | BRK/B | BERKSHIRE HATHAWAY CL BCUSIP 084670702 | 9.51% | Reduce -10.2% | 4,192,862 | $553.63M | No quote | No quote |
| 2 | AAPL | APPLE | 8.74% | Reduce -4.4% | 4,835,680 | $509M | $105.26 | No quote |
| 3 | ESRX | EXPRESS SCRIPTS | 7.69% | Reduce -10.9% | 5,120,114 | $447.55M | No quote | No quote |
| 4 | QCOM | QUALCOMM | 7.25% | Reduce -11.6% | 8,444,517 | $422.1M | $49.98 | No quote |
| 5 | MTB | M&T BANK | 6.39% | Reduce -13.5% | 3,071,234 | $372.17M | $121.18 | No quote |
| 6 | CTSH | COGNIZANT TECHNOLOGY SOLUTIONS | 6.21% | Reduce -12.4% | 6,024,952 | $361.62M | $60.02 | No quote |
| 7 | SLB | SCHLUMBERGER | 5.70% | Reduce -9.7% | 4,757,412 | $331.83M | $69.75 | No quote |
| 8 | PRGO | PERRIGO | 5.25% | Add +159.1% | 2,113,216 | $305.78M | $144.70 | No quote |
| 9 | PCLN | PRICELINE | 5.06% | Reduce -10.5% | 230,990 | $294.5M | No quote | No quote |
| 10 | VRSK | VERISK ANALYTICS | 4.70% | Reduce -9.2% | 3,562,860 | $273.91M | $76.88 | No quote |
| 11 | LKQ | LKQ CORP | 4.56% | Reduce -4.7% | 8,962,062 | $265.55M | $29.63 | No quote |
| 12 | SRCL | STERICYCLE | 4.48% | Add +46.9% | 2,161,249 | $260.65M | No quote | No quote |
| 13 | MJN | MEAD JOHNSON NUTRITION | 4.25% | Reduce -10.3% | 3,137,622 | $247.72M | No quote | No quote |
| 14 | V | VISA | 4.25% | Reduce -15.5% | 3,193,704 | $247.67M | $77.55 | No quote |
| 15 | GOOGL | ALPHABET INC. CL A | 4.15% | Reduce -23.3% | 310,914 | $241.89M | $778.01 | No quote |
| 16 | KHC | KRAFT HEINZ | 4.10% | Add +32.7% | 3,280,187 | $238.67M | $72.76 | No quote |
| 17 | CLB | CORE LABS | 3.61% | Reduce -11.0% | 1,935,874 | $210.51M | $108.74 | No quote |
| 18 | PYPL | PAYPAL HOLDINGS | 2.97% | Reduce -8.3% | 4,782,121 | $173.11M | $36.20 | No quote |
| 19 | GOOG | ALPHABET INC. CL C | 0.89% | Reduce -37.9% | 68,508 | $51.99M | $758.87 | No quote |
| 20 | COH | COACH | 0.07% | Reduce -98.9% | 115,651 | $3.79M | No quote | No quote |
| 21 | EMC | EMC CORP | 0.06% | Reduce -42.5% | 128,440 | $3.3M | No quote | No quote |
| 22 | VAR | VARIAN MEDICAL SYSTEMS | 0.04% | Reduce -98.4% | 31,700 | $2.56M | No quote | No quote |
| 23 | NOV | NATIONAL-OILWELL VARCO | 0.04% | Reduce -99.0% | 69,450 | $2.33M | $33.48 | No quote |
| 24 | CMI | CUMMINS | 0.03% | Reduce -99.0% | 17,175 | $1.51M | $87.98 | No quote |