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Focused investors/David Rolfe

David Rolfe - Wedgewood Partners

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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Updated 2026-05-10 from SEC 13F data.

Live quotes available for 33 of 41 rows. Rows without a quote are marked unavailable.

1AAPLAPPLE INC10.32%Reduce -7.5%329,962$64M$193.9752w: $124.17 - $194.48; reported $193.97
2METAMETA PLATFORMS INC CLASS A7.74%Reduce -10.2%167,265$48M$286.9752w: $88.09 - $289.79; reported $286.97
3MSIMOTOROLA SOLUTIONS7.14%Reduce -4.2%151,095$44.31M$293.2752w: $204.55 - $299.43; reported $293.27
4VVISA INC CLASS A6.76%Reduce -5.6%176,665$41.95M$237.4852w: $174.60 - $238.28; reported $237.48
5GOOGLALPHABET INC. CLASS A6.61%Reduce -3.6%342,458$40.99M$119.7052w: $83.34 - $129.04; reported $119.70
6MSFTMICROSOFT CORP6.24%Reduce -4.3%113,575$38.68M$340.5352w: $213.43 - $351.47; reported $340.53
7TSCOTRACTOR SUPPLY COMP5.75%Reduce -5.0%161,455$35.7M$221.1052w: $36.28 - $50.23; reported $221.10
8UNHUNITEDHEALTH GRP INC5.69%Reduce -2.4%73,417$35.29M$480.6252w: $445.68 - $558.10; reported $480.62
9TSMTAIWAN SEMICONDUCTR F SPONSORE5.50%Reduce -0.0%338,042$34.11M$100.9252w: $59.43 - $110.69; reported $100.92
10CPRTCOPART INC5.28%Reduce -4.8%359,006$32.74M$91.2052w: $26.14 - $45.79; reported $91.20
11PYPLPAYPAL HOLDINGS INCORPOR5.19%Add +46.1%482,868$32.22M$66.7352w: $58.95 - $103.03; reported $66.73
12CDWCDW CORP5.12%Reduce -1.7%172,984$31.74M$183.4952w: $147.91 - $215.00; reported $183.49
13EWEDWARDS LIFESCIENCES4.79%Reduce -4.5%315,173$29.73M$94.3352w: $67.13 - $107.92; reported $94.33
14BKNGBOOKING HOLDINGS INC3.98%Add +2.6%9,133$24.66M$2700.2152w: $64.67 - $111.47; reported $2700.21
15ODFLOLD DOMINION FREIGHT3.34%Add +1.1%56,012$20.71M$369.7252w: $120.00 - $190.91; reported $369.72
16POOLPOOL CORP2.70%Add +0.2%44,738$16.76M$374.6352w: $278.10 - $423.97; reported $374.63
17SPGIS&P GLOBAL INC2.39%Reduce -4.5%36,980$14.82M$400.8752w: $279.32 - $405.65; reported $400.87
18TPLTEXAS PACIFIC LAND CORP1.45%Reduce -4.2%6,813$8.97MNo quoteNo quote
19GOOGALPHABET INC. CLASS C1.36%Reduce -15.3%69,627$8.42M$120.9652w: $83.45 - $129.55; reported $120.96
20BRK-BBERKSHIRE HATHAWAY CL B1.06%Reduce -3.4%19,300$6.58M$340.9852w: $259.85 - $342.50; reported $340.98
21USBUS BANCORP DEL COM NEW0.33%Add +22.4%61,775$2.04M$33.0452w: $27.27 - $49.95; reported $33.04
22BXBLACKSTONE INC COM0.25%Add +4.7%16,750$1.56M$92.9652w: $71.72 - $110.90; reported $92.96
23TAT&T INC COM0.19%Reduce -1.6%75,625$1.21M$15.9552w: $14.46 - $21.53; reported $15.95
24JNJJOHNSON & JOHNSON COM0.13%Add +0.6%4,905$811K$165.3452w: $150.11 - $181.04; reported $165.34
25VZVERIZON COMMUNICATIONS INC COM0.13%Add +0.5%21,290$791K$37.1552w: $33.72 - $51.89; reported $37.15
26BABOEING CO0.09%-2,775$585K$210.8152w: $120.99 - $223.91; reported $210.81
27AEEAMEREN CORP COM0.09%-6,900$563KNo quoteNo quote
28PEPPEPSICO INC COM0.05%New1,750$324K$185.1452w: $160.98 - $196.88; reported $185.14
29VEAVANGUARD DEVELOPED MARKETSINDE0.05%New6,493$299K$46.0552w: $35.42 - $47.55; reported $46.05
30DISDISNEY WALT CO COM0.05%Add +8.2%3,300$294K$89.0952w: $84.07 - $126.48; reported $89.09
31KHCKRAFT HEINZ CO COM0.05%-8,000$284K$35.5052w: $32.73 - $42.80; reported $35.50
32EDCONSOLIDATED EDISON INC COM0.04%Reduce -31.3%2,750$248KNo quoteNo quote
33BPBP PLC SPONSORED ADR0.04%Reduce -17.9%6,875$242K$35.2052w: $25.37 - $41.38; reported $35.20
34FFORD MTR CO DEL COM0.04%-15,625$236K$15.1052w: $10.61 - $16.68; reported $15.10
35AMZNAMAZON COM INC COM0.03%New1,600$208K$130.0052w: $81.43 - $146.57; reported $130.00
36WBDWARNER BROS DISCOVERY INC COM0.03%Add +0.4%16,422$205K$12.4852w: $8.82 - $17.65; reported $12.48
41PGRPROGRESSIVE CO OHIO-Sold0$0No quoteNo quote
40PAYXPAYCHEX INC COM-Sold0$0No quoteNo quote
39FRCBFIRST REPUBLIC BANK-Sold0$0No quoteNo quote
38-COLLATERAL DELV TO COMPUTERSHACUSIP L0C990030-Sold0$0No quoteNo quote
37NLYANNALY CAPITAL MANAGEMENT INC-Sold0$0No quoteNo quote