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 20 of 38 rows. Rows without a quote are marked unavailable.
| 1 | META | META PLATFORMS INC | 9.95% | Reduce -17.2% | 138,510 | $41.58M | $300.21 | |
| 2 | GOOGL | ALPHABET INC | 8.74% | Reduce -18.5% | 279,250 | $36.54M | $130.86 | |
| 3 | AAPL | APPLE INC | 7.59% | Reduce -43.9% | 185,289 | $31.72M | $171.21 | |
| 4 | MSI | MOTOROLA SOLUTIONS INC | 6.98% | Reduce -29.1% | 107,202 | $29.18M | $272.24 | |
| 5 | V | VISA INC | 6.54% | Reduce -32.7% | 118,841 | $27.33M | $230.01 | |
| 6 | CDW | CDW CORP | 6.39% | Reduce -23.5% | 132,362 | $26.71M | $201.76 | |
| 7 | UNH | UNITEDHEALTH GROUP INC | 6.05% | Reduce -31.7% | 50,171 | $25.3M | $504.19 | |
| 8 | CPRT | COPART INC | 5.69% | Reduce -23.2%2:1 split | 551,647 | $23.77M | $43.09 | |
| 9 | MSFT | MICROSOFT CORP | 5.57% | Reduce -35.1% | 73,672 | $23.26M | $315.75 | |
| 10 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 5.53% | Reduce -21.4% | 265,848 | $23.1M | $86.90 | |
| 11 | TSCO | TRACTOR SUPPLY CO | 5.22% | Reduce -33.4% | 107,527 | $21.83M | $203.05 | |
| 12 | PYPL | PAYPAL HLDGS INC | 4.89% | Reduce -27.6% | 349,512 | $20.43M | $58.46 | |
| 13 | BKNG | BOOKING HOLDINGS INC | 4.84% | Reduce -28.1% | 6,566 | $20.25M | $3083.95 | |
| 14 | EW | EDWARDS LIFESCIENCES CORP | 3.21% | Reduce -38.5% | 193,797 | $13.43M | $69.28 | |
| 15 | ODFL | OLD DOMINION FREIGHT LINE IN | 3.17% | Reduce -42.2% | 32,374 | $13.25M | $409.15 | |
| 16 | POOL | POOL CORP | 3.06% | Reduce -19.7% | 35,916 | $12.79M | $356.10 | |
| 17 | SPGI | S&P GLOBAL INC | 2.29% | Reduce -29.0% | 26,247 | $9.59M | $365.41 | |
| 18 | TPL | TEXAS PACIFIC LAND CORPORATI | 2.09% | Reduce -29.8% | 4,781 | $8.72M | No quote | No quote |
| 19 | ORLY | OREILLY AUTOMOTIVE INC | 2.06% | New | 9,452 | $8.59M | $908.86 | |
| 20 | IWF | ISHARES TR | 0.09% | New | 1,339 | $356.16K | $265.99 | |
| 21 | GOOG | ALPHABET INC | 0.05% | Reduce -97.8% | 1,552 | $204.63K | $131.85 | |
| 38 | WBD | WARNER BROS DISCOVERY INC COM | - | Sold | 0 | $0 | No quote | No quote |
| 37 | VZ | VERIZON COMMUNICATIONS INC COM | - | Sold | 0 | $0 | No quote | No quote |
| 36 | VEA | VANGUARD DEVELOPED MARKETSINDE | - | Sold | 0 | $0 | No quote | No quote |
| 35 | USB | US BANCORP DEL COM NEW | - | Sold | 0 | $0 | No quote | No quote |
| 34 | PEP | PEPSICO INC COM | - | Sold | 0 | $0 | No quote | No quote |
| 33 | KHC | KRAFT HEINZ CO COM | - | Sold | 0 | $0 | No quote | No quote |
| 32 | JNJ | JOHNSON & JOHNSON COM | - | Sold | 0 | $0 | No quote | No quote |
| 31 | F | FORD MTR CO DEL COM | - | Sold | 0 | $0 | No quote | No quote |
| 30 | DIS | DISNEY WALT CO COM | - | Sold | 0 | $0 | No quote | No quote |
| 29 | ED | CONSOLIDATED EDISON INC COM | - | Sold | 0 | $0 | No quote | No quote |
| 28 | BP | BP PLC SPONSORED ADR | - | Sold | 0 | $0 | No quote | No quote |
| 27 | BA | BOEING CO | - | Sold | 0 | $0 | No quote | No quote |
| 26 | BX | BLACKSTONE INC COM | - | Sold | 0 | $0 | No quote | No quote |
| 25 | BRK-B | BERKSHIRE HATHAWAY CL B | - | Sold | 0 | $0 | No quote | No quote |
| 24 | T | AT&T INC COM | - | Sold | 0 | $0 | No quote | No quote |
| 23 | AEE | AMEREN CORP COM | - | Sold | 0 | $0 | No quote | No quote |
| 22 | AMZN | AMAZON COM INC COM | - | Sold | 0 | $0 | No quote | No quote |