What David Rolfe Bought in Q1 2026
Wedgewood Partners · Quarterly 13F recap as filed with the SEC.
Period: 2026-03-31 · Filed · Historical
$484.3M
Total Value
22
Holdings
2
New Buys
17
Reduced
In Q1 2026, David Rolfe reported 22 long equity positions worth $484.3M in their Wedgewood Partners 13F filing, including 2 new positions (largest: PROGRESSIVE CORP at $16.5M) and 3 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | 155701 | $44.8M | 9.25% | -5.0% |
| 2 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 129353 | $43.7M | 9.03% | -30.0% |
| 3 | META | META PLATFORMS INC | 65805 | $37.6M | 7.77% | -4.8% |
| 4 | AAPL | APPLE INC | 135128 | $34.3M | 7.08% | -5.5% |
| 5 | MSI | MOTOROLA SOLUTIONS INC | 67941 | $29.5M | 6.09% | -5.3% |
| 6 | MSFT | MICROSOFT CORP | 73919 | $27.4M | 5.65% | -4.6% |
| 7 | V | VISA INC | 83010 | $25.1M | 5.18% | -4.8% |
| 8 | BKNG | BOOKING HOLDINGS INC | 5517 | $23.2M | 4.80% | -5.2% |
| 9 | ODFL | OLD DOMINION FREIGHT LINE IN | 113941 | $22.3M | 4.60% | -5.1% |
| 10 | AMZN | AMAZON COM INC | 99907 | $20.8M | 4.30% | +71.5% |
| 11 | TSCO | TRACTOR SUPPLY CO | 456094 | $20.7M | 4.27% | -5.2% |
| 12 | URI | UNITED RENTALS INC | 25192 | $18.4M | 3.79% | -5.0% |
| 13 | CB | CHUBB LTD SWITZ | 53886 | $17.6M | 3.63% | -4.7% |
| 14 | CDW | CDW CORP | 144870 | $17.5M | 3.62% | -4.6% |
| 15 | PGR | PROGRESSIVE CORP | 83352 | $16.5M | 3.41% | NEW |
| 16 | ORLY | OREILLY AUTOMOTIVE INC | 178397 | $16.5M | 3.40% | -5.5% |
| 17 | CPRT | COPART INC | 462749 | $15.4M | 3.17% | -4.8% |
| 18 | SPGI | S&P GLOBAL INC | 32371 | $13.8M | 2.84% | -4.1% |
| 19 | EW | EDWARDS LIFESCIENCES CORP | 170969 | $13.7M | 2.83% | -5.5% |
| 20 | ZTS | ZOETIS INC | 113541 | $13.4M | 2.77% | +8.4% |
| 21 | TOL | TOLL BROTHERS INC | 88275 | $12.0M | 2.49% | NEW |
| 22 | IWF | ISHARES TR | 524 | $223K | 0.05% | +-95.6% |