David Rolfe — Recent Sells
Wedgewood Partners · Sold and reduced positions in the Q2 '26 13F filing.
Filed August 14, 2026 · Last updated
David Rolfe fully exited 4 positions and reduced 13 existing holdings in the Q2 '26 filing — a combined sell footprint of approximately $58.4M. Largest exit: TRACTOR SUPPLY CO (was $20.7M).
Fully exited (4)
Reduced positions (13)
| Ticker | Company | Shares Now | Value Now | % Portfolio | Change |
|---|---|---|---|---|---|
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 105499 | $50.4M | 10.40% | -18.4% |
| GOOGL | ALPHABET INC | 127237 | $45.5M | 9.39% | -18.3% |
| AAPL | APPLE INC | 130682 | $37.8M | 7.81% | -3.3% |
| AMZN | AMAZON COM INC | 135440 | $32.3M | 6.66% | 35.6% |
| MSI | MOTOROLA SOLUTIONS INC | 65643 | $27.3M | 5.63% | -3.4% |
| ODFL | OLD DOMINION FREIGHT LINE IN | 110288 | $23.9M | 4.93% | -3.2% |
| BKNG | BOOKING HOLDINGS INC | 133351 | $23.8M | 4.91% | 2317.1% |
| PGR | PROGRESSIVE CORP | 106261 | $23.2M | 4.79% | 27.5% |
| URI | UNITED RENTALS INC | 16732 | $19.0M | 3.91% | -33.6% |
| ORLY | OREILLY AUTOMOTIVE INC | 172645 | $15.9M | 3.28% | -3.2% |
| EW | EDWARDS LIFESCIENCES CORP | 165208 | $14.9M | 3.08% | -3.4% |
| SPGI | S&P GLOBAL INC | 31339 | $12.8M | 2.63% | -3.2% |
| CPRT | COPART INC | 447748 | $12.6M | 2.61% | -3.2% |