David Rolfe · quarter digest
What David Rolfe did in Q2 2025
Wedgewood Partners filed 13 moves in Q2 2025: 2 new, 4 add, 5 trim, 2 exit.
13F filed 2025-08-14. Manager quality score: q9. Philosophy: Concentrated quality. 20 businesses maximum. Buffett-disciplined.
New positions · 2
Fresh money
URIUNITED RENTALS INC
NEW·4.6% book·+2
ZTSZOETIS INC
NEW·3.8% book·−1
Adds · 4
Adding to conviction
MSFTMICROSOFT CORP
ADD +17%·8.3% book·−17
CDWCDW CORP
ADD +28%·4.0% book·+5
ORLYOREILLY AUTOMOTIVE INC
ADD +2088%·3.8% book·−4
ODFLOLD DOMINION FREIGHT LINE IN
ADD +49%·2.5% book·+3
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Remove with Pro →Trims · 5
Taking chips off
Exits · 2
Closed positions
UNHUNITEDHEALTH GROUP INC
EXIT·0.0% book·−24
IVVISHARES TR
EXIT·0.0% book·+3
Current top holdings
David Rolfe’s book, latest snapshot
Other quarters for David Rolfe
Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.
Deep dive
Reading for your research
Optional background reading on interpreting company disclosures and investing methods. These books do not validate a signal or predict returns.
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Benjamin Graham
The Intelligent Investor
The foundational text. Buffett calls it 'by far the best book about investing ever written.'
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Benjamin Graham & David Dodd
Security Analysis
The deep dive behind The Intelligent Investor — how to actually read a filing and value a business.
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