David Rolfe · quarter digest
What David Rolfe did in Q1 2026
Wedgewood Partners filed 7 moves in Q1 2026: 2 new, 2 add, 2 trim, 1 exit.
13F filed 2026-05-15. Manager quality score: q9. Philosophy: Concentrated quality. 20 businesses maximum. Buffett-disciplined.
New positions · 2
Fresh money
PGRPROGRESSIVE CORP
NEW·3.5% book·+1
TOLTOLL BROTHERS INC
NEW·2.6% book·−2
Adds · 2
Adding to conviction
AMZNAMAZON COM INC
ADD +71%·4.4% book·−6
ZTSZOETIS INC
ADD +8%·2.9% book·−1
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Remove with Pro →Trims · 2
Taking chips off
TSMTAIWAN SEMICONDUCTOR MANUFAC
TRIM -30%·9.3% book·−2
IWFISHARES TR
TRIM -96%·0.0% book·−2
Exits · 1
Closed positions
PYPLPAYPAL HLDGS INC
EXIT·0.0% book·−28
Current top holdings
David Rolfe’s book, latest snapshot
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Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.
Deep dive
Reading for your research
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