David Rolfe · quarter digest
What David Rolfe did in Q2 2026
Wedgewood Partners filed 14 moves in Q2 2026: 0 new, 7 add, 3 trim, 4 exit.
13F filed 2026-08-14. Manager quality score: q9. Philosophy: Concentrated quality. 20 businesses maximum. Buffett-disciplined.
Adds · 7
Adding to conviction
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Remove with Pro →Trims · 3
Taking chips off
Exits · 4
Closed positions
TSCOTRACTOR SUPPLY CO
EXIT·0.0% book·−5
CDWCDW CORP
EXIT·0.0% book·+5
ZTSZOETIS INC
EXIT·0.0% book·−1
IWFISHARES TR
EXIT·0.0% book·−2
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
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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