David Rolfe
Net sellingWedgewood Partners Inc — managed by David Rolfe; US equity positions disclosed quarterly via SEC 13F
Data as of 2026-03-31 (filed 2026-05-15) · Source: SEC EDGAR
Wedgewood Partners Inc's most recent 13F filing, for the quarter ended 2026-03-31, reports 22 positions worth $484.3M. The top 5 holdings represent 39% of that value, a moderately concentrated portfolio.
The single largest position is Alphabet Inc at 9.2% of the portfolio, followed by Taiwan Semiconductor Manufac at 9.0% and Meta Platforms Inc at 7.8%.
Against the prior quarter, David Rolfe opened 2 new positions, exited 1, added to 2, and trimmed 18. The largest new buy was Progressive Corp. The most notable sale was the full exit from Paypal Hldgs Inc.
Across all 8 quarters on file, Alphabet Inc has appeared in every filing, as has Taiwan Semiconductor Manufac. Alphabet Inc currently ranks first by value.
A 13F is filed roughly 45 days after quarter-end and covers only long positions in US-listed equities, so it is a lagging and partial view of the portfolio. Source: SEC EDGAR.
None of David Rolfe's tracked holdings are in the strike zone right now.
Valuation as of 2026-07-02; method: conservative Greenwald value band + Owner-Earnings DCF. Position observation, not advice.
Next · is it cheap
David Rolfe has no positions in the strike zone right now.
Browse the whole market by value band- Value$44.8MValuationAbove valueHolders34Weight (prev→now)9.6% → 9.2% ▼
- Value$43.7MValuation—Holders21Weight (prev→now)10.5% → 9.0% ▼
- Value$37.6MValuationAbove valueHolders27Weight (prev→now)8.5% → 7.8% ▼
- Value$34.3MValuationAbove valueHolders21Weight (prev→now)7.3% → 7.1% ▼
- Value$29.5MValuationAbove valueHolders4Weight (prev→now)5.1% → 6.1% ▼
- Value$27.4MValuationAbove valueHolders32Weight (prev→now)7.0% → 5.7% ▼
- Value$25.1MValuation—Holders26Weight (prev→now)5.7% → 5.2% ▼
- Value$23.2MValuation—Holders8Weight (prev→now)5.8% → 4.8% ▼
- Value$22.3MValuationAbove valueHolders4Weight (prev→now)3.5% → 4.6% ▼
- Value$20.8MValuationAbove valueHolders31Weight (prev→now)2.5% → 4.3% ▲
- Value$20.7MValuationAbove valueHolders1Weight (prev→now)4.5% → 4.3% ▼
- Value$18.4MValuationAbove valueHolders3Weight (prev→now)4.0% → 3.8% ▼
- Value$17.6MValuation—Holders7Weight (prev→now)3.3% → 3.6% ▼
- Value$17.5MValuationAbove valueHolders5Weight (prev→now)3.9% → 3.6% ▼
- Value$16.5MValuationAbove valueHolders8Weight (prev→now)New · 3.4%
- Value$16.5MValuationAbove valueHolders4Weight (prev→now)3.2% → 3.4% ▼
- Value$15.4MValuationAbove valueHolders5Weight (prev→now)3.6% → 3.2% ▼
- Value$13.8MValuationAbove valueHolders13Weight (prev→now)3.3% → 2.8% ▼
- Value$13.7MValuation—Holders3Weight (prev→now)2.9% → 2.8% ▼
- Value$13.4MValuationAbove valueHolders5Weight (prev→now)2.5% → 2.8% ▲
- Value$12.0MValuationWithin bandHolders3Weight (prev→now)New · 2.5%
- Value$223,434Valuation—Holders4Weight (prev→now)1.1% → 0.0% ▼
Sources· SEC EDGAR 13F as of 2026-03-31 · filed 2026-05-15
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