---
title: David Rolfe (Wedgewood Partners Inc) — 13F holdings
canonical: https://sweetvaluelab.com/investors/david-rolfe
cik: 0000859804
quarter: 2026-06-30
filed: 2026-08-14
---
# David Rolfe — Wedgewood Partners Inc

Latest 13F for the quarter ended Jun 30, 2026, filed Aug 14, 2026: 18 positions worth $484.4M. Against the quarter ended Mar 31, 2026: 0 bought, 7 added to, 0 unchanged, 11 reduced, 4 sold. The top five are 43% of the portfolio, the top ten 72%; 16 of the positions have a research page on this site.

## Holdings

| Ticker | Issuer | Shares | Value | % of portfolio | Change this quarter |
| --- | --- | ---: | ---: | ---: | --- |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 105,499 | $50.4M | 10.4% | reduced (-18%) |
| GOOGL | ALPHABET INC | 127,237 | $45.5M | 9.4% | reduced (-18%) |
| META | META PLATFORMS INC | 76,471 | $43.1M | 8.9% | added (+16%) |
| AAPL | APPLE INC | 130,682 | $37.8M | 7.8% | reduced (-3%) |
| MSFT | MICROSOFT CORP | 89,518 | $33.4M | 6.9% | added (+21%) |
| AMZN | AMAZON COM INC | 135,440 | $32.3M | 6.7% | added (+36%) |
| V | VISA INC | 89,188 | $30.6M | 6.3% | added (+7%) |
| MSI | MOTOROLA SOLUTIONS INC | 65,643 | $27.3M | 5.6% | reduced (-3%) |
| ODFL | OLD DOMINION FREIGHT LINE IN | 110,288 | $23.9M | 4.9% | reduced (-3%) |
| BKNG | BOOKING HOLDINGS INC | 133,351 | $23.8M | 4.9% | reduced (-3%) |
| PGR | PROGRESSIVE CORP | 106,261 | $23.2M | 4.8% | added (+27%) |
| CB | CHUBB LIMITED | 68,039 | $23.2M | 4.8% | added (+26%) |
| URI | UNITED RENTALS INC | 16,732 | $19.0M | 3.9% | reduced (-34%) |
| ORLY | OREILLY AUTOMOTIVE INC | 172,645 | $15.9M | 3.3% | reduced (-3%) |
| EW | EDWARDS LIFESCIENCES CORP | 165,208 | $14.9M | 3.1% | reduced (-3%) |
| TOL | TOLL BROTHERS INC | 90,562 | $14.9M | 3.1% | added (+3%) |
| SPGI | S&P GLOBAL INC | 31,339 | $12.8M | 2.6% | reduced (-3%) |
| CPRT | COPART INC | 447,748 | $12.6M | 2.6% | reduced (-3%) |

## Largest moves this quarter

| Ticker | Issuer | Shares now | Shares before | Change | Bought / sold at reported prices | Value |
| --- | --- | ---: | ---: | --- | ---: | ---: |
| TSCO | TRACTOR SUPPLY CO | 0 | 456,094 | sold | −$20.7M | $0 |
| CDW | CDW CORP | 0 | 144,870 | sold | −$17.5M | $0 |
| ZTS | ZOETIS INC | 0 | 113,541 | sold | −$13.4M | $0 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 105,499 | 129,353 | reduced (-18%) | −$11.4M | $50.4M |
| GOOGL | ALPHABET INC | 127,237 | 155,701 | reduced (-18%) | −$10.2M | $45.5M |
| URI | UNITED RENTALS INC | 16,732 | 25,192 | reduced (-34%) | −$9.6M | $19.0M |
| AMZN | AMAZON COM INC | 135,440 | 99,907 | added (+36%) | +$8.5M | $32.3M |

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Source: https://sweetvaluelab.com/investors/david-rolfe (SweetValueLab, free, no account). Holdings from SEC Form 13F-HR filings; tickers resolved from CUSIPs. Values as reported by the filer. Research and educational data, not investment advice; nothing here is a recommendation to buy, sell or hold any security.