FilingSpy

Wedgewood Fund (David Rolfe) - FilingSpy

David Rolfe

Wedgewood Fund

David Rolfe

$25.19M

Overview Activity Holdings

Buys

Taiwan Semiconductor Manufacturing Co. Ltd.

$1.14M + $239.7K =$1.38M

16.7K+1.9K (+11.33%)

Copart Inc

$1.16M + $61.0K =$1.22M

10.9K+9.2K (+83.92%)

First Republic Bank

$1.04M + $91.2K =$1.14M

8.0K+1.3K (+16.46%)

Sells

Motorola Solutions Inc

$1.86M =$1.96M

7.6K left-700 (-8.43%)

Tractor Supply Company

$1.55M =$1.79M

7.9K left-400 (-4.79%)

Visa Inc

$1.65M =$1.71M

8.3K left-1.0K (-10.91%)

Apple Inc

$1.99M - $317.5K =$1.68M

12.9K left-1.5K (-10.57%)

Cdw Corporation

$1.68M - $13.1K =$1.67M

9.3K left-1.4K (-13.28%)

UnitedHealth Group Incorporated

$1.63M - $38.0K =$1.59M

3.0K left-225 (-6.96%)

Alphabet Inc

$1.78M - $306.9K =$1.48M

16.7K left-1.9K (-10.24%)

Microsoft Corporation

$1.59M - $169.9K =$1.42M

5.9K left-905 (-13.28%)

Meta Platforms Inc

$1.62M - $351.0K =$1.27M

10.6K left-1.4K (-11.61%)

PayPal Holdings, Inc.

$1.52M - $339.9K =$1.18M

16.5K left-1.1K (-6.24%)

Edwards Lifesciences Corporation

$1.26M - $234.9K =$1.02M

13.7K left-1.5K (-9.97%)

Old Dominion Freight Line, Inc.

$958.3K - $19.8K =$938.5K

3.3K left-545 (-14.15%)

Texas Pacific Land Corp

$1.03M - $123.0K =$909.6K

388 left-193 (-33.22%)

Booking Holdings Inc

$770.7K =$888.7K

441 left-28 (-5.97%)

The Progressive Corporation

$1.07M - $252.0K =$820.8K

6.3K left-2.9K (-31.46%)

S&P Global Inc.

$636.7K - $37.1K =$599.5K

1.8K left-295 (-14.15%)

Pool Corporation

$639.9K - $115.1K =$524.8K

1.7K left-275 (-13.67%)