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Wedgewood Fund (David Rolfe) - FilingSpy
Wedgewood Fund
David Rolfe
$26.79M
N-PORT
Sep 2023
10 of 26 months
Overview
Activity
Holdings
Buys
ORLY
NEW
O'Reilly Automotive Inc
$567.1K
+624 shares
GOOGL
Alphabet Inc
$2.13M
+ $252.4K
=
$2.38M
17.8K
+415 (+2.34%)
AAPL
Apple Inc
$2.37M
- $265.8K
=
$2.10M
12.2K
+70 (+0.57%)
CPRT
Copart Inc
$1.67M
- $91.9K
=
$1.58M
18.3K
+18.3K (+100.00%)
TSM
Taiwan Semiconductor Manufacturing Co. Ltd.
$1.76M
- $227.5K
=
$1.54M
17.5K
+200 (+1.15%)
UNH
UnitedHealth Group Incorporated
$1.36M
+ $154.0K
=
$1.52M
2.8K
+173 (+6.10%)
PYPL
PayPal Holdings, Inc.
$1.34M
- $29.8K
=
$1.31M
20.0K
+2.3K (+11.60%)
TSCO
Tractor Supply Company
$1.35M
- $40.3K
=
$1.31M
6.1K
+343 (+5.63%)
EW
Edwards Lifesciences Corporation
$1.21M
- $311.4K
=
$900.3K
12.8K
+150 (+1.17%)
SPGI
S&P Global Inc.
$685.5K
- $47.9K
=
$637.6K
1.7K
+35 (+2.05%)
Sells
META
Meta Platforms Inc
$2.68M
- $66.0K
=
$2.62M
8.7K left
-632 (-6.76%)
MSI
Motorola Solutions Inc
$2.09M
- $191.9K
=
$1.89M
7.0K left
-155 (-2.18%)
V
Visa Inc
$1.90M
- $100.0K
=
$1.80M
7.8K left
-175 (-2.19%)
BKNG
Booking Holdings Inc
$1.19M
+ $122.9K
=
$1.31M
426 left
-15 (-3.40%)
ODFL
Old Dominion Freight Line, Inc.
$1.22M
- $350.1K
=
$872.7K
2.1K left
-1.2K (-35.50%)
POOL
Pool Corporation
$920.1K
- $74.0K
=
$846.1K
2.4K left
-80 (-3.26%)
TPL
Texas Pacific Land Corp
$439.7K
+ $105.5K
=
$545.2K
299 left
-35 (-10.48%)
