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Wedgewood Fund (David Rolfe) - FilingSpy

David Rolfe

Wedgewood Fund

David Rolfe

$27.97M

Overview Activity Holdings

Buys

Visa Inc

$1.80M + $342.9K =$2.14M

7.8K+405 (+5.18%)

PayPal Holdings, Inc.

$1.31M + $611.5K =$1.92M

22.4K+8.9K (+39.72%)

Edwards Lifesciences Corporation

$900.3K + $297.7K =$1.20M

13.0K+2.7K (+20.90%)

Sells

Meta Platforms Inc

$2.62M - $196.9K =$2.42M

6.8K left-1.9K (-21.57%)

Alphabet Inc

$2.38M - $32.6K =$2.34M

16.8K left-1.4K (-7.61%)

Apple Inc

$2.10M =$2.12M

11.0K left-1.3K (-10.31%)

Microsoft Corporation

$1.53M =$1.69M

4.5K left-345 (-7.12%)

Copart Inc

$1.58M =$1.68M

34.2K left-2.4K (-6.43%)

Taiwan Semiconductor Manufacturing Co. Ltd.

$1.54M =$1.66M

15.9K left-1.7K (-9.71%)

Motorola Solutions Inc

$1.89M - $323.7K =$1.57M

5.0K left-1.9K (-27.91%)

Cdw Corporation

$1.55M - $109.1K =$1.44M

6.3K left-1.3K (-17.49%)

Booking Holdings Inc

$1.31M =$1.42M

401 left-25 (-5.87%)

Pool Corporation

$846.1K =$859.6K

2.2K left-220 (-9.26%)

Old Dominion Freight Line, Inc.

$872.7K - $79.1K =$793.6K

2.0K left-175 (-8.20%)

S&P Global Inc.

$637.6K =$711.4K

1.6K left-130 (-7.45%)

O'Reilly Automotive Inc

$567.1K - $7.5K =$559.6K

589 left-35 (-5.61%)