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Wedgewood Fund (David Rolfe) - FilingSpy

David Rolfe

Wedgewood Fund

David Rolfe

$28.08M

Overview Activity Holdings

Buys

UnitedHealth Group Incorporated

$1.58M + $142.9K =$1.73M

3.0K+482 (+16.02%)

Old Dominion Freight Line, Inc.

$793.6K + $25.7K =$819.3K

2.0K+1.8K (+90.81%)

Texas Pacific Land Corp

$470.2K + $14.1K =$484.2K

299+538 (+179.93%)

Sells

Meta Platforms Inc

$2.42M - $30.0K =$2.39M

4.9K left-1.9K (-28.01%)

Alphabet Inc

$2.34M =$2.37M

15.7K left-1.1K (-6.49%)

Visa Inc

$2.14M - $722 =$2.14M

7.7K left-555 (-6.74%)

PayPal Holdings, Inc.

$1.92M =$2.03M

30.2K left-1.0K (-3.20%)

Apple Inc

$2.12M - $277.2K =$1.84M

10.7K left-265 (-2.41%)

Taiwan Semiconductor Manufacturing Co. Ltd.

$1.66M =$1.83M

13.4K left-2.5K (-15.71%)

Microsoft Corporation

$1.69M =$1.75M

4.2K left-330 (-7.33%)

Copart Inc

$1.68M =$1.72M

29.7K left-4.5K (-13.30%)

Tractor Supply Company

$1.38M =$1.57M

6.0K left-450 (-7.00%)

Cdw Corporation

$1.44M =$1.44M

5.6K left-690 (-10.89%)

Motorola Solutions Inc

$1.57M - $144.8K =$1.43M

4.0K left-1.0K (-19.93%)

Booking Holdings Inc

$1.42M - $112.8K =$1.31M

361 left-40 (-9.98%)

Edwards Lifesciences Corporation

$1.20M =$1.25M

13.1K left-2.7K (-16.90%)

Pool Corporation

$859.6K - $90.5K =$769.1K

1.9K left-250 (-11.60%)

S&P Global Inc.

$711.4K - $90.3K =$621.2K

1.5K left-155 (-9.60%)

O'Reilly Automotive Inc

$559.6K =$591.5K

524 left-65 (-11.04%)