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Wedgewood Fund (David Rolfe) - FilingSpy
Wedgewood Fund
David Rolfe
$26.98M
N-PORT
Jun 2024
7 of 26 months
Overview
Activity
Holdings
Sells
GOOGL
Alphabet Inc
$2.37M
+ $194.0K
=
$2.56M
14.1K left
-1.6K (-10.35%)
META
Meta Platforms Inc
$2.39M
- $129.1K
=
$2.26M
4.5K left
-438 (-8.90%)
TSM
Taiwan Semiconductor Manufacturing Co. Ltd.
$1.83M
+ $332.7K
=
$2.16M
12.4K left
-1.0K (-7.49%)
AAPL
Apple Inc
$1.84M
+ $65.6K
=
$1.91M
9.1K left
-1.7K (-15.68%)
V
Visa Inc
$2.14M
- $270.5K
=
$1.87M
7.1K left
-545 (-7.10%)
UNH
UnitedHealth Group Incorporated
$1.73M
- $10.3K
=
$1.72M
3.4K left
-120 (-3.44%)
MSFT
Microsoft Corporation
$1.75M
- $47.1K
=
$1.71M
3.8K left
-350 (-8.39%)
PYPL
PayPal Holdings, Inc.
$2.03M
- $366.8K
=
$1.66M
28.6K left
-1.6K (-5.45%)
CPRT
Copart Inc
$1.72M
- $190.0K
=
$1.53M
28.2K left
-1.4K (-4.89%)
TSCO
Tractor Supply Company
$1.57M
- $78.7K
=
$1.49M
5.5K left
-475 (-7.94%)
BKNG
Booking Holdings Inc
$1.31M
+ $9.5K
=
$1.32M
333 left
-28 (-7.76%)
CDW
Cdw Corporation
$1.44M
- $269.8K
=
$1.17M
5.2K left
-400 (-7.09%)
SPGI
S&P Global Inc.
$621.2K
- $3.4K
=
$617.7K
1.4K left
-75 (-5.14%)
ODFL
Old Dominion Freight Line, Inc.
$819.3K
- $212.5K
=
$606.8K
3.4K left
-300 (-8.03%)
TPL
Texas Pacific Land Corp
$484.2K
+ $56.9K
=
$541.2K
737 left
-100 (-11.95%)
ORLY
O'Reilly Automotive Inc
$591.5K
- $80.4K
=
$511.1K
484 left
-40 (-7.63%)
