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Wedgewood Fund (David Rolfe) - FilingSpy
Wedgewood Fund
David Rolfe
$29.43M
N-PORT
Dec 2024
5 of 26 months
Overview
Activity
Holdings
Buys
GOOGL
Alphabet Inc
$2.27M
+ $464.0K
=
$2.74M
13.7K
+755 (+5.51%)
META
Meta Platforms Inc
$2.53M
+ $189.6K
=
$2.72M
4.4K
+225 (+5.08%)
TSM
Taiwan Semiconductor Manufacturing Co. Ltd.
$2.22M
+ $500.8K
=
$2.72M
12.8K
+995 (+7.79%)
AAPL
Apple Inc
$2.15M
+ $267.0K
=
$2.42M
9.2K
+425 (+4.61%)
PYPL
PayPal Holdings, Inc.
$2.11M
+ $236.4K
=
$2.35M
27.1K
+450 (+1.66%)
V
Visa Inc
$1.88M
+ $360.0K
=
$2.24M
6.8K
+250 (+3.66%)
MSFT
Microsoft Corporation
$1.50M
+ $51.9K
=
$1.55M
3.5K
+196 (+5.61%)
TSCO
Tractor Supply Company
$1.50M
- $47.0K
=
$1.45M
5.1K
+22.2K (+431.09%)
ORLY
O'Reilly Automotive Inc
$580.4K
+ $31.5K
=
$611.9K
504
+12 (+2.38%)
Sells
TPL
EXIT
Texas Pacific Land Corp
$696.3K
- $696.3K
=
Closed
-787 shares (100%)
BKNG
Booking Holdings Inc
$1.46M
+ $217.7K
=
$1.68M
338 left
-9 (-2.59%)
UNH
UnitedHealth Group Incorporated
$1.83M
- $300.4K
=
$1.53M
3.0K left
-105 (-3.35%)
MSI
Motorola Solutions Inc
$1.52M
- $3.5K
=
$1.52M
3.3K left
-100 (-2.95%)
EW
Edwards Lifesciences Corporation
$1.36M
+ $117.8K
=
$1.48M
20.0K left
-650 (-3.15%)
CDW
Cdw Corporation
$1.26M
- $337.9K
=
$917.9K
5.3K left
-275 (-4.96%)
ODFL
Old Dominion Freight Line, Inc.
$705.4K
- $109.8K
=
$595.5K
3.4K left
-175 (-4.93%)
POOL
Pool Corporation
$740.8K
- $147.2K
=
$593.6K
1.7K left
-225 (-11.44%)
