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Wedgewood Fund (David Rolfe) - FilingSpy
Wedgewood Fund
David Rolfe
$28.74M
N-PORT
Mar 2025
4 of 26 months
Overview
Activity
Holdings
Buys
URI
NEW
United Rentals, Inc.
$680.0K
+1.1K shares
ORLY
O'Reilly Automotive Inc
$611.9K
+ $445.4K
=
$1.06M
516
+222 (+43.02%)
SPGI
S&P Global Inc.
$694.8K
+ $301.1K
=
$995.9K
1.4K
+565 (+40.50%)
ODFL
Old Dominion Freight Line, Inc.
$595.5K
+ $221.0K
=
$816.5K
3.4K
+1.6K (+46.18%)
Sells
META
Meta Platforms Inc
$2.72M
- $394.7K
=
$2.33M
4.0K left
-611 (-13.14%)
