David Rolfe · quarter digest

What David Rolfe did in Q4 2024

Wedgewood Partners filed 5 moves in Q4 2024: 1 new, 1 add, 3 trim, 0 exit.

13F filed 2025-02-14. Manager quality score: q9. Philosophy: Concentrated quality. 20 businesses maximum. Buffett-disciplined.

New positions · 1

Fresh money

IVVISHARES TR

NEW·0.3% book·−19

Adds · 1

TSCOTRACTOR SUPPLY CO

ADD +380%·5.1% book·+2

Trims · 3

EWEDWARDS LIFESCIENCES CORP

TRIM -6%·5.1% book·−15

CDWCDW CORP

TRIM -6%·3.2% book·+3

POOLPOOL CORP

TRIM -11%·2.0% book·−10

Current top holdings

#	Ticker	Weight	Conviction
1	AAPL Apple Inc.	10.2%	−20
2	TSM Taiwan Semiconductor	9.1%	−3
3	V Visa	8.4%	−14
4	BRK.B Berkshire Hathaway	7.8%	−5
5	GOOG Alphabet Class C	6.5%	−1
6	FICO Fair Isaac	5.9%	+31

Other quarters for David Rolfe

Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.