David Rolfe · quarter digest

What David Rolfe did in Q3 2025

Wedgewood Partners filed 2 moves in Q3 2025: 0 new, 2 add, 0 trim, 0 exit.

13F filed 2025-11-14. Manager quality score: q9. Philosophy: Concentrated quality. 20 businesses maximum. Buffett-disciplined.

Adds · 2

Adding to conviction

ADD +6%·7.8% book·+2

“Adding Berkshire.”

ADD +22%·7.7% book·+16

“Building TSM position.”

Current top holdings

#	Ticker	Weight	Conviction
1	AAPL Apple Inc.	10.2%	−20
2	TSM Taiwan Semiconductor	9.1%	+16
3	V Visa	8.4%	+8
4	BRK.B Berkshire Hathaway	7.8%	+2
5	GOOG Alphabet Class C	6.5%	0
6	FICO Fair Isaac	5.9%	+28

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