David Rolfe · quarter digest

What David Rolfe did in Q1 2026

Wedgewood Partners filed 6 moves in Q1 2026: 1 new, 2 add, 2 trim, 1 exit.

13F filed 2026-05-15. Manager quality score: q9. Philosophy: Concentrated quality. 20 businesses maximum. Buffett-disciplined.

New positions · 1

Fresh money

PGRPROGRESSIVE CORP

NEW·3.5% book·0

Adds · 2

AMZNAMAZON COM INC

ADD +71%·4.4% book·−13

ZTSZOETIS INC

ADD +8%·2.9% book·−1

Trims · 2

TSMTAIWAN SEMICONDUCTOR MANUFAC

TRIM -30%·9.3% book·−3

IVVISHARES TR

TRIM -96%·0.0% book·−19

Exits · 1

PYPLPAYPAL HLDGS INC

EXIT·0.0% book·−27

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%	−10
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.