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·0
Adds · 1
Adding to conviction
TSCOTRACTOR SUPPLY CO
ADD +380%·5.1% book·+1
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Trims · 3
Taking chips off
EWEDWARDS LIFESCIENCES CORP
TRIM -6%·5.1% book·−8
CDWCDW CORP
TRIM -6%·3.2% book·+3
POOLPOOL CORP
TRIM -11%·2.0% book·−12
Current top holdings
David Rolfe’s book, latest snapshot
Other quarters for David Rolfe
Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.