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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

#TickerWeight
1AAPL
Apple Inc.
10.2%
2TSM
Taiwan Semiconductor
9.1%
3V
Visa
8.4%
4BRK.B
Berkshire Hathaway
7.8%
5GOOG
Alphabet Class C
6.5%
6FICO
Fair Isaac
5.9%
Other quarters for David Rolfe

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