David Rolfe · quarter digest

What David Rolfe did in Q1 2025

Wedgewood Partners filed 9 moves in Q1 2025: 0 new, 5 add, 4 trim, 0 exit.

13F filed 2025-05-15. Manager quality score: q9. Philosophy: Concentrated quality. 20 businesses maximum. Buffett-disciplined.

Adds · 5

Adding to conviction

MSFTMICROSOFT CORP

ADD +18%·7.3% book·+2

CDWCDW CORP

ADD +27%·4.6% book·+3

ORLYOREILLY AUTOMOTIVE INC

ADD +49%·3.5% book·+1

ODFLOLD DOMINION FREIGHT LINE IN

ADD +43%·3.0% book·+6

IVVISHARES TR

ADD +96%·0.6% book·0

Trims · 4

METAMETA PLATFORMS INC

TRIM -13%·9.6% book·−4

VVISA INC

TRIM -26%·6.7% book·+8

EWEDWARDS LIFESCIENCES CORP

TRIM -43%·3.1% book·−8

UNHUNITEDHEALTH GROUP INC

TRIM -81%·0.7% book·−4

Current top holdings

#	Ticker	Weight	Conviction
1	AAPL Apple Inc.	10.2%	−29
2	TSM Taiwan Semiconductor	9.1%	+7
3	V Visa	8.4%	+8
4	BRK.B Berkshire Hathaway	7.8%	−1
5	GOOG Alphabet Class C	6.5%	−13
6	FICO Fair Isaac	5.9%	+32

Other quarters for David Rolfe

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