David Rolfe - Wedgewood Partners 13F Activity & Position Changes (Q1 2025)
According to the SEC 13F filed on May 15, 2025, the Wedgewood Partners portfolio showed several notable changes in holdings as of quarter-end Mar 31, 2025. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q1 2025, the filing reported:
New Buys - United Rentals, Inc.
Increases - Apple Inc., CDW Corporation, Alphabet Inc., iShares Russell 1000 Growth ETF, Microsoft Corporation, and 7 more
Reductions - Booking Holdings Inc. Common St, Copart, Inc., Edwards Lifesciences Corporatio, Meta Platforms, Inc., Taiwan Semiconductor Manufactur, and 2 more
Complete Exits - None reported
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q1 2025
|
AAPL
Apple Inc.
|
Buy |
+1,236
|
|
Q1 2025
|
BKNG
Booking Holdings Inc. Common St
|
Sell |
-5
|
|
Q1 2025
|
CDW
CDW Corporation
|
Buy |
+24,817
|
|
Q1 2025
|
CPRT
Copart, Inc.
|
Sell |
-26
|
|
Q1 2025
|
EW
Edwards Lifesciences Corporatio
|
Sell |
-147,618
|
|
Q1 2025
|
GOOGL
Alphabet Inc.
|
Buy |
+893
|
|
Q1 2025
|
IWF
iShares Russell 1000 Growth ETF
|
Buy |
+3,714
|
|
Q1 2025
|
META
Meta Platforms, Inc.
|
Sell |
-10,004
|
|
Q1 2025
|
MSFT
Microsoft Corporation
|
Buy |
+11,942
|
|
Q1 2025
|
MSI
Motorola Solutions, Inc.
|
Buy |
+99
|
|
Q1 2025
|
ODFL
Old Dominion Freight Line, Inc.
|
Buy |
+24,965
|
|
Q1 2025
|
ORLY
O'Reilly Automotive, Inc.
|
Buy |
+4,129
|
|
Q1 2025
|
POOL
Pool Corporation
|
Buy |
+466
|
|
Q1 2025
|
PYPL
PayPal Holdings, Inc.
|
Buy |
+3,946
|
|
Q1 2025
|
SPGI
S&P Global Inc.
|
Buy |
+10,731
|
|
Q1 2025
|
TSCO
Tractor Supply Company
|
Buy |
+469
|
|
Q1 2025
|
TSM
Taiwan Semiconductor Manufactur
|
Sell |
-15
|
|
Q1 2025
|
UNH
UnitedHealth Group Incorporated
|
Sell |
-45,082
|
|
Q1 2025
|
URI
United Rentals, Inc.
|
Buy - Position Entry |
+24,829
|
|
Q1 2025
|
V
Visa Inc.
|
Sell |
-31,511
|