David Rolfe - Wedgewood Partners 13F Activity & Position Changes (Q3 2025)
According to the SEC 13F filed on Nov 14, 2025, the Wedgewood Partners portfolio showed several notable changes in holdings as of quarter-end Sep 30, 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 Q3 2025, the filing reported:
New Buys - None reported
Increases - Apple Inc., Booking Holdings Inc. Common St, CDW Corporation, Copart, Inc., Edwards Lifesciences Corporatio, and 13 more
Reductions - Taiwan Semiconductor Manufactur
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 |
|---|---|---|---|
|
Q3 2025
|
AAPL
Apple Inc.
|
Buy |
+5,033
|
|
Q3 2025
|
BKNG
Booking Holdings Inc. Common St
|
Buy |
+245
|
|
Q3 2025
|
CDW
CDW Corporation
|
Buy |
+4,401
|
|
Q3 2025
|
CPRT
Copart, Inc.
|
Buy |
+16,729
|
|
Q3 2025
|
EW
Edwards Lifesciences Corporatio
|
Buy |
+6,667
|
|
Q3 2025
|
GOOGL
Alphabet Inc.
|
Buy |
+5,929
|
|
Q3 2025
|
META
Meta Platforms, Inc.
|
Buy |
+2,264
|
|
Q3 2025
|
MSFT
Microsoft Corporation
|
Buy |
+2,603
|
|
Q3 2025
|
MSI
Motorola Solutions, Inc.
|
Buy |
+1,966
|
|
Q3 2025
|
ODFL
Old Dominion Freight Line, Inc.
|
Buy |
+3,227
|
|
Q3 2025
|
ORLY
O'Reilly Automotive, Inc.
|
Buy |
+6,458
|
|
Q3 2025
|
POOL
Pool Corporation
|
Buy |
+1,078
|
|
Q3 2025
|
PYPL
PayPal Holdings, Inc.
|
Buy |
+18,810
|
|
Q3 2025
|
SPGI
S&P Global Inc.
|
Buy |
+1,242
|
|
Q3 2025
|
TSCO
Tractor Supply Company
|
Buy |
+17,144
|
|
Q3 2025
|
TSM
Taiwan Semiconductor Manufactur
|
Sell |
-8,218
|
|
Q3 2025
|
URI
United Rentals, Inc.
|
Buy |
+862
|
|
Q3 2025
|
V
Visa Inc.
|
Buy |
+3,517
|
|
Q3 2025
|
ZTS
Zoetis Inc.
|
Buy |
+4,179
|