David Rolfe – Wedgewood Partners Portfolio Activity & Recent Trades (Jun 30, 2025)
As of Jun 30, 2025, the Wedgewood Partners portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Aug 14, 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 Q2 2025, the filing reported:
New Buys – Zoetis Inc. (ZTS)
Increases – O'Reilly Automotive, Inc. (ORLY), Old Dominion Freight Line, Inc. (ODFL), United Rentals, Inc. (URI), Pool Corporation (POOL), CDW Corporation (CDW)
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
Wedgewood Partners Activity
| Date | Symbol | Type | Quantity |
|---|---|---|---|
Q3 2013Sep 30, 2013 | VRSK Verisk Analytics, Inc. | Sell - Position Exit | -1,630,306-100.0% |
Q2 2013Jun 30, 2013 | SCHW Charles Schwab Corporation (The | Buy - Position Entry | +5,338,138 |
Q2 2013Jun 30, 2013 | CTSH Cognizant Technology Solutions | Buy - Position Entry | +2,773,365 |
Q2 2013Jun 30, 2013 | QCOM QUALCOMM Incorporated | Buy - Position Entry | +2,623,177 |
Q2 2013Jun 30, 2013 | GILD Gilead Sciences, Inc. | Buy - Position Entry | +1,872,512 |
Q2 2013Jun 30, 2013 | VRSK Verisk Analytics, Inc. | Buy - Position Entry | +1,630,306 |
Q2 2013Jun 30, 2013 | SLB Schlumberger N.V. | Buy - Position Entry | +1,243,079 |
Q2 2013Jun 30, 2013 | CMI Cummins Inc. | Buy - Position Entry | +1,053,711 |
Q2 2013Jun 30, 2013 | SRCL Stericycle, Inc. | Buy - Position Entry | +917,848 |
Q2 2013Jun 30, 2013 | V Visa Inc. | Buy - Position Entry | +592,647 |