David Rolfe - Wedgewood Partners
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    22
Portfolio value:    $484,285,577
Holdings Activity Buys Sells    History
Holding/activity history for  Booking Holdings Inc. (BKNG)
← All BKNG superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 137,925 4.80 Reduce 5.16% 0.30 $150.62–220.75 · VW $179.41i $23,229,839 SEC
2025   Q4 145,425 5.82 Reduce 1.41% 0.08 $182.84–225.00 · VW $204.94i $31,153,711 SEC
2025   Q3 147,500 5.81 Add 4.33% 0.24 $213.56–233.58 · VW $221.74i $31,857,356 SEC
2025   Q2 141,375 6.01 Reduce 2.68% 0.16 $163.85–231.96 · VW $206.78i $30,968,872 SEC
2025   Q1 145,275 6.11 Reduce 0.09% <0.01 $171.18–211.28 · VW $191.83i $30,314,781 SEC
2024   Q4 145,400 5.69 Reduce 4.45% 0.25 $162.44–213.49 · VW $195.84i $28,897,558 SEC
2024   Q3 152,175 5.51 Reduce 0.94% 0.04 $127.20–170.92 · VW $153.27i $30,359,684 SEC
2024   Q2 153,625 4.31 Reduce 2.29% 0.11 $135.76–161.60 · VW $147.47i $21,134,466 SEC
2024   Q1 157,225 4.77 Reduce 1.95% 0.10 $135.36–156.72 · VW $143.02i $23,851,627 SEC
2023   Q4 160,350 5.06 Reduce 2.31% 0.11 $109.32–143.22 · VW $124.07i $24,037,171 SEC
2023   Q3 164,150 4.85 Reduce 28.11% 1.12 $104.98–130.07 · VW $120.33i $20,249,216 SEC
2023   Q2 228,325 3.98 Add 2.57% 0.10 $98.28–111.47 · VW $104.80i $24,661,000 SEC
2023   Q1 222,600 4.00 Add 1.84% 0.07 $80.22–106.43 · VW $98.32i $23,616,000 SEC
2022   Q4 218,575 3.24 Reduce 5.70% 0.16 $64.67–86.09 · VW $77.26i $17,618,000 SEC
2022   Q3 231,775 2.87 Reduce 5.48% 0.16 $65.67–86.44 · VW $74.45i $15,233,000 SEC
2022   Q2 245,200 2.96 Add 0.67% 0.02 $68.12–96.73 · VW $84.83i $17,153,000 SEC
2022   Q1 243,575 3.23 Add 10.10% 0.30 $71.86–108.63 · VW $91.70i $22,880,000 SEC
2021   Q4 221,225 2.82 Add 38.18% 0.78 $82.29–107.49 · VW $92.96i $21,230,000 SEC
2021   Q3 160,100 2.14 Add 1.78% 0.04 $82.14–101.60 · VW $90.39i $15,201,000 SEC
2021   Q2 157,300 2.00 Add 16.50% 0.28 $86.47–100.64 · VW $93.90i $13,767,000 SEC
2021   Q1 135,025 1.94 Buy 1.94 $74.43–98.78 · VW $88.36i $12,582,000 SEC
2020   Q2 0 0.00 Sell 100.00% 3.46 $48.12–74.88 · VW $62.00i SEC
2020   Q1 338,675 3.46 Reduce 58.75% 4.02 $44.29–83.76 · VW $64.95i $18,224,000 SEC
2019   Q4 820,975 6.84 Reduce 6.65% 0.41 $73.07–83.31 · VW $78.81i $67,441,000 SEC
2019   Q3 879,475 6.12 Reduce 6.64% 0.40 $70.20–83.27 · VW $77.31i $69,041,000 SEC
2019   Q2 942,075 5.98 Reduce 16.20% 0.93 $65.62–75.81 · VW $71.32i $70,643,000 SEC
2019   Q1 1,124,175 5.73 Reduce 19.83% 1.27 $65.48–78.09 · VW $70.47i $78,462,000 SEC
2018   Q4 1,402,325 6.41 Add 2.85% 0.18 $64.25–80.78 · VW $73.71i $96,615,000 SEC
2018   Q3 1,363,525 5.42 Reduce 7.48% 0.45 $72.62–85.28 · VW $79.07i $108,209,000 SEC
2018   Q2 1,473,700 6.03 Reduce 11.46% 0.73 $79.20–88.07 · VW $84.01i $119,492,000 SEC
2018   Q1 1,664,450 6.37 Buy 6.37 $68.56–89.16 · VW $79.05i $138,507,000 SEC
Price snapshot:
Current price$175.80
Avg. buy price$98.96
+/- since buy77.65%
52-week low$149.76
52-week high$229.86