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  DNOW Inc. (DNOW)
← All DNOW superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2014   Q3 0 0.00 Sell 100.00% 0.32 $29.85–37.25 · VW $32.36i SEC
2014   Q2 478,947 0.32 Buy 0.32 $31.37–37.65 · VW $35.08i
IPO/listing quarter
$17,343,000 SEC
Price snapshot:
Current price$13.05
52-week low$10.94
52-week high$17.26