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
← All EXPD superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2013   Q2 0 0.00 Sell 100.00% 6.46 $36.45–42.95 · VW $39.99i SEC
2013   Q1 2,849,284 6.46 Add 40.75% 1.87 $34.83–40.71 · VW $38.19i $101,748,000 SEC
2012   Q4 2,024,410 7.14 Add 27.14% 1.52 $36.08–43.80 · VW $39.58i $80,065,000 SEC
2012   Q3 1,592,291 7.13 Add 14.47% 0.90 $34.20–39.45 · VW $37.02i $57,896,000 SEC
2012   Q2 1,391,005 7.75 Add 123.88% 4.29 $34.83–40.50 · VW $37.31i $53,901,000 SEC
2012   Q1 621,327 4.33 Add 47.92% 1.40 $37.18–47.48 · VW $40.97i $28,898,000 SEC
2011   Q4 420,029 3.63 Add 9.54% 0.32 $39.13–45.00 · VW $42.60i $17,204,000 SEC
2011   Q3 383,448 3.09 Buy 3.09 $38.25–47.73 · VW $43.16i $15,548,000 SEC
2011   Q1 0 0.00 Sell 100.00% 2.29 $45.91–55.30 · VW $51.34i SEC
2010   Q4 228,451 2.29 Reduce 54.04% 2.63 $46.78–57.15 · VW $50.58i $12,473,000 SEC
2010   Q3 497,054 4.88 Add 0.53% 0.03 $39.92–53.43 · VW $48.75i $22,978,000 SEC
2010   Q2 494,421 4.34 Add 4.71% 0.19 $33.65–44.37 · VW $39.21i $17,062,000 SEC
2010   Q1 472,196 4.33 Add 22.15% 0.79 $35.96–42.39 · VW $38.86i $17,433,000 SEC
2009   Q4 386,579 3.93 Reduce 46.99% 5.99 $32.10–38.11 · VW $35.56i $13,425,000 SEC
2009   Q3 729,213 12.74 Add 99.67% 6.36 $31.27–37.04 · VW $33.41i $40,079,000 SEC
2009   Q2 365,216 4.76 Reduce 9.85% 0.51 $28.50–35.79 · VW $32.32i $12,176,000 SEC
2009   Q1 405,121 5.20 Reduce 0.20% 0.01 $23.86–38.10 · VW $31.59i $11,460,000 SEC
2008   Q4 405,937 6.91 Reduce 9.68% 0.58 $26.94–35.33 · VW $29.94i $13,505,000 SEC
2008   Q3 449,428 5.95 Add 2.61% 0.15 $24.05–41.10 · VW $32.86i $15,658,000 SEC
2008   Q2 437,991 6.25 Reduce 1.57% 0.10 $33.71–48.12 · VW $39.31i $18,833,000 SEC
2008   Q1 444,979 6.64 Reduce 6.18% 0.39 $38.16–49.92 · VW $45.05i $20,009,000 SEC
2007   Q4 474,293 6.32 Reduce 3.96% 0.25 $39.24–48.91 · VW $42.49i $21,191,000 SEC
2007   Q3 493,863 6.26 Reduce 8.14% 0.49 $42.09–53.48 · VW $47.50i $23,359,000 SEC
2007   Q2 537,636 6.05 Add 1.23% 0.07 $40.80–54.46 · VW $46.48i $22,204,000 SEC
2007   Q1 531,105 5.80 Buy 5.80 $40.51–48.70 · VW $44.29i $21,945,000 SEC
Price snapshot:
Current price$175.50
52-week low$109.34
52-week high$177.10