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  Fastenal Co. (FAST)
← All FAST superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2020   Q2 0 0.00 Sell 100.00% 0.99 $17.58–23.53 · VW $21.55i SEC
2020   Q1 333,520 0.99 Reduce 86.65% 4.06 $13.36–19.66 · VW $17.04i $5,211,000 SEC
2019   Q4 2,499,078 4.68 Reduce 33.09% 1.79 $17.01–18.97 · VW $17.81i $46,168,000 SEC
2019   Q3 3,734,978 5.41 Reduce 6.51% 0.36 $14.19–18.90 · VW $17.02i $61,009,000 SEC
2019   Q2 3,995,158 5.51 Reduce 18.21% 1.04 $14.72–17.75 · VW $15.96i $65,099,000 SEC
2019   Q1 4,884,756 5.73 Reduce 20.74% 1.11 $14.95–17.97 · VW $16.85i $78,534,000 SEC
2018   Q4 6,163,172 5.35 Add 8.38% 0.41 $12.30–15.22 · VW $14.21i $80,567,000 SEC
2018   Q3 5,686,432 4.13 Reduce 9.04% 0.34 $12.00–15.28 · VW $13.38i $82,481,000 SEC
2018   Q2 6,251,828 3.80 Reduce 35.41% 2.15 $11.84–14.62 · VW $13.56i $75,224,000 SEC
2018   Q1 9,678,544 6.07 Reduce 12.19% 0.74 $12.13–14.69 · VW $13.10i $132,087,000 SEC
2017   Q4 11,022,180 6.10 Reduce 25.61% 1.48 $11.60–14.45 · VW $13.27i $150,700,000 SEC
2017   Q3 14,817,580 5.76 Add 6.64% 0.36 $9.95–12.24 · VW $11.31i $168,845,000 SEC
2017   Q2 13,895,368 4.63 Add 50.68% 1.56 $10.27–11.65 · VW $10.88i $151,215,000 SEC
2017   Q1 9,221,972 3.06 Reduce 7.55% 0.22 $11.06–13.19 · VW $11.80i $118,732,000 SEC
2016   Q4 9,974,716 2.86 Buy 2.86 $9.52–12.89 · VW $11.61i $117,152,000 SEC
Price snapshot:
Current price$47.05
52-week low$38.55
52-week high$49.83