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  Annaly Capital Management, Inc. (NLY)
← All NLY superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2023   Q2 0 0.00 Sell 100.00% 0.05 $17.51–21.04 · VW $19.41i SEC
2023   Q1 15,687 0.05 Reduce 13.86% <0.01 $17.55–24.43 · VW $21.12i $299,000 SEC
2022   Q4 18,211 0.07 Reduce 15.54% 0.01 $15.11–22.81 · VW $19.44i $383,000 SEC
2022   Q3 21,561 0.07 Add 6.14% <0.01 $17.16–27.96 · VW $23.17i $369,000 SEC
2022   Q2 20,313 0.08 $23.64 $480,000 SEC
2022   Q1 20,313 0.08 Reduce 14.92% 0.01 $25.80–32.72 · VW $29.24i $572,000 SEC
2021   Q4 23,875 0.10 $31.24 $746,000 SEC
2021   Q3 23,875 0.11 Reduce 2.55% <0.01 $32.68–35.96 · VW $34.29i $804,000 SEC
2021   Q2 24,500 0.13 $35.52 $870,000 SEC
2021   Q1 24,500 0.13 $34.36 $842,000 SEC
2020   Q4 24,500 0.12 $33.80 $828,000 SEC
2020   Q3 24,500 0.11 Add 1.29% <0.01 $25.16–30.88 · VW $28.99i $697,000 SEC
2020   Q2 24,188 0.11 Reduce 1.77% <0.01 $15.32–29.28 · VW $24.49i $634,000 SEC
2020   Q1 24,625 0.09 Add 20.49% 0.02 $14.04–42.00 · VW $29.80i $499,000 SEC
2019   Q4 20,438 0.08 Add 18.05% 0.01 $33.76–39.20 · VW $36.54i $770,000 SEC
2019   Q3 17,313 0.05 Add 14.47% <0.01 $32.28–38.92 · VW $35.48i $609,000 SEC
2019   Q2 15,125 0.05 Add 79.25% 0.02 $34.96–40.72 · VW $37.63i $552,000 SEC
2019   Q1 8,438 0.02 $39.96 $337,000 SEC
2018   Q4 8,438 0.02 Add 64.64% <0.01 $38.28–41.40 · VW $39.77i $331,000 SEC
2018   Q3 5,125 0.01 Reduce 9.39% <0.01 $40.48–43.12 · VW $41.89i $209,000 SEC
2018   Q2 5,656 0.01 $41.00 $232,000 SEC
2018   Q1 5,656 0.01 Reduce 12.57% <0.01 $40.00–47.68 · VW $42.22i $235,000 SEC
2017   Q4 6,469 0.01 $47.44 $307,000 SEC
2017   Q3 6,469 0.01 Reduce 18.18% <0.01 $46.80–50.32 · VW $48.74i $315,000 SEC
2017   Q2 7,906 0.01 Reduce 51.99% 0.01 $44.36–50.92 · VW $47.46i $381,000 SEC
2017   Q1 16,469 0.02 Reduce 15.95% <0.01 $39.80–45.48 · VW $42.85i $731,000 SEC
2016   Q4 19,594 0.02 Add 3.29% <0.01 $39.32–42.00 · VW $40.69i $781,000 SEC
2016   Q3 18,969 0.02 $41.96 $796,000 SEC
2016   Q2 18,969 0.02 Add 0.16% $40.64–44.52 · VW $42.68i $839,000 SEC
2016   Q1 18,938 0.01 Buy 0.01 $33.00–41.92 · VW $38.98i $777,000 SEC
Price snapshot:
Current price$22.53
52-week low$17.00
52-week high$23.10