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  NOV Inc. (NOV)
← All NOV superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2017   Q3 0 0.00 Sell 100.00% 0.01 $29.90–36.48 · VW $32.82i SEC
2017   Q2 10,325 0.01 Reduce 2.36% <0.01 $31.39–40.33 · VW $34.28i $340,000 SEC
2017   Q1 10,575 0.01 Reduce 23.51% <0.01 $36.44–41.90 · VW $39.23i $423,000 SEC
2016   Q4 13,825 0.01 Reduce 69.62% 0.03 $31.03–43.63 · VW $36.11i $517,000 SEC
2016   Q3 45,500 0.04 Reduce 15.35% <0.01 $29.79–38.55 · VW $33.90i $1,671,000 SEC
2016   Q2 53,750 0.04 Reduce 18.10% <0.01 $26.86–37.49 · VW $33.48i $1,808,000 SEC
2016   Q1 65,625 0.04 Reduce 5.51% <0.01 $25.74–35.20 · VW $30.87i $2,040,000 SEC
2015   Q4 69,450 0.04 Reduce 99.02% 4.02 $32.89–42.62 · VW $36.89i $2,325,000 SEC
2015   Q3 7,084,117 4.06 Reduce 4.29% 0.22 $34.54–48.47 · VW $40.68i $266,717,000 SEC
2015   Q2 7,401,742 5.04 Add 6.33% 0.30 $47.47–56.64 · VW $51.51i $357,356,000 SEC
2015   Q1 6,961,169 4.96 Add 46.66% 1.58 $46.08–66.02 · VW $53.79i $347,988,000 SEC
2014   Q4 4,746,336 4.42 Add 103.53% 2.25 $60.88–76.73 · VW $68.71i $311,027,000 SEC
2014   Q3 2,332,028 3.02 Add 6.19% 0.18 $75.23–86.55 · VW $81.90i $177,467,000 SEC
2014   Q2 2,196,060 3.31 Add 0.09% <0.01 $69.38–82.75 · VW $74.60i $180,846,000 SEC
2014   Q1 2,194,173 2.95 Add 14.04% 0.36 $65.53–72.43 · VW $68.68i $154,067,000 SEC
2013   Q4 1,924,104 2.98 Add 6.10% 0.17 $69.07–76.38 · VW $72.74i $137,984,000 SEC
2013   Q3 1,813,397 3.19 Add 8.21% 0.24 $61.38–72.38 · VW $66.46i $127,722,000 SEC
2013   Q2 1,675,844 3.93 Add 23.81% 0.76 $56.88–64.92 · VW $61.23i $104,117,000 SEC
2013   Q1 1,353,533 5.48 Add 49.67% 1.82 $59.12–67.63 · VW $63.14i $86,350,000 SEC
2012   Q4 904,332 4.97 Add 41.77% 1.46 $58.45–74.36 · VW $63.84i $55,736,000 SEC
2012   Q3 637,885 5.67 Reduce 15.03% 0.94 $57.38–81.11 · VW $68.47i $46,078,000 SEC
2012   Q2 750,728 6.27 Add 60.76% 2.37 $53.26–73.59 · VW $62.64i $43,622,000 SEC
2012   Q1 466,997 5.01 Add 34.40% 1.28 $62.49–79.10 · VW $70.93i $33,465,000 SEC
2011   Q4 347,477 4.50 Add 5.73% 0.24 $43.26–68.58 · VW $60.72i $21,303,000 SEC
2011   Q3 328,657 3.02 Buy 3.02 $44.70–78.19 · VW $60.92i $15,179,000 SEC
2010   Q1 0 0.00 Sell 100.00% 0.44 $35.53–43.18 · VW $38.60i SEC
2009   Q4 37,906 0.44 Reduce 89.22% 3.88 $36.15–45.24 · VW $39.29i $1,506,000 SEC
2009   Q3 351,515 4.34 Add 7.69% 0.31 $25.93–40.19 · VW $33.53i $13,670,000 SEC
2009   Q2 326,410 3.76 Reduce 9.64% 0.41 $24.82–36.69 · VW $30.56i $9,612,000 SEC
2009   Q1 361,221 4.24 Add 1.82% 0.08 $20.01–31.09 · VW $25.13i $9,351,000 SEC
2008   Q4 354,772 4.00 Add 159.46% 2.46 $15.87–44.62 · VW $26.40i $7,818,000 SEC
2008   Q3 136,737 2.35 Buy 2.35 $38.58–83.59 · VW $61.10i $6,193,000 SEC
Price snapshot:
Current price$19.13
52-week low$11.50
52-week high$21.46