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  Pool Corp. (POOL)
← All POOL superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2025   Q4 0 0.00 Sell 100.00% 1.83 $227.40–313.75 · VW $254.37i SEC
2025   Q3 32,322 1.83 Add 3.45% 0.06 $286.24–345.00 · VW $314.47i $10,022,190 SEC
2025   Q2 31,244 1.88 Add 3.20% 0.06 $282.22–326.70 · VW $300.14i $9,679,737 SEC
2025   Q1 30,276 1.88 Add 1.56% 0.03 $311.45–374.74 · VW $341.79i $9,355,845 SEC
2024   Q4 29,810 2.00 Reduce 11.10% 0.24 $337.58–395.60 · VW $363.56i $10,163,297 SEC
2024   Q3 33,532 2.14 Reduce 0.67% 0.02 $293.51–383.01 · VW $355.27i $11,776,260 SEC
2024   Q2 33,759 2.37 Reduce 1.62% 0.04 $299.24–403.61 · VW $353.58i $11,615,542 SEC
2024   Q1 34,316 2.63 Reduce 1.72% 0.05 $361.16–422.73 · VW $392.29i $13,145,576 SEC
2023   Q4 34,915 2.76 Reduce 2.79% 0.09 $308.46–405.01 · VW $347.71i $13,123,736 SEC
2023   Q3 35,916 3.06 Reduce 19.72% 0.53 $338.15–393.18 · VW $367.89i $12,789,651 SEC
2023   Q2 44,738 2.70 Add 0.24% <0.01 $307.77–379.68 · VW $342.05i $16,760,000 SEC
2023   Q1 44,631 2.59 Add 49.53% 0.86 $296.89–423.97 · VW $360.31i $15,283,000 SEC
2022   Q4 29,848 1.66 Reduce 1.24% 0.02 $278.10–360.34 · VW $315.77i $9,023,000 SEC
2022   Q3 30,223 1.81 Reduce 1.61% 0.03 $308.74–398.46 · VW $350.60i $9,616,000 SEC
2022   Q2 30,718 1.86 Buy 1.86 $324.14–473.98 · VW $395.84i $10,788,000 SEC
Price snapshot:
Current price$210.82
52-week low$172.68
52-week high$337.46