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  SLB N.V. (SLB)
← All SLB superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2022   Q1 0 0.00 Sell 100.00% 0.07 $36.67–48.69 · VW $43.77i SEC
2021   Q4 17,250 0.07 $29.91 $516,000 SEC
2021   Q3 17,250 0.07 $29.62 $511,000 SEC
2021   Q2 17,250 0.08 $32.00 $552,000 SEC
2021   Q1 17,250 0.07 Reduce 4.56% <0.01 $24.52–34.33 · VW $30.06i $469,000 SEC
2020   Q4 18,075 0.06 Reduce 8.83% <0.01 $20.87–29.87 · VW $26.22i $394,000 SEC
2020   Q3 19,825 0.05 Reduce 2.46% <0.01 $13.70–22.50 · VW $19.00i $308,000 SEC
2020   Q2 20,325 0.06 Reduce 2.98% <0.01 $16.96–23.74 · VW $19.90i $373,000 SEC
2020   Q1 20,950 0.05 Reduce 3.34% <0.01 $11.87–27.91 · VW $19.42i $282,000 SEC
2019   Q4 21,675 0.09 Reduce 25.71% 0.02 $25.45–41.14 · VW $31.23i $871,000 SEC
2019   Q3 29,175 0.09 Reduce 12.58% 0.01 $30.65–40.25 · VW $35.70i $996,000 SEC
2019   Q2 33,375 0.11 $39.73 $1,326,000 SEC
2019   Q1 33,375 0.11 Reduce 3.12% <0.01 $34.46–48.88 · VW $39.34i $1,454,000 SEC
2018   Q4 34,450 0.08 Reduce 97.38% 3.90 $34.99–46.61 · VW $41.89i $1,242,000 SEC
2018   Q3 1,314,269 4.01 Reduce 10.55% 0.52 $44.68–63.65 · VW $51.14i $80,064,000 SEC
2018   Q2 1,469,353 4.97 Reduce 9.12% 0.44 $61.82–70.47 · VW $65.15i $98,490,000 SEC
2018   Q1 1,616,742 4.82 Reduce 5.66% 0.26 $62.02–75.43 · VW $68.71i $104,732,000 SEC
2017   Q4 1,713,691 4.67 Reduce 20.46% 1.05 $61.78–80.35 · VW $69.26i $115,484,000 SEC
2017   Q3 2,154,457 5.13 Reduce 11.45% 0.56 $61.02–70.01 · VW $64.63i $150,293,000 SEC
2017   Q2 2,432,953 4.91 Reduce 15.52% 0.90 $62.56–70.69 · VW $65.59i $160,184,000 SEC
2017   Q1 2,880,003 5.79 Reduce 9.48% 0.62 $68.23–82.69 · VW $73.50i $224,926,000 SEC
2016   Q4 3,181,718 6.52 Reduce 14.95% 0.92 $79.48–87.84 · VW $82.56i $267,104,000 SEC
2016   Q3 3,741,101 6.17 Reduce 6.28% 0.40 $74.33–84.37 · VW $80.92i $294,200,000 SEC
2016   Q2 3,991,924 6.40 Reduce 8.75% 0.51 $74.53–83.97 · VW $79.17i $315,681,000 SEC
2016   Q1 4,374,627 5.85 Reduce 8.05% 0.46 $71.34–81.96 · VW $76.53i $322,628,000 SEC
2015   Q4 4,757,412 5.70 Reduce 9.69% 0.54 $59.60–78.22 · VW $69.85i $331,829,000 SEC
2015   Q3 5,267,799 5.53 Add 21.85% 0.99 $66.57–82.43 · VW $75.38i $363,320,000 SEC
2015   Q2 4,323,129 5.26 Add 1.42% 0.07 $68.01–92.61 · VW $79.33i $372,610,000 SEC
2015   Q1 4,262,624 5.07 Add 3.00% 0.15 $79.39–95.13 · VW $88.43i $355,673,000 SEC
2014   Q4 4,138,543 5.02 Add 80.07% 2.23 $75.60–89.00 · VW $82.92i $353,473,000 SEC
2014   Q3 2,298,360 3.97 Add 6.41% 0.24 $83.25–109.93 · VW $93.04i $233,720,000 SEC
2014   Q2 2,159,911 4.66 Add 3.25% 0.15 $102.91–118.76 · VW $110.44i $254,761,000 SEC
2014   Q1 2,091,930 3.90 Add 7.64% 0.28 $88.88–104.21 · VW $99.04i $203,963,000 SEC
2013   Q4 1,943,361 3.78 Add 5.42% 0.19 $84.91–93.84 · VW $90.58i $175,116,000 SEC
2013   Q3 1,843,477 4.07 Add 6.31% 0.24 $81.68–94.91 · VW $88.34i $162,889,000 SEC
2013   Q2 1,734,079 4.69 Add 23.31% 0.89 $70.25–85.02 · VW $78.74i $124,264,000 SEC
2013   Q1 1,406,277 6.68 Add 28.87% 1.50 $69.08–79.74 · VW $73.95i $105,316,000 SEC
2012   Q4 1,091,218 6.74 Buy 6.74 $67.60–82.00 · VW $75.82i $75,621,000 SEC
2000   Q3 0 0.00 Sell 100.00% 0.17 $30.59–43.84 · VW $35.15i SEC
2000   Q2 7,500 0.17 Reduce 95.20% 3.58 $34.31–44.44 · VW $40.47i $280,000 SEC
2000   Q1 156,250 3.76 $38.26 $5,977,000 SEC
Price snapshot:
Current price$47.36
52-week low$31.05
52-week high$58.51