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  Sysco Corp. (SYY)
← All SYY superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2006   Q4 0 0.00 Sell 100.00% 0.07 $33.80–37.04 · VW $35.13i SEC
2006   Q3 5,474 0.07 $49.14 $269,000 SEC
2006   Q2 5,474 0.07 $44.76 $245,000 SEC
2006   Q1 5,474 0.09 $55.72 $305,000 SEC
2005   Q4 5,474 0.11 Reduce 98.73% 5.20 $29.98–33.21 · VW $31.29i $340,000 SEC
2005   Q3 431,145 5.26 Add 30.12% 1.22 $30.96–36.31 · VW $33.06i $13,525,000 SEC
2005   Q2 331,345 6.03 Add 3.48% 0.20 $34.69–38.04 · VW $36.26i $11,991,000 SEC
2005   Q1 320,210 6.09 Buy 6.09 $32.57–36.52 · VW $34.56i $11,463,000 SEC
Price snapshot:
Current price$83.46
52-week low$67.23
52-week high$90.56