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  Texas Pacific Land Corp. (TPL)
← All TPL superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2024   Q4 0 0.00 Sell 100.00% 3.27 $362.92–536.99 · VW $458.63i SEC
2024   Q3 39,573 3.27 Reduce 1.29% 0.03 $255.50–589.71 · VW $459.53i $18,024,367 SEC
2024   Q2 40,089 2.27 Reduce 2.45% 0.04 $192.85–293.71 · VW $258.73i $11,127,426 SEC
2024   Q1 41,097 1.65 Reduce 3.05% 0.04 $164.47–211.02 · VW $193.42i $8,240,794 SEC
2023   Q4 42,390 1.41 Reduce 1.49% 0.03 $155.87–196.11 · VW $175.68i $6,709,713 SEC
2023   Q3 43,029 2.09 Reduce 29.83% 0.43 $177.82–222.22 · VW $195.27i $8,718,479 SEC
2023   Q2 61,317 1.45 Reduce 4.16% 0.09 $140.69–217.78 · VW $189.29i $8,969,000 SEC
2023   Q1 63,981 2.05 Reduce 16.10% 0.59 $141.76–204.18 · VW $163.60i $12,093,000 SEC
2022   Q4 76,257 3.65 Reduce 19.10% 0.67 $192.01–295.49 · VW $228.43i $19,864,000 SEC
2022   Q3 94,266 3.50 Reduce 3.39% 0.09 $178.74–304.33 · VW $257.05i $18,615,000 SEC
2022   Q2 97,569 2.79 Reduce 3.08% 0.07 $153.57–211.00 · VW $189.69i $16,132,000 SEC
2022   Q1 100,665 2.13 Add 13.77% 0.26 $130.22–177.33 · VW $160.52i $15,122,000 SEC
2021   Q4 88,479 1.63 Buy 1.63 $105.14–148.92 · VW $128.71i $12,277,000 SEC
Price snapshot:
Current price$408.92
52-week low$268.51
52-week high$545.74