Manager
David Rolfe
SEC filing name: WEDGEWOOD PARTNERS INC
All 13F filings
This quarter’s activity
2026 Q1 vs 2025 Q4 · filed 5/15/2026
| Action | Issuer | Δ Shares | Δ Port % |
|---|---|---|---|
| New | PROGRESSIVE CORP | +83,352 | +3.41 pp |
| Exit | PAYPAL HLDGS INC | -215,900 | -2.35 pp |
| Reduce | TAIWAN SEMICONDUCTOR MANUFAC | -55,308 | -1.45 pp |
| New | TOLL BROTHERS INC | +88,275 | +2.49 pp |
| Reduce | MICROSOFT CORP | -3,577 | -1.35 pp |
| Reduce | META PLATFORMS INC | -3,330 | -0.75 pp |
| Reduce | BOOKING HOLDINGS INC | -300 | -1.02 pp |
| Add | AMAZON COM INC | +41,641 | +1.79 pp |
| Reduce | ALPHABET INC | -8,212 | -0.34 pp |
| Reduce | VISA INC | -4,141 | -0.53 pp |
| Reduce | ISHARES TR | -11,495 | -1.02 pp |
| Reduce | APPLE INC | -7,792 | -0.17 pp |
| Filing ID | Report period | Holdings | Value ($000) | Form type | Date filed | Name |
|---|---|---|---|---|---|---|
| 000085980426000004 | Q1 2026 | 22 | 484,285,577 | 13F-HR | 5/15/2026 | WEDGEWOOD PARTNERS INC |
| 000085980426000002 | Q4 2025 | 21 | 535,491,123 | 13F-HR | 2/17/2026 | WEDGEWOOD PARTNERS INC |
| 000085980425000009 | Q3 2025 | 19 | 547,897,792 | 13F-HR | 11/14/2025 | WEDGEWOOD PARTNERS INC |
| 000085980425000006 | Q2 2025 | 19 | 515,189,619 | 13F-HR | 8/14/2025 | WEDGEWOOD PARTNERS INC |
| 000085980425000004 | Q1 2025 | 20 | 496,460,184 | 13F-HR | 5/15/2025 | WEDGEWOOD PARTNERS INC |
| 000085980425000002 | Q4 2024 | 19 | 507,932,876 | 13F-HR | 2/14/2025 | WEDGEWOOD PARTNERS INC |
| 000085980424000009 | Q3 2024 | 19 | 550,833,283 | 13F-HR | 11/14/2024 | WEDGEWOOD PARTNERS INC |