What did David Rolfe buy in Q4 2024?

David Rolfe opened 1 new position (IWF) and added to 1 existing holding in the Q4 2024 13F.

What did David Rolfe sell in Q4 2024?

David Rolfe exited 1 position (TPL) and trimmed 0.

What David Rolfe bought and sold in Q4 2024

In Q4 2024, David Rolfe (Wedgewood Partners) opened 1 new position — including IWF (0.3%), added to 1, exited 1 (TPL). The book stood at $508M across 19 positions, filed Feb 14, 2025.

1New1Added0Trimmed1Exited

Share𝕏 in

New positions (1)

IWFIshares Russell 1000 Growth0.3% · $2M

Added to (1)

TSCOTractor Supply Company+380% shares · 5.0% · $25M

Exited (1)

TPLTexas Pacific Land Corpwas 3.3% of book

David Rolfe's other filings

Q1 2026 changes Q4 2025 changes Q2 2025 changes Q1 2025 changes

David Rolfe's full portfolio →The whole cohort in Q4 2024 →

Changes vs the prior quarter's 13F, long US equity positions only (no shorts, options, or non-US listings). ADD/TRIM are share- count changes of ±20% or more. Sourced from SEC EDGAR. Not investment advice.