What did David Rolfe buy in Q1 2025?

David Rolfe opened 1 new position (URI) and added to 5 existing holdings in the Q1 2025 13F.

What did David Rolfe sell in Q1 2025?

David Rolfe exited 0 positions and trimmed 3.

What David Rolfe bought and sold in Q1 2025

In Q1 2025, David Rolfe (Wedgewood Partners) opened 1 new position — including URI (3.6%), added to 5, trimmed 3. The book stood at $496M across 20 positions, filed May 15, 2025.

1New5Added3Trimmed0Exited

Share𝕏 in

New positions (1)

URIUnited Rentals Inc3.6% · $18M

Added to (5)

CDWCdw Corp/de+27% shares · 4.4% · $22M
SPGIS&p Global Inc+46% shares · 3.5% · $17M
ORLYO'reilly Automotive Inc+49% shares · 3.4% · $17M
ODFLOld Dominion Freight Line+43% shares · 2.8% · $14M
IWFIshares Russell 1000 Growth+96% shares · 0.6% · $3M

Trimmed (3)

VVisa Inc-class A Shares-26% shares · 6.4% · $32M
EWEdwards Lifesciences Corp-43% shares · 3.0% · $15M
UNHUnitedhealth Group Inc-81% shares · 0.6% · $3M

David Rolfe's other filings

Q1 2026 changes Q4 2025 changes Q2 2025 changes Q4 2024 changes

David Rolfe's full portfolio →The whole cohort in Q1 2025 →

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.