What David Rolfe bought and sold in Q1 2026

In Q1 2026, David Rolfe (Wedgewood Partners) opened 2 new positions — including PGR (3.4%), TOL (2.5%), added to 1, trimmed 2, exited 1 (PYPL). The book stood at $484M across 22 positions, filed May 15, 2026.

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.