David Rolfe Options Holdings

Wedgewood Partners Inc

  • $466 Million
  • Q1 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
David Rolfe

David Rolfe

David Rolfe is the founder and managing partner of Wedgewood Partners, a successful investment firm that focuses on value investing. Rolfe is known for his expertise in value investing and his disciplined approach to investing. He has generated strong returns for his clients over the long term.
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Summary

  • Portfolio
  • No. of Stocks 20
  • Current Value $466 Million
  • Prior Value $508 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 12 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
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