David Rolfe Options Holdings

Wedgewood Partners Inc

  • $492 Million
  • Q1 2024

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 19
  • Current Value $492 Million
  • Prior Value $449 Million
  • Filing
  • Period Q1 2024
  • Filing Date May 16, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 0 stocks
  • Additional Purchases 3 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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