About David Rolfe
David Rolfe is the Chief Investment Officer of Wedgewood Partners, an independent investment advisor. He is a respected value investor known for his disciplined, concentrated portfolio strategy, which has been compared to the "Focus" investing style of Warren Buffett and Charlie Munger. Rolfe is known for his detailed quarterly client letters where he explains his investment thesis for each holding.
David Rolfe Top Holdings of 2025-06-30
| Ticker | Name | Shares | Value | % of Portfolio | Time Held | % Change |
|---|---|---|---|---|---|---|
| 68,330 | $53.05 M | 10.30% | 7.2 Years | -1.76% | ||
| 197,500 | $47.2 M | 9.16% | 4 Years | -16.60% | ||
| 76,605 | $41.03 M | 7.96% | 5.2 Years | -0.72% | ||
| 201,303 | $39.26 M | 7.62% | 9.7 Years | -18.81% | ||
| 161,857 | $32.91 M | 6.39% | >10 Years | -1.96% | ||
| 465,841 | $31.68 M | 6.15% | 9.7 Years | -1.67% | ||
| 5,655 | $30.97 M | 6.01% | 4.2 Years | -2.68% | ||
| 85,603 | $29.29 M | 5.69% | >10 Years | -4.55% | ||
| 472,766 | $28.13 M | 5.46% | 8.5 Years | -1.52% | ||
| 55,591 | $24.46 M | 4.75% | 6 Years | -1.76% |
Recent Moves
Significant New Position
+123,343 Shares | +$18.72 M Value
Continues to build a major stake in the Healthcare sector
2025 Q2
Added to Core Holding
+1,234 Shares | +$1.07 M Value
Modest increase in Industrials
2025 Q2
Reduced Exposure to Position
-39,313 Shares | -$9.4 M Value
Reduced exposure to Technology
2025 Q2
Complete Exit
-10,302 Shares | -$3.17 M Value
Cleared UNH, sector remains in portfolio
2025 Q2
David Rolfe's Historical Top Holdings Breakdown
Portfolio Date:
David Rolfe Top Stock Picks
| Ticker | Name | Date | Activity | Shares | Shares Change | Value Change |
|---|---|---|---|---|---|---|
| 06/30/2025 | New Buy | 123,343 | 123,343 | $18.72 M | ||
| 06/30/2025 | Reduce -16.6% | 197,500 | -39,313 | $9.4 M | ||
| 06/30/2025 | Reduce -18.8% | 201,303 | -46,625 | $9.09 M | ||
| 06/30/2025 | Sold Out | 10,302 | -10,302 | $3.17 M | ||
| 06/30/2025 | Sold Out | 7,588 | -7,588 | $3.03 M | ||
| 06/30/2025 | Reduce -4.6% | 85,603 | -4,085 | $1.4 M | ||
| 06/30/2025 | Reduce -7.2% | 178,034 | -13,784 | $1.1 M | ||
| 06/30/2025 | Add 5.0% | 26,063 | 1,234 | $1.07 M | ||
| 06/30/2025 | Reduce -1.8% | 68,330 | -1,223 | $949,497.72 | ||
| 06/30/2025 | Reduce -2.7% | 5,655 | -156 | $854,313.71 |