Wedgewood Partners just filed its Q2 2026 13F. ๐
Managed by David Rolfe ยท $484M across 18 holdings
๐ข Bought: $AMZN, $PGR, $MSFT, $CB +4 more
๐ด Sold: $TSCO, $CDW, $ZTS, $TSM +10 more
The full updated portfolio ๐
https://fundfollower.xyz/institution/wedgewood-partners
13F holdings are reported with up to a 45-day lag and cover long US equity positions only. Not investment advice.