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David Rolfe / Steven D. Kaufmann

@Wedgewood Partners Inc

Latest period2024 - Q3ReportedManaged Assets$550.833MTotal holdings19
Assets growth rate12.41%Assets growth rate (2-Q avg)5.23%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Wedgewood Partners Inc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 19 positions.

Assets under management

The assets under management (AUM) of Wedgewood Partners Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 550.833M in assets, with a quarterly growth rate of 12.41% and a 2-quarter average growth rate of 5.23%. The portfolio is managed by David Rolfe, Steven D. Kaufmann, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
MSFTMicrosoft Corp
Recent Activity
Decreased -1.57%
5.25%
$28.864M
67,884 shares@ $425.2 avg price
TSCOTractor Supply Co
Recent Activity
Decreased -1.6%
5.06%
$27.863M
99,957 shares@ $278.75 avg price
TPLTexas Pacific Land Corporati
Recent Activity
Decreased -1.28%
3.28%
$18.024M
13,191 shares@ $1366.42 avg price
CDWCdw Corp
Recent Activity
Decreased -0.65%
3.24%
$17.829M
95,851 shares@ $186.01 avg price
ODFLOld Dominion Freight Line In
Recent Activity
Decreased -0.82%
2.48%
$13.61M
60,328 shares@ $225.6 avg price
SPGIS&p Global Inc
Recent Activity
Decreased -1.06%
2.26%
$12.442M
24,382 shares@ $510.29 avg price
POOLPool Corp
Recent Activity
Decreased -0.67%
2.14%
$11.776M
33,532 shares@ $351.2 avg price
ORLYOreilly Automotive Inc
Recent Activity
Decreased -0.73%
1.99%
$10.929M
8,822 shares@ $1238.78 avg price