Wedgewood Partners 13F, Q1 2026
David Rolfe · quarter ending 31 March 2026 · filed 15 May 2026 · SEC CIK 859804
Common stock only: shares the fund reported owning at the quarter end, valued as filed.
Largest positions, Q1 2026
Weights are against the whole filed book. Changes are in shares held, against the Q4 2025 filing.
| Company | Ticker | Value | % of book | vs Q4 2025 |
|---|---|---|---|---|
| ALPHABET INC | GOOGL | $44.77M | 9.3% | -5% shares |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | $43.71M | 9.0% | -30% shares |
| META PLATFORMS INC | META | $37.65M | 7.8% | -5% shares |
| APPLE INC | AAPL | $34.29M | 7.1% | -6% shares |
| MOTOROLA SOLUTIONS INC | MSI | $29.48M | 6.1% | -5% shares |
| MICROSOFT CORP | MSFT | $27.36M | 5.7% | -5% shares |
| VISA INC | V | $25.09M | 5.2% | -5% shares |
| BOOKING HOLDINGS INC | BKNG | $23.23M | 4.8% | -5% shares |
| OLD DOMINION FREIGHT LINE IN | ODFL | $22.26M | 4.6% | -5% shares |
| AMAZON COM INC | AMZN | $20.81M | 4.3% | +72% shares |
| TRACTOR SUPPLY CO | TSCO | $20.66M | 4.3% | -5% shares |
| UNITED RENTALS INC | URI | $18.35M | 3.8% | -5% shares |
| CHUBB LTD SWITZ | $17.56M | 3.6% | -5% shares | |
| CDW CORP | CDW | $17.53M | 3.6% | -5% shares |
| PROGRESSIVE CORP | PGR | $16.52M | 3.4% | new |
| OREILLY AUTOMOTIVE INC | ORLY | $16.47M | 3.4% | -6% shares |
| COPART INC | CPRT | $15.36M | 3.2% | -5% shares |
| S&P GLOBAL INC | SPGI | $13.77M | 2.8% | -4% shares |
| EDWARDS LIFESCIENCES CORP | EW | $13.69M | 2.8% | -6% shares |
| ZOETIS INC | ZTS | $13.42M | 2.8% | +8% shares |
| TOLL BROTHERS INC | TOL | $12.05M | 2.5% | new |
| ISHARES TR | IWF | $223.4K | 0.1% | -96% shares |
What changed since Q4 2025
Against the Q4 2025 filing, Wedgewood Partners opened 2 new positions, added to 2, trimmed 18, left 0 unchanged and exited 1. Every position is compared, matched on its CUSIP; a change of 2% or less in shares counts as unchanged.
Other quarters
Source: SEC Form 13F-HR, accession 0000859804-26-000004, filed by WEDGEWOOD PARTNERS INC. Values are as filed and cover US-listed positions only; a 13F does not show short positions or holdings outside the US. A 13F may be filed up to 45 days after the quarter ends, so the fund may have traded since. Educational information, not financial advice.