Wedgewood Partners 13F, Q2 2026
David Rolfe · quarter ending 30 June 2026 · filed 14 August 2026 · SEC CIK 859804
Common stock only: shares the fund reported owning at the quarter end, valued as filed.
Largest positions, Q2 2026
Weights are against the whole filed book. Changes are in shares held, against the Q1 2026 filing.
| Company | Ticker | Value | % of book | vs Q1 2026 |
|---|---|---|---|---|
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | $50.38M | 10.4% | -18% shares |
| ALPHABET INC | GOOGL | $45.47M | 9.4% | -18% shares |
| META PLATFORMS INC | META | $43.08M | 8.9% | +16% shares |
| APPLE INC | AAPL | $37.81M | 7.8% | -3% shares |
| MICROSOFT CORP | MSFT | $33.39M | 6.9% | +21% shares |
| AMAZON COM INC | AMZN | $32.28M | 6.7% | +36% shares |
| VISA INC | V | $30.60M | 6.3% | +7% shares |
| MOTOROLA SOLUTIONS INC | MSI | $27.26M | 5.6% | -3% shares |
| OLD DOMINION FREIGHT LINE IN | ODFL | $23.89M | 4.9% | -3% shares |
| BOOKING HOLDINGS INC | BKNG | $23.77M | 4.9% | +2317% shares |
| PROGRESSIVE CORP | PGR | $23.21M | 4.8% | +28% shares |
| CHUBB LIMITED | $23.18M | 4.8% | +26% shares | |
| UNITED RENTALS INC | URI | $18.96M | 3.9% | -34% shares |
| OREILLY AUTOMOTIVE INC | ORLY | $15.90M | 3.3% | -3% shares |
| EDWARDS LIFESCIENCES CORP | EW | $14.94M | 3.1% | -3% shares |
| TOLL BROTHERS INC | TOL | $14.92M | 3.1% | +3% shares |
| S&P GLOBAL INC | SPGI | $12.76M | 2.6% | -3% shares |
| COPART INC | CPRT | $12.62M | 2.6% | -3% shares |
What changed since Q1 2026
Against the Q1 2026 filing, Wedgewood Partners opened 0 new positions, added to 8, trimmed 10, left 0 unchanged and exited 4. Every position is compared, matched on its CUSIP; a change of 2% or less in shares counts as unchanged.
New positions
No new positions this quarter.
Added to
Other quarters
Source: SEC Form 13F-HR, accession 0000859804-26-000006, 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.