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David Rolfe
Wedgewood Partners
Quality growth at value price
Runs a concentrated portfolio of growth companies with strong competitive advantages. Known for frank, detailed investor letters.
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Full Portfolio · 2026-05-15
22 positions — click any ticker to open its analysis page
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Quarter-over-Quarter Changes
2026-02-17 → 2026-05-15 · 23 positions moved
| Action | Ticker | Company | Shares Δ | Value | Wt. Δ | Portfolio % |
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