Wedgewood Partners

I. Institutional Overview

The investment landscape of the first quarter of 2026 reveals a sophisticated and highly disciplined approach by Wedgewood Partners, under the seasoned leadership of David Rolfe. As of the portfolio snapshot taken on March 31, 2026, the institution manages a total reported market value of approximately $484.29 million. While this figure represents the...

The current scale of the portfolio suggests a boutique institutional environment where the investment team can afford to be extremely selective. A portfolio of 22 stocks is significantly more concentrated than the typical institutional fund, which often carries between 50 and 100 names. This concentration implies that David Rolfe and his team are not merely...

Analyzing the historical tenure of the holdings further clarifies the institutional portrait. Many of the core positions, such as Alphabet Inc., Apple Inc., and Visa Inc., have been staples of the portfolio for over a decade. This "buy and hold" mentality is a hallmark of an institution that views itself as a part-owner of businesses rather than a mere...