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Tracking David Rolfe's Wedgewood Partners Portfolio - Q4 2022 Update

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John Vincent


  • Wedgewood Partners’ 13F portfolio value increased from $532M to $544M this quarter.
  • They increased First Republic Bank while reducing Texas Pacific Land, Meta Platforms, Progressive Corp, and Starbucks.
  • Their top five positions are at 37% of the overall portfolio.

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This article is part of a series that provides an ongoing analysis of the changes made to Wedgewood Partners' 13F stock portfolio on a quarterly basis. It is based on David Rolfe's regulatory 13F Form filed on 2/14/2023. The 13F

David Rolfe - Wedgewood Partners' Q4 2022 13F Report Q/Q Comparison

David Rolfe - Wedgewood Partners' Q4 2022 13F Report Q/Q Comparison (John Vincent (author))

This article was written by

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Focused on analyzing 13F reports & building tools to help DIY investors generate absolute returns through exploiting inefficiency, volatility, and momentum.

Analyst’s Disclosure: I/we have a beneficial long position in the shares of GOOGL, META, PYPL either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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