Elite Manager Tracking

The Top 150 BSDs

Real-time 13F holding analysis for the industry's most influential institutional investors. Track conviction shifts, new entries, and structural exits.

Home Letters Funds Account

David A. Rolfe — Institutional Investor Profile | Buyside Digest

David A. Rolfe

Institutional Investor • Wedgewood Partners

Value

$1.4B

Stocks

39 Stocks

Turnover

0.0%

CIK

0001484256EDGAR ↗

Website ↗

Top Holdings

IPCXR(7.39%) SOUL(5.75%) SBXD(5.46%) SZZL(5.33%) FERAU(5.04%)

About Investor

The investment team at Wedgewood Partners embraces a business ownership mentality when evaluating potential investments, focusing on long-term value creation rather than short-term market movements. Their philosophy centers on identifying companies with sustainable competitive advantages and superior management teams capable of delivering consistent growth over multi-year periods. The team believes in conducting thorough fundamental analysis with particular emphasis on Cash Flow Return on Invested Capital as the primary measure of business quality. They maintain patience in waiting for attractive entry points, preferring to purchase high-quality businesses at reasonable valuations rather than chasing momentum or growth at any price. The concentrated approach reflects their confidence in their research process and willingness to make high-conviction bets on their best ideas. Portfolio construction emphasizes meaningful position sizes that can materially impact overall returns, with most holdings significantly overweighted versus benchmark indices. The team's communication philosophy emphasizes transparency and education, providing detailed quarterly commentary about market conditions, portfolio performance, and individual investment rationale. They view client relationships as long-term partnerships requiring honest assessment of both opportunities and risks. The low portfolio turnover rate reflects their commitment to long-term holding periods and patient capital appreciation. Their research-intensive approach results in a highly selective investment process averaging only 4-5 new ideas annually since 1992.

Investor Philosophy

Investment philosophy details pending verification.

David A. Rolfe Top Holdings

Ticker	P/C	Company Name	Sector	Market Value	Weight	% Chg
IPCXR	None	INFLECTION PT ACQUISITION CO	General	$9.9M	7.4%	No Change
SOUL	None	SOULPOWER ACQUISITION CORP	General	$7.7M	5.8%	No Change
SBXD	None	SILVERBOX CORP IV	Industrials	$7.3M	5.5%	No Change
SZZL	None	SIZZLE ACQUISITION CORP	General	$7.2M	5.3%	No Change
FERAU	None	FIFTH ERA ACQUISITION CORP I	Industrials	$6.8M	5.0%	No Change
KCHVU	None	KOCHAV DEFENSE ACQUI CO	General	$5.4M	4.0%	No Change
CCIX	None	CHURCHILL CAPITAL CORP IX	General	$5.4M	4.0%	No Change
CEPO	None	CANTOR EQUITY PARTNERS I INC	General	$5.2M	3.9%	No Change
HVIIR	None	HENNESSY CAP INVT CORP VII	General	$5.0M	3.7%	No Change
ANSCW	None	AGRICULTURE & NAT SOL ACQ CO	General	$5.0M	3.7%	No Change

Recent Buys (13F)

Ticker	Amount	% Chg	Weight	Status
No recent buys.

Recent Sells (13F)

Ticker	Amount	% Chg	Weight	Status
GOOGLAlphabet Inc.	$2.3M	-100.0%	0.0%	Sold Out

13F Sector Breakdown

General55.4%

Information Technology10.6%

Industrials10.5%

Financials6.5%

Communication Services6.3%

Sector	Stocks	Value	Exposure
General	15	$74.3M	55.4%
Information Technology	6	$14.2M	10.6%
Industrials	2	$14.1M	10.5%
Financials	5	$8.8M	6.5%
Communication Services	4	$8.4M	6.3%
Health Care	3	$7.5M	5.6%
Consumer Discretionary	3	$5.1M	3.8%
Consumer Staples	1	$1.8M	1.3%