David Rolfe - Wedgewood Partners Inc
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    22
Portfolio value:    $484,285,577
Holdings Activity Buys Sells    History
Holding/activity history for  Booking Holdings Inc. (BKNG)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 137,925 4.80 Reduce 5.16% 0.30 $168.42 $23,229,839 SEC
2025   Q4 145,425 5.82 Reduce 1.41% 0.08 $214.23 $31,153,711 SEC
2025   Q3 147,500 5.81 Add 4.33% 0.24 $215.98 $31,857,356 SEC
2025   Q2 141,375 6.01 Reduce 2.68% 0.16 $219.05 $30,968,872 SEC
2025   Q1 145,275 6.11 Reduce 0.09% <0.01 $208.67 $30,314,781 SEC
2024   Q4 145,400 5.69 Reduce 4.45% 0.25 $198.75 $28,897,558 SEC
2024   Q3 152,175 5.51 Reduce 0.94% 0.04 $199.51 $30,359,684 SEC
2024   Q2 153,625 4.31 Reduce 2.29% 0.11 $137.57 $21,134,466 SEC
2024   Q1 157,225 4.77 Reduce 1.95% 0.10 $151.70 $23,851,627 SEC
2023   Q4 160,350 5.06 Reduce 2.31% 0.11 $149.90 $24,037,171 SEC
2023   Q3 164,150 4.85 Reduce 28.11% 1.12 $123.36 $20,249,216 SEC
2023   Q2 228,325 3.98 Add 2.57% 0.10 $108.01 $24,661,000 SEC
2023   Q1 222,600 4.00 Add 1.84% 0.07 $106.09 $23,616,000 SEC
2022   Q4 218,575 3.24 Reduce 5.70% 0.16 $80.60 $17,618,000 SEC
2022   Q3 231,775 2.87 Reduce 5.48% 0.16 $65.72 $15,233,000 SEC
2022   Q2 245,200 2.96 Add 0.67% 0.02 $69.96 $17,153,000 SEC
2022   Q1 243,575 3.23 Add 10.10% 0.30 $93.93 $22,880,000 SEC
2021   Q4 221,225 2.82 Add 38.18% 0.78 $95.97 $21,230,000 SEC
2021   Q3 160,100 2.14 Add 1.78% 0.04 $94.95 $15,201,000 SEC
2021   Q2 157,300 2.00 Add 16.50% 0.28 $87.52 $13,767,000 SEC
2021   Q1 135,025 1.94 Buy 1.94 $93.18 $12,582,000 SEC
2020   Q2 0 0.00 Sell 100.00% 3.46 SEC
2020   Q1 338,675 3.46 Reduce 58.75% 4.02 $53.81 $18,224,000 SEC
2019   Q4 820,975 6.84 Reduce 6.65% 0.41 $82.15 $67,441,000 SEC
2019   Q3 879,475 6.12 Reduce 6.64% 0.40 $78.50 $69,041,000 SEC
2019   Q2 942,075 5.98 Reduce 16.20% 0.93 $74.99 $70,643,000 SEC
2019   Q1 1,124,175 5.73 Reduce 19.83% 1.27 $69.80 $78,462,000 SEC
2018   Q4 1,402,325 6.41 Add 2.85% 0.18 $68.90 $96,615,000 SEC
2018   Q3 1,363,525 5.42 Reduce 7.48% 0.45 $79.36 $108,209,000 SEC
2018   Q2 1,473,700 6.03 Reduce 11.46% 0.73 $81.08 $119,492,000 SEC
2018   Q1 1,664,450 6.37 Buy 6.37 $83.21 $138,507,000 SEC