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  United Rentals (URI)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 25,192 3.79 Reduce 4.99% 0.20 $728.55 $18,353,536 SEC
2025   Q4 26,514 4.01 Reduce 1.53% 0.07 $809.33 $21,458,648 SEC
2025   Q3 26,925 4.69 Add 3.31% 0.15 $954.67 $25,704,517 SEC
2025   Q2 26,063 4.39 Add 4.97% 0.21 $868.58 $22,637,730 SEC
2025   Q1 24,829 3.57 Buy 3.57 $713.35 $17,711,838 SEC