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  Tractor Supply (TSCO)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 456,094 4.27 Reduce 5.18% 0.23 $45.30 $20,661,063 SEC
2025   Q4 481,023 4.49 Reduce 1.81% 0.09 $50.01 $24,055,944 SEC
2025   Q3 489,910 5.09 Add 3.63% 0.18 $56.87 $27,861,167 SEC
2025   Q2 472,766 5.46 Reduce 1.52% 0.08 $59.50 $28,129,559 SEC
2025   Q1 480,065 4.97 Add 0.10% <0.01 $51.38 $24,665,742 SEC
2024   Q4 479,596 5.01 Add 379.80% 3.97 $53.06 $25,447,390 SEC
2024   Q3 99,957 5.06 Reduce 1.61% 0.09 $278.75 $27,863,011 SEC
2024   Q2 101,588 5.44 Reduce 2.02% 0.12 $262.23 $26,639,491 SEC
2024   Q1 103,684 5.72 Reduce 1.54% 0.08 $275.96 $28,612,655 SEC
2023   Q4 105,305 5.17 Reduce 2.07% 0.11 $233.32 $24,569,669 SEC
2023   Q3 107,527 5.22 Reduce 33.40% 1.92 $203.05 $21,833,312 SEC
2023   Q2 161,455 5.75 Reduce 5.03% 0.34 $221.10 $35,697,000 SEC
2023   Q1 169,999 6.78 Reduce 3.12% 0.23 $235.04 $39,956,000 SEC
2022   Q4 175,465 7.25 Reduce 0.45% 0.03 $224.97 $39,474,000 SEC
2022   Q3 176,256 6.16 Reduce 2.04% 0.12 $185.87 $32,761,000 SEC
2022   Q2 179,920 6.02 Reduce 13.33% 0.91 $193.85 $34,877,000 SEC
2022   Q1 207,589 6.83 Add 0.43% 0.03 $233.36 $48,444,000 SEC
2021   Q4 206,700 6.55 Reduce 1.80% 0.11 $238.60 $49,318,000 SEC
2021   Q3 210,494 6.01 Reduce 1.05% 0.06 $202.60 $42,647,000 SEC
2021   Q2 212,731 5.74 Reduce 5.14% 0.31 $186.06 $39,580,000 SEC
2021   Q1 224,250 6.11 Reduce 12.86% 0.69 $177.08 $39,710,000 SEC
2020   Q4 257,331 5.38 Reduce 23.69% 1.81 $140.58 $36,175,000 SEC
2020   Q3 337,196 7.64 Reduce 5.64% 0.45 $143.34 $48,333,000 SEC
2020   Q2 357,363 7.98 Reduce 8.41% 0.53 $131.79 $47,096,000 SEC
2020   Q1 390,178 6.25 Reduce 35.34% 2.02 $84.55 $32,988,000 SEC
2019   Q4 603,429 5.72 Reduce 13.22% 0.74 $93.44 $56,383,000 SEC
2019   Q3 695,355 5.57 Reduce 6.89% 0.47 $90.44 $62,887,000 SEC
2019   Q2 746,837 6.88 Reduce 16.11% 1.02 $108.80 $81,255,000 SEC
2019   Q1 890,262 6.35 Reduce 20.94% 1.31 $97.76 $87,031,000 SEC
2018   Q4 1,126,052 6.24 Reduce 11.91% 0.69 $83.44 $93,957,000 SEC
2018   Q3 1,278,342 5.82 Reduce 21.90% 1.38 $90.88 $116,175,000 SEC
2018   Q2 1,636,895 6.32 Reduce 10.76% 0.57 $76.49 $125,205,000 SEC
2018   Q1 1,834,348 5.32 Reduce 11.91% 0.75 $63.02 $115,600,000 SEC
2017   Q4 2,082,474 6.30 Reduce 24.76% 1.48 $74.75 $155,664,000 SEC
2017   Q3 2,767,593 5.97 Add 8.25% 0.46 $63.29 $175,160,000 SEC
2017   Q2 2,556,651 4.24 Add 16.21% 0.59 $54.21 $138,594,000 SEC
2017   Q1 2,200,018 3.91 Add 41.37% 1.14 $68.97 $151,733,000 SEC
2016   Q4 1,556,174 2.88 Buy 2.88 $75.81 $117,972,000 SEC