Meta Platforms has retired 12.2% of its shares since its peak.
Shares held, 8 quarters
Superinvestors › David Rolfe
David Rolfe’s cannibal stocks
Wedgewood Partners · 13F for Q2 2026
12cannibals held
$289.8Min these positions
Q2 2026latest 13F filing
Apple retired 1.2% of its shares in twelve months, so this stake grew 1.2% without buying a share.
Shares held, 8 quarters
Microsoft retired 0.1% of its shares in twelve months, so this stake grew 0.1% without buying a share.
Shares held, 8 quarters
Motorola Solutions retired 0.6% of its shares in twelve months, so this stake grew 0.6% without buying a share.
Shares held, 8 quarters
Old Dominion Freight Line retired 0.8% of its shares in twelve months, so this stake grew 0.8% without buying a share.
Shares held, 8 quarters
Booking Holdings retired 6.8% of its shares in twelve months, so this stake grew 7.2% without buying a share.
Shares held, 8 quarters
Progressive retired 0.9% of its shares in twelve months, so this stake grew 0.9% without buying a share.
Shares held, 8 quarters
United Rentals retired 2.2% of its shares in twelve months, so this stake grew 2.2% without buying a share.
Shares held, 8 quarters
O'Reilly Automotive retired 4.2% of its shares in twelve months, so this stake grew 4.3% without buying a share.
Shares held, 8 quarters
Edwards Lifesciences retired 0.7% of its shares in twelve months, so this stake grew 0.7% without buying a share.
Shares held, 8 quarters
Toll Brothers retired 4.4% of its shares in twelve months, so this stake grew 4.6% without buying a share.
Shares held, 8 quarters
Copart retired 4.3% of its shares in twelve months, so this stake grew 4.5% without buying a share.
Shares held, 8 quarters
Values as reported in the 13F at quarter end. See the Q2 2026 filing on EDGAR.
Questions
Which cannibal stocks does David Rolfe own?
In the Q2 2026 13F, Wedgewood Partners held META, AAPL, MSFT, MSI, ODFL, BKNG, PGR, URI, ORLY, EW, TOL, CPRT. 12 of them are on the Buyback Radar leaderboard.
Where does this data come from?
From Wedgewood Partners's 13F filings with the SEC, the last eight quarters, amendments applied, options excluded. A 13F shows US-listed stock positions at quarter end and is filed up to 45 days later, so it is a record, not a live portfolio.
How do buybacks help David Rolfe?
Booking Holdings retired 6.8% of its shares in the last twelve months. That alone made every remaining share, including David Rolfe's 133,351, 7.2% bigger as a slice of the company, without buying anything.
David Rolfe’s moves in companies like these are covered on Cannibal Stocks.
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