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Old Dominion Freight Line, Inc.

ODFL Industrials
$237.37 $-8.38 (-3.41%)
Market Cap: $49.37 B
Gurus Holding
9
Popularity Rank
#584
% of Shares Held
0.56%
Net Activity (Q1 2026)
-$11.08 M

Guru Ownership Trend

Guru Analysis for Old Dominion Freight Line, Inc. (ODFL)

Old Dominion Freight Line, Inc. (ODFL), a key player in the Industrials sector, continues to attract institutional attention.

As of Q1 2026, a total of 9 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $275.58 M.

Top institutional holders include Tom Gayner and Cliff Asness.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $11.08 M net outflow during the quarter.

Recent activity highlights Cliff Asness who increased their stake by 196.1%. Conversely, Wallace Weitz reduced exposure by 36.8%.

Key Holders

Top 5 by Value

$83.86 M
$57.74 M
$29.98 M
$25.79 M
$22.26 M

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$40.68 M
Total Buy Value
New Buys 0
Additions 3
-$51.76 M
Total Sell Value
Reductions 6
Sold Out 3

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
9
Net Buyers
3

FAQs for Old Dominion Freight Line, Inc. (ODFL)

Major holders include Tom Gayner ($83.86 M), Cliff Asness ($57.74 M), Joel Greenblatt ($29.98 M). According to the latest reported data, 9 tracked investment managers collectively hold approximately 1.16 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $11.08 M, with 3 managers increasing positions and 9 managers reducing holdings.

During the most recent reporting period, 6 managers trimmed their positions, while 3 fully exited ODFL. The total reported sell value was $51.76 M.

Yes, 0 managers opened new positions in ODFL, and 3 increased their existing holdings. The total reported buy value was $40.68 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.70% Add 1.8% 429,150 $83.86 M Q1 2026
0.03% Add 196.1% 300,427 $57.74 M Q1 2026
0.09% Add 3.4% 153,414 $29.98 M Q1 2026
1.80% Reduce -36.8% 132,000 $25.79 M Q1 2026
4.60% Reduce -5.1% 113,941 $22.26 M Q1 2026
0.01% Reduce -3.3% 20,941 $4.09 M Q1 2026
0.01% Reduce -35.5% 6,062 $1.18 M Q1 2026
0.04% Reduce -4.7% 5,006 $978,172 Q1 2026
0.00% Reduce -12.5% 21 $4,103 Q1 2026
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SEC Form