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Old Dominion Freight Line, Inc.

ODFL Industrials
$180.96 $-0.95 (-0.52%)
Market Cap: $37.52 B
Gurus Holding
8
Popularity Rank
#783
% of Shares Held
0.83%
Net Activity (Q2 2026)
+$120.93 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 Q2 2026, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $310.15 M.

Top institutional holders include Cliff Asness and Tom Gayner.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $120.93 M net inflow during the quarter.

Recent activity highlights Jefferies Group who increased their stake by 861.7%. Conversely, Jeremy Grantham reduced exposure by 30.5%.

Key Holders

Top 5 by Value

$194.72 M
$92.95 M
$32.53 M
$23.89 M
$12.63 M

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$150.58 M
Total Buy Value
New Buys 1
Additions 3
-$29.65 M
Total Sell Value
Reductions 3
Sold Out 2

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
5
Net Buyers
4

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

Major holders include Cliff Asness ($194.72 M), Tom Gayner ($92.95 M), Joel Greenblatt ($32.53 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 1.71 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $120.93 M, with 4 managers increasing positions and 5 managers reducing holdings.

During the most recent reporting period, 3 managers trimmed their positions, while 2 fully exited ODFL. The total reported sell value was $29.65 M.

Yes, 1 managers opened new positions in ODFL, and 3 increased their existing holdings. The total reported buy value was $150.58 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.07% Add 203.2% 910,961 $194.72 M Q2 2026
0.71% 429,150 $92.95 M Q2 2026
0.08% Reduce -2.1% 150,165 $32.53 M Q2 2026
4.93% Reduce -3.2% 110,288 $23.89 M Q2 2026
0.08% Add 861.7% 58,299 $12.63 M Q2 2026
0.01% New Buy 40,407 $8.75 M Q2 2026
0.01% Reduce -30.5% 14,547 $3.15 M Q2 2026
0.00% Add 352.4% 95 $20,577 Q2 2026
Date
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Transaction
Value
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SEC Form