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Old Dominion Freight Line, Inc.

ODFL Industrials
$182.44 +$1.69 (0.93%)
Market Cap: $38.03 B
Gurus Holding
12
Popularity Rank
#268
% of Shares Held
0.60%
Net Activity (Q4 2025)
+$1.6 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 Q4 2025, a total of 12 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $229.53 M.

Top institutional holders include Tom Gayner and Wallace Weitz.

Institutional sentiment is currently Bullish. This is evidenced by a $1.6 M net inflow during the quarter.

Recent activity highlights Joel Greenblatt who increased their stake by 149.4%. Conversely, Ray Dalio reduced exposure by 43.7%.

Key Holders

Top 5 by Value

$66.11 M
$32.74 M
$23.27 M
$18.82 M

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$33.26 M
Total Buy Value
New Buys 3
Additions 5
-$31.66 M
Total Sell Value
Reductions 3
Sold Out 1

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
4
Net Buyers
8

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

Major holders include Tom Gayner ($66.11 M), Wallace Weitz ($32.74 M), Renaissance Technologies ($32.44 M). According to the latest reported data, 12 tracked investment managers collectively hold approximately 1.26 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $1.6 M, with 8 managers increasing positions and 4 managers reducing holdings.

During the most recent reporting period, 3 managers trimmed their positions, while 1 fully exited ODFL. The total reported sell value was $31.66 M.

Yes, 3 managers opened new positions in ODFL, and 5 increased their existing holdings. The total reported buy value was $33.26 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.53% Add 17.5% 421,650 $66.11 M Q4 2025
1.94% Add 0.1% 208,800 $32.74 M Q4 2025
0.05% Reduce -40.8% 206,882 $32.44 M Q4 2025
0.08% Add 149.4% 148,405 $23.27 M Q4 2025
3.52% Add 35.6% 120,051 $18.82 M Q4 2025
0.01% Reduce -2.3% 101,474 $15.91 M Q4 2025
0.01% New Buy 21,653 $3.4 M Q4 2025
0.01% Reduce -43.7% 9,538 $1.5 M Q4 2025
0.01% Add 24.4% 9,398 $1.47 M Q4 2025
0.03% 5,255 $823,984 Q4 2025
0.01% New Buy 5,000 $784,000 Q4 2025
0.00% New Buy 24 $3,763 Q4 2025
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Transaction
Value
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Position / Chg
SEC Form