Balyasny Asset Management
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Balyasny Asset Management’s Old Dominion Freight Line ODFL Stock Holding History

Balyasny Asset Management’s Portfolio ODFL Stock Details ODFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$255M Buy
1,303,289
+1,297,743
+23,400% +$242M 0.33% 46
2025
Q4 		$870K Buy
5,546
+3,612
+187% +$518K ﹤0.01% 2259
2025
Q3 		$272K Sell
1,934
-29,609
-94% -$4.53M ﹤0.01% 2615
2025
Q2 		$5.12M Buy
+31,543
New +$5.03M 0.01% 1286
2025
Q1 		– Sell
-4,742
Closed -$836K – 3153
2024
Q4 		$836K Sell
4,742
-2,307
-33% -$470K ﹤0.01% 2005
2024
Q3 		$1.4M Buy
7,049
+3,548
+101% +$690K ﹤0.01% 1831
2024
Q2 		$618K Sell
3,501
-5,367
-61% -$1.01M ﹤0.01% 1977
2024
Q1 		$1.94M Sell
8,868
-11,552
-57% -$2.41M ﹤0.01% 1545
2023
Q4 		$4.14M Sell
20,420
-241,632
-92% -$47.9M 0.01% 1184
2023
Q3 		$53.6M Buy
262,052
+258,396
+7,068% +$52.3M 0.11% 246
2023
Q2 		$676K Sell
3,656
-556,286
-99% -$90.1M ﹤0.01% 1768
2023
Q1 		$95.4M Sell
559,942
-130,700
-19% -$21.9M 0.24% 94
2022
Q4 		$98M Buy
+690,642
New +$98.1M 0.27% 75
2021
Q2 		– Sell
-526,836
Closed -$63.3M – 2237
2021
Q1 		$63.3M Sell
526,836
-316,548
-38% -$34M 0.31% 63
2020
Q4 		$82.3M Buy
843,384
+369,400
+78% +$36.8M 0.46% 29
2020
Q3 		$42.9M Buy
+473,984
New +$44.5M 0.31% 64
2020
Q1 		– Sell
-84,051
Closed -$5.32M – 1419
2019
Q4 		$5.32M Buy
+84,051
New +$5.16M 0.03% 579
2019
Q3 		– Sell
-418,338
Closed -$20.8M – 1461
2019
Q2 		$20.8M Buy
418,338
+388,806
+1,317% +$18.9M 0.13% 213
2019
Q1 		$1.42M Sell
29,532
-39
-0.1% -$1.82K 0.01% 916
2018
Q4 		$1.22M Sell
29,571
-2,223
-7% -$98.5K 0.01% 847
2018
Q3 		$1.71M Sell
31,794
-960
-3% -$48.6K 0.01% 1030
2018
Q2 		$1.63M Buy
+32,754
New +$1.63M 0.01% 1000
2017
Q4 		– Sell
-15,528
Closed -$570K – 2230
2017
Q3 		$570K Buy
15,528
+8,883
+134% +$293K ﹤0.01% 1317
2017
Q2 		$211K Sell
6,645
-24,462
-79% -$720K ﹤0.01% 1373
2017
Q1 		$887K Buy
+31,107
New +$920K ﹤0.01% 1147

Other funds holding ODFL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Balyasny Asset Management's ODFL Position: Q1 2026 in Review

Balyasny Asset Management increased its Old Dominion Freight Line (ODFL) stake by 23,400% in Q1 2026, buying an estimated $242M and bringing the position to 1,303,289 shares worth $255M. The position accounts for 0.33% of the portfolio, ranked #46.

Balyasny Asset Management first reported a position in ODFL in Q1 2017 and has held it in 25 quarters since. 956 funds tracked by Wall St. Rank hold ODFL as of Q1 2026.

  • Balyasny Asset Management held 1,303,289 shares of Old Dominion Freight Line worth $255M as of Q1 2026.
  • Balyasny Asset Management bought 1,297,743 Old Dominion Freight Line shares in Q1 2026, an estimated $242M.
  • Old Dominion Freight Line made up 0.33% of Balyasny Asset Management's portfolio in Q1 2026, its #46 holding.
  • Balyasny Asset Management first reported a position in Old Dominion Freight Line in Q1 2017 and has held it in 25 quarters since.
  • 956 funds tracked by Wall St. Rank held Old Dominion Freight Line as of Q1 2026.

Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.