Bristol Gate Capital Partners’s Old Dominion Freight Line ODFL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$68.3M	Sell	421,028 -91,125	-18%	-$14.8M	3.89%	20
2025 Q1	$84.7M	Sell	512,153 -4,887	-0.9%	-$809K	4.14%	16
2024 Q4	$91.2M	Sell	517,040 -5,968	-1%	-$1.05M	4.44%	14
2024 Q3	$104M	Sell	523,008 -1,889	-0.4%	-$375K	4.76%	9
2024 Q2	$92.7M	Buy	+524,897	New	+$92.7M	4.59%	10