Davidson Kahn Capital Management’s Old Dominion Freight Line ODFL Stock Holding History

Davidson Kahn Capital 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 Q2	$4.19M	Buy	19,330 +267	+1%	+$57.7K	1.8%	14
2026 Q1	$3.72M	Sell	19,063 -1,229	-6%	-$229K	1.99%	14
2025 Q4	$3.18M	Buy	20,292 +1,434	+8%	+$206K	1.65%	17
2025 Q3	$2.65M	Buy	18,858 +10,494	+125%	+$1.61M	1.48%	23
2025 Q2	$1.36M	Buy	8,364 +1,311	+19%	+$209K	0.87%	32
2025 Q1	$1.17M	Buy	7,053 +2,267	+47%	+$412K	0.9%	31
2024 Q4	$844K	Buy	+4,786	New	+$975K	0.78%	34

Other funds holding ODFL

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

AIM

Avity Investment Management Greenwich, Connecticut $1.57B AUM 35.56% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

FFM

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Davidson Kahn Capital Management's ODFL Position: Q2 2026 in Review

Davidson Kahn Capital Management increased its Old Dominion Freight Line (ODFL) stake by 1.4% in Q2 2026, buying an estimated $57.7K and bringing the position to 19,330 shares worth $4.19M. The position accounts for 1.8% of the portfolio, ranked #14.

Davidson Kahn Capital Management first reported a position in ODFL in Q4 2024 and has held it in 7 quarters since. 231 funds tracked by Wall St. Rank hold ODFL as of Q2 2026.

Davidson Kahn Capital Management held 19,330 shares of Old Dominion Freight Line worth $4.19M as of Q2 2026.
Davidson Kahn Capital Management bought 267 Old Dominion Freight Line shares in Q2 2026, an estimated $57.7K.
Old Dominion Freight Line made up 1.8% of Davidson Kahn Capital Management's portfolio in Q2 2026, its #14 holding.
Davidson Kahn Capital Management first reported a position in Old Dominion Freight Line in Q4 2024 and has held it in 7 quarters since.
231 funds tracked by Wall St. Rank held Old Dominion Freight Line as of Q2 2026.

Based on Davidson Kahn Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.