Dmitry Balyasny’s Old Dominion Freight Line ODFL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $19.4M | Sell |
89,744
-1,213,545
| -93% | -$262M | 0.02% | 726 |
|
|
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
Dmitry Balyasny's ODFL Position: Q2 2026 in Review
Dmitry Balyasny reduced its Old Dominion Freight Line (ODFL) stake by 93% in Q2 2026, selling an estimated $262M and leaving 89,744 shares worth $19.4M. The position accounts for 0.02% of the portfolio, ranked #726.
Dmitry Balyasny first reported a position in ODFL in Q1 2017 and has held it in 26 quarters since. The position peaked at $255M in Q1 2026. 1,015 funds tracked by Wall St. Rank hold ODFL as of Q2 2026.
- Dmitry Balyasny held 89,744 shares of Old Dominion Freight Line worth $19.4M as of Q2 2026.
- Dmitry Balyasny sold 1,213,545 Old Dominion Freight Line shares in Q2 2026, an estimated $262M.
- Old Dominion Freight Line made up 0.02% of Dmitry Balyasny's portfolio in Q2 2026, its #726 holding.
- Dmitry Balyasny first reported a position in Old Dominion Freight Line in Q1 2017 and has held it in 26 quarters since.
- Dmitry Balyasny's Old Dominion Freight Line position peaked at $255M in Q1 2026.
- 1,015 funds tracked by Wall St. Rank held Old Dominion Freight Line as of Q2 2026.
Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.