Giverny Capital’s Old Dominion Freight Line ODFL Stock Holding History

Giverny Capital’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	$978K	Sell	5,006 -249	-5%	-$46.4K	0.04%	47
2025 Q4	$824K	Hold	5,255	–	–	0.03%	45
2025 Q3	$740K	Hold	5,255	–	–	0.03%	49
2025 Q2	$853K	Hold	5,255	–	–	0.03%	50
2025 Q1	$869K	Hold	5,255	–	–	0.03%	48
2024 Q4	$927K	Hold	5,255	–	–	0.03%	52
2024 Q3	$1.04M	Buy	5,255 +531	+11%	+$103K	0.04%	48
2024 Q2	$834K	Buy	4,724 +2,362	+100%	+$445K	0.04%	46
2024 Q1	$518K	Sell	2,362 -2,362	-50%	-$493K	0.02%	50
2023 Q4	$957K	Sell	4,724 -3,410	-42%	-$676K	0.05%	46
2023 Q3	$1.66M	Hold	8,134	–	–	0.09%	39
2023 Q2	$1.5M	Hold	8,134	–	–	0.08%	39
2023 Q1	$1.39M	Hold	8,134	–	–	0.08%	39
2022 Q4	$1.15M	Hold	8,134	–	–	0.07%	42
2022 Q3	$1.01M	Hold	8,134	–	–	0.07%	40
2022 Q2	$1.04M	Hold	8,134	–	–	0.07%	40
2022 Q1	$1.22M	Hold	8,134	–	–	0.07%	39
2021 Q4	$1.46M	Hold	8,134	–	–	0.08%	41
2021 Q3	$1.16M	Hold	8,134	–	–	0.07%	40
2021 Q2	$1.03M	Hold	8,134	–	–	0.06%	38
2021 Q1	$978K	Hold	8,134	–	–	0.07%	38
2020 Q4	$794K	Hold	8,134	–	–	0.06%	40
2020 Q3	$736K	Hold	8,134	–	–	0.07%	42
2020 Q2	$690K	Hold	8,134	–	–	0.07%	41
2020 Q1	$534K	Sell	8,134 -2	-0%	-$133	0.07%	30
2019 Q4	$515K	Hold	8,136	–	–	0.05%	32
2019 Q3	$461K	Hold	8,136	–	–	0.05%	33
2019 Q2	$405K	Buy	8,136 +405	+5%	+$19.7K	0.04%	34
2019 Q1	$372K	Buy	+7,731	New	+$361K	0.04%	36

Other funds holding ODFL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Giverny Capital's ODFL Position: Q1 2026 in Review

Giverny Capital reduced its Old Dominion Freight Line (ODFL) stake by 4.7% in Q1 2026, selling an estimated $46.4K and leaving 5,006 shares worth $978K. The position accounts for 0.04% of the portfolio, ranked #47.

Giverny Capital first reported a position in ODFL in Q1 2019 and has held it in 29 quarters since. The position peaked at $1.66M in Q3 2023. 958 funds tracked by Wall St. Rank hold ODFL as of Q1 2026.

Giverny Capital held 5,006 shares of Old Dominion Freight Line worth $978K as of Q1 2026.
Giverny Capital sold 249 Old Dominion Freight Line shares in Q1 2026, an estimated $46.4K.
Old Dominion Freight Line made up 0.04% of Giverny Capital's portfolio in Q1 2026, its #47 holding.
Giverny Capital first reported a position in Old Dominion Freight Line in Q1 2019 and has held it in 29 quarters since.
Giverny Capital's Old Dominion Freight Line position peaked at $1.66M in Q3 2023.
958 funds tracked by Wall St. Rank held Old Dominion Freight Line as of Q1 2026.

Based on Giverny Capital's 13F filing for Q1 2026, filed 15 May 2026.