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 Q2	–	Sell	-5,006	Closed	-$978K	–	55
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 $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Giverny Capital's ODFL Position: Q2 2026 in Review

Giverny Capital sold out of Old Dominion Freight Line (ODFL) in Q2 2026, closing a stake of 5,006 shares — an estimated $978K sold.

Giverny Capital first reported a position in ODFL in Q1 2019 and held it in 29 quarters. The position peaked at $1.66M in Q3 2023. 1,022 funds tracked by Wall St. Rank hold ODFL as of Q2 2026.

Giverny Capital reported no remaining Old Dominion Freight Line position as of Q2 2026 after selling out during the quarter.
Giverny Capital sold 5,006 Old Dominion Freight Line shares in Q2 2026, an estimated $978K.
Giverny Capital first reported a position in Old Dominion Freight Line in Q1 2019 and held it in 29 quarters.
Giverny Capital's Old Dominion Freight Line position peaked at $1.66M in Q3 2023.
1,022 funds tracked by Wall St. Rank held Old Dominion Freight Line as of Q2 2026.

Based on Giverny Capital's 13F filing for Q2 2026, filed 14 Aug 2026.