Intrinsic Edge Capital Management’s Old Dominion Freight Line ODFL Stock Holding History

Intrinsic Edge 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	$10.5M	Sell	48,612 -1,500	-3%	-$324K	1.09%	33
2026 Q1	$9.79M	Sell	50,112 -10,000	-17%	-$1.86M	1.62%	16
2025 Q4	$9.43M	Buy	60,112 +20,000	+50%	+$2.87M	1.68%	20
2025 Q3	$5.65M	Buy	40,112 +10,000	+33%	+$1.53M	0.79%	48
2025 Q2	$4.89M	Sell	30,112 -9,217	-23%	-$1.47M	0.68%	62
2025 Q1	$6.51M	Buy	39,329 +5,000	+15%	+$909K	1.2%	30
2024 Q4	$6.06M	Buy	34,329 +14,329	+72%	+$2.92M	0.74%	54
2024 Q3	$3.97M	Hold	20,000	–	–	0.48%	64
2024 Q2	$3.53M	Buy	+20,000	New	+$3.77M	0.32%	98
2020 Q2	–	Sell	-19,500	Closed	-$1.28M	–	247
2020 Q1	$1.28M	Buy	+19,500	New	+$1.3M	0.17%	123

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

Intrinsic Edge Capital Management's ODFL Position: Q2 2026 in Review

Intrinsic Edge Capital Management reduced its Old Dominion Freight Line (ODFL) stake by 3% in Q2 2026, selling an estimated $324K and leaving 48,612 shares worth $10.5M. The position accounts for 1.09% of the portfolio, ranked #33.

Intrinsic Edge Capital Management first reported a position in ODFL in Q1 2020 and has held it in 10 quarters since. 1,015 funds tracked by Wall St. Rank hold ODFL as of Q2 2026.

Intrinsic Edge Capital Management held 48,612 shares of Old Dominion Freight Line worth $10.5M as of Q2 2026.
Intrinsic Edge Capital Management sold 1,500 Old Dominion Freight Line shares in Q2 2026, an estimated $324K.
Old Dominion Freight Line made up 1.09% of Intrinsic Edge Capital Management's portfolio in Q2 2026, its #33 holding.
Intrinsic Edge Capital Management first reported a position in Old Dominion Freight Line in Q1 2020 and has held it in 10 quarters since.
1,015 funds tracked by Wall St. Rank held Old Dominion Freight Line as of Q2 2026.

Based on Intrinsic Edge Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.