Kayne Anderson Rudnick Investment Management
ODFL icon

Kayne Anderson Rudnick Investment Management’s Old Dominion Freight Line ODFL Stock Holding History

Kayne Anderson Rudnick Investment 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
Q1 		$185M Buy
944,294
+42,202
+5% +$7.87M 0.54% 62
2025
Q4 		$141M Sell
902,092
-36,301
-4% -$5.2M 0.38% 79
2025
Q3 		$132M Sell
938,393
-31,078
-3% -$4.76M 0.32% 91
2025
Q2 		$157M Buy
969,471
+426,935
+79% +$68.1M 0.38% 79
2025
Q1 		$89.8M Buy
542,536
+996
+0.2% +$181K 0.22% 109
2024
Q4 		$95.5M Buy
541,540
+14,883
+3% +$3.03M 0.22% 107
2024
Q3 		$105M Buy
526,657
+16,413
+3% +$3.19M 0.23% 105
2024
Q2 		$90.1M Buy
510,244
+25,584
+5% +$4.82M 0.22% 109
2024
Q1 		$106M Buy
484,660
+103,960
+27% +$21.7M 0.25% 105
2023
Q4 		$77.2M Buy
380,700
+28,282
+8% +$5.61M 0.19% 115
2023
Q3 		$72.1M Sell
352,418
-154,650
-30% -$31.3M 0.21% 114
2023
Q2 		$93.7M Buy
507,068
+27,970
+6% +$4.53M 0.26% 105
2023
Q1 		$81.6M Buy
479,098
+7,164
+2% +$1.2M 0.24% 110
2022
Q4 		$67M Buy
471,934
+8,230
+2% +$1.17M 0.21% 119
2022
Q3 		$57.7M Sell
463,704
-102,588
-18% -$14.2M 0.19% 122
2022
Q2 		$72.6M Sell
566,292
-69,138
-11% -$9.06M 0.23% 110
2022
Q1 		$94.9M Sell
635,430
-71,862
-10% -$11.2M 0.25% 111
2021
Q4 		$127M Buy
707,292
+16,104
+2% +$2.72M 0.29% 98
2021
Q3 		$98.8M Buy
691,188
+28,422
+4% +$3.94M 0.24% 113
2021
Q2 		$84.1M Buy
662,766
+226,616
+52% +$29M 0.21% 118
2021
Q1 		$52.4M Buy
436,150
+37,528
+9% +$4.03M 0.14% 137
2020
Q4 		$38.9M Sell
398,622
-18,624
-4% -$1.85M 0.11% 150
2020
Q3 		$37.7M Sell
417,246
-7,928,780
-95% -$744M 0.14% 141
2020
Q2 		$707M Sell
8,346,026
-2,949,502
-26% -$224M 2.95% 2
2020
Q1 		$741M Sell
11,295,528
-42,444
-0.4% -$2.82M 4.23% 2
2019
Q4 		$717M Sell
11,337,972
-137,982
-1% -$8.47M 3.46% 3
2019
Q3 		$650M Buy
11,475,954
+38,055
+0.3% +$2.06M 3.39% 3
2019
Q2 		$569M Buy
11,437,899
+547,347
+5% +$26.6M 3.01% 5
2019
Q1 		$524M Buy
10,890,552
+39,723
+0.4% +$1.86M 2.99% 4
2018
Q4 		$447M Sell
10,850,829
-201,945
-2% -$8.95M 3.08% 4
2018
Q3 		$594M Buy
11,052,774
+1,282,173
+13% +$64.9M 3.47% 3
2018
Q2 		$485M Buy
9,770,601
+1,887,393
+24% +$93.7M 3.11% 4
2018
Q1 		$386M Buy
7,883,208
+708,939
+10% +$33.6M 2.89% 3
2017
Q4 		$315M Buy
7,174,269
+471,084
+7% +$18.9M 2.55% 4
2017
Q3 		$246M Buy
6,703,185
+403,389
+6% +$13.3M 2.22% 8
2017
Q2 		$200M Buy
6,299,796
+472,086
+8% +$13.9M 2% 9
2017
Q1 		$166M Buy
5,827,710
+390,195
+7% +$11.5M 1.81% 11
2016
Q4 		$155M Buy
5,437,515
+4,268,715
+365% +$114M 1.85% 10
2016
Q3 		$26.7M Buy
+1,168,800
New +$26.4M 0.33% 85

Other funds holding ODFL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management's ODFL Position: Q1 2026 in Review

Kayne Anderson Rudnick Investment Management increased its Old Dominion Freight Line (ODFL) stake by 4.7% in Q1 2026, buying an estimated $7.87M and bringing the position to 944,294 shares worth $185M. The position accounts for 0.54% of the portfolio, ranked #62.

Kayne Anderson Rudnick Investment Management first reported a position in ODFL in Q3 2016 and has held it in 39 quarters since. The position peaked at $741M in Q1 2020. 961 funds tracked by Wall St. Rank hold ODFL as of Q1 2026.

  • Kayne Anderson Rudnick Investment Management held 944,294 shares of Old Dominion Freight Line worth $185M as of Q1 2026.
  • Kayne Anderson Rudnick Investment Management bought 42,202 Old Dominion Freight Line shares in Q1 2026, an estimated $7.87M.
  • Old Dominion Freight Line made up 0.54% of Kayne Anderson Rudnick Investment Management's portfolio in Q1 2026, its #62 holding.
  • Kayne Anderson Rudnick Investment Management first reported a position in Old Dominion Freight Line in Q3 2016 and has held it in 39 quarters since.
  • Kayne Anderson Rudnick Investment Management's Old Dominion Freight Line position peaked at $741M in Q1 2020.
  • 961 funds tracked by Wall St. Rank held Old Dominion Freight Line as of Q1 2026.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q1 2026, filed 14 May 2026.