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

Shellback 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 		$18.4M Buy
85,000
+48,649
+134% +$10.5M 1.61% 23
2026
Q1 		$7.1M Buy
+36,351
New +$6.78M 1.01% 34
2024
Q3 		– Sell
-15,000
Closed -$2.65M – 126
2024
Q2 		$2.65M Buy
+15,000
New +$2.83M 0.19% 94
2024
Q1 		– Sell
-58,200
Closed -$11.8M – 141
2023
Q4 		$11.8M Buy
58,200
+8,200
+16% +$1.63M 1.03% 35
2023
Q3 		$10.2M Sell
50,000
-25,400
-34% -$5.14M 0.99% 39
2023
Q2 		$13.9M Buy
75,400
+25,400
+51% +$4.11M 1.23% 30
2023
Q1 		$8.52M Buy
50,000
+30,000
+150% +$5.02M 0.96% 38
2022
Q4 		$2.84M Sell
20,000
-35,464
-64% -$5.04M 0.51% 54
2022
Q3 		$6.9M Sell
55,464
-22,634
-29% -$3.13M 1% 36
2022
Q2 		$10M Sell
78,098
-5,000
-6% -$655K 1.74% 21
2022
Q1 		$12.4M Buy
+83,098
New +$12.9M 1.64% 20
2021
Q4 		– Sell
-60,000
Closed -$8.58M – 123
2021
Q3 		$8.58M Sell
60,000
-60,000
-50% -$8.33M 0.5% 63
2021
Q2 		$15.2M Sell
120,000
-40,000
-25% -$5.13M 0.82% 45
2021
Q1 		$19.2M Sell
160,000
-60,000
-27% -$6.44M 1.14% 28
2020
Q4 		$21.5M Sell
220,000
-140,000
-39% -$13.9M 1.72% 16
2020
Q3 		$32.6M Buy
360,000
+57,138
+19% +$5.36M 2.52% 8
2020
Q2 		$25.7M Buy
302,862
+175,600
+138% +$13.3M 2.68% 6
2020
Q1 		$8.35M Buy
+127,262
New +$8.46M 1.85% 19
2019
Q2 		– Sell
-180,000
Closed -$8.66M – 115
2019
Q1 		$8.66M Buy
180,000
+90,000
+100% +$4.21M 1.03% 37
2018
Q4 		$3.71M Buy
+90,000
New +$3.99M 0.67% 39
2016
Q1 		– Sell
-1,548,105
Closed -$30.5M – 100
2015
Q4 		$30.5M Buy
+1,548,105
New +$32.1M 2.45% 11

Other funds holding ODFL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Shellback Capital's ODFL Position: Q2 2026 in Review

Shellback Capital increased its Old Dominion Freight Line (ODFL) stake by 134% in Q2 2026, buying an estimated $10.5M and bringing the position to 85,000 shares worth $18.4M. The position accounts for 1.61% of the portfolio, ranked #23.

Shellback Capital first reported a position in ODFL in Q4 2015 and has held it in 21 quarters since. The position peaked at $32.6M in Q3 2020. 1,021 funds tracked by Wall St. Rank hold ODFL as of Q2 2026.

  • Shellback Capital held 85,000 shares of Old Dominion Freight Line worth $18.4M as of Q2 2026.
  • Shellback Capital bought 48,649 Old Dominion Freight Line shares in Q2 2026, an estimated $10.5M.
  • Old Dominion Freight Line made up 1.61% of Shellback Capital's portfolio in Q2 2026, its #23 holding.
  • Shellback Capital first reported a position in Old Dominion Freight Line in Q4 2015 and has held it in 21 quarters since.
  • Shellback Capital's Old Dominion Freight Line position peaked at $32.6M in Q3 2020.
  • 1,021 funds tracked by Wall St. Rank held Old Dominion Freight Line as of Q2 2026.

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