Silphium Asset Management’s Old Dominion Freight Line ODFL Stock Holding History

Silphium Asset 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	$592K	Sell	3,028 -1,935	-39%	-$361K	0.22%	40
2025 Q4	$778K	Buy	+4,963	New	+$712K	0.33%	44
2022 Q4	–	Sell	-2,048	Closed	-$255K	–	47
2022 Q3	$255K	Hold	2,048	–	–	0.23%	40
2022 Q2	$262K	Sell	2,048 -2,000	-49%	-$262K	0.4%	24
2022 Q1	$605K	Buy	4,048 +2,000	+98%	+$311K	0.72%	28
2021 Q4	$367K	Sell	2,048 -1,900	-48%	-$320K	0.34%	24
2021 Q3	$565K	Buy	+3,948	New	+$548K	0.22%	72

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

Silphium Asset Management's ODFL Position: Q1 2026 in Review

Silphium Asset Management reduced its Old Dominion Freight Line (ODFL) stake by 39% in Q1 2026, selling an estimated $361K and leaving 3,028 shares worth $592K. The position accounts for 0.22% of the portfolio, ranked #40.

Silphium Asset Management first reported a position in ODFL in Q3 2021 and has held it in 7 quarters since. The position peaked at $778K in Q4 2025. 956 funds tracked by Wall St. Rank hold ODFL as of Q1 2026.

Silphium Asset Management held 3,028 shares of Old Dominion Freight Line worth $592K as of Q1 2026.
Silphium Asset Management sold 1,935 Old Dominion Freight Line shares in Q1 2026, an estimated $361K.
Old Dominion Freight Line made up 0.22% of Silphium Asset Management's portfolio in Q1 2026, its #40 holding.
Silphium Asset Management first reported a position in Old Dominion Freight Line in Q3 2021 and has held it in 7 quarters since.
Silphium Asset Management's Old Dominion Freight Line position peaked at $778K in Q4 2025.
956 funds tracked by Wall St. Rank held Old Dominion Freight Line as of Q1 2026.

Based on Silphium Asset Management's 13F filing for Q1 2026, filed 5 May 2026.