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 Q2	$679K	Buy	3,133 +105	+3%	+$22.7K	0.23%	40
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 $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

Silphium Asset Management's ODFL Position: Q2 2026 in Review

Silphium Asset Management increased its Old Dominion Freight Line (ODFL) stake by 3.5% in Q2 2026, buying an estimated $22.7K and bringing the position to 3,133 shares worth $679K. The position accounts for 0.23% of the portfolio, ranked #40.

Silphium Asset Management first reported a position in ODFL in Q3 2021 and has held it in 8 quarters since. The position peaked at $778K in Q4 2025. 1,021 funds tracked by Wall St. Rank hold ODFL as of Q2 2026.

Silphium Asset Management held 3,133 shares of Old Dominion Freight Line worth $679K as of Q2 2026.
Silphium Asset Management bought 105 Old Dominion Freight Line shares in Q2 2026, an estimated $22.7K.
Old Dominion Freight Line made up 0.23% of Silphium Asset Management's portfolio in Q2 2026, its #40 holding.
Silphium Asset Management first reported a position in Old Dominion Freight Line in Q3 2021 and has held it in 8 quarters since.
Silphium Asset Management's Old Dominion Freight Line position peaked at $778K in Q4 2025.
1,021 funds tracked by Wall St. Rank held Old Dominion Freight Line as of Q2 2026.

Based on Silphium Asset Management's 13F filing for Q2 2026, filed 30 Jul 2026.