Sirios Capital Management’s Old Dominion Freight Line ODFL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $15.9M | Sell |
81,609
-34,932
| -30% | -$6.51M | 1.93% | 17 |
|
|
2025
Q4 | $18.3M | Buy |
116,541
+1,226
| +1% | +$176K | 2.27% | 13 |
|
|
2025
Q3 | $16.2M | Buy |
115,315
+43,007
| +59% | +$6.58M | 2.11% | 16 |
|
|
2025
Q2 | $11.7M | Buy |
72,308
+11,989
| +20% | +$1.91M | 1.7% | 21 |
|
|
2025
Q1 | $9.98M | Buy |
60,319
+3,716
| +7% | +$676K | 1.78% | 22 |
|
|
2024
Q4 | $9.98M | Sell |
56,603
-1,705
| -3% | -$347K | 1.79% | 19 |
|
|
2024
Q3 | $11.6M | Sell |
58,308
-941
| -2% | -$183K | 2.05% | 17 |
|
|
2024
Q2 | $10.5M | Buy |
59,249
+12,339
| +26% | +$2.33M | 1.82% | 23 |
|
|
2024
Q1 | $10.3M | Buy |
46,910
+3,432
| +8% | +$716K | 1.94% | 21 |
|
|
2023
Q4 | $8.81M | Buy |
43,478
+6,754
| +18% | +$1.34M | 1.8% | 24 |
|
|
2023
Q3 | $7.51M | Buy |
+36,724
| New | +$7.43M | 1.42% | 31 |
|
|
2022
Q4 | – | Sell |
-83,954
| Closed | -$10.4M | – | 61 |
|
|
2022
Q3 | $10.4M | Sell |
83,954
-58,674
| -41% | -$8.12M | 1.93% | 23 |
|
|
2022
Q2 | $18.3M | Buy |
142,628
+87,038
| +157% | +$11.4M | 3.3% | 9 |
|
|
2022
Q1 | $8.3M | Sell |
55,590
-8,302
| -13% | -$1.29M | 1.1% | 30 |
|
|
2021
Q4 | $11.4M | Sell |
63,892
-20,382
| -24% | -$3.44M | 1.31% | 24 |
|
|
2021
Q3 | $12.1M | Sell |
84,274
-13,194
| -14% | -$1.83M | 1.26% | 28 |
|
|
2021
Q2 | $12.4M | Buy |
+97,468
| New | +$12.5M | 1.08% | 39 |
|
|
2020
Q2 | – | Sell |
-85,456
| Closed | -$5.61M | – | 91 |
|
|
2020
Q1 | $5.61M | Buy |
85,456
+283
| +0.3% | +$18.8K | 0.5% | 43 |
|
|
2019
Q4 | $5.39M | Sell |
85,173
-208,131
| -71% | -$12.8M | 0.35% | 38 |
|
|
2019
Q3 | $16.6M | Sell |
293,304
-252,138
| -46% | -$13.7M | 1.09% | 28 |
|
|
2019
Q2 | $27.1M | Sell |
545,442
-250,362
| -31% | -$12.2M | 1.74% | 21 |
|
|
2019
Q1 | $38.3M | Sell |
795,804
-194,106
| -20% | -$9.07M | 2.32% | 16 |
|
|
2018
Q4 | $40.7M | Buy |
989,910
+219,297
| +28% | +$9.72M | 2.46% | 17 |
|
|
2018
Q3 | $41.4M | Buy |
770,613
+267,879
| +53% | +$13.6M | 2.14% | 18 |
|
|
2018
Q2 | $25M | Buy |
502,734
+163,389
| +48% | +$8.11M | 1.3% | 25 |
|
|
2018
Q1 | $16.6M | Buy |
339,345
+181,608
| +115% | +$8.61M | 0.82% | 33 |
|
|
2017
Q4 | $6.92M | Buy |
+157,737
| New | +$6.34M | 0.34% | 44 |
|
|
2016
Q2 | – | Sell |
-2,567,853
| Closed | -$59.6M | – | 54 |
|
|
2016
Q1 | $59.6M | Sell |
2,567,853
-194,937
| -7% | -$3.99M | 2.24% | 17 |
|
|
2015
Q4 | $54.4M | Sell |
2,762,790
-879,366
| -24% | -$18.2M | 1.97% | 21 |
|
|
2015
Q3 | $74.1M | Buy |
3,642,156
+220,353
| +6% | +$5.01M | 2.43% | 16 |
|
|
2015
Q2 | $78.3M | Buy |
3,421,803
+1,089,471
| +47% | +$25.9M | 2.58% | 14 |
|
|
2015
Q1 | $60.1M | Sell |
2,332,332
-324,528
| -12% | -$8.21M | 2.22% | 15 |
|
|
2014
Q4 | $68.8M | Sell |
2,656,860
-657,099
| -20% | -$16.3M | 2.5% | 16 |
|
|
2014
Q3 | $78M | Sell |
3,313,959
-306,471
| -8% | -$6.75M | 2.7% | 18 |
|
|
2014
Q2 | $76.8M | Sell |
3,620,430
-411,618
| -10% | -$8.3M | 2.63% | 19 |
|
|
2014
Q1 | $76.3M | Buy |
4,032,048
+1,875,834
| +87% | +$34M | 2.49% | 18 |
|
|
2013
Q4 | $38.1M | Buy |
2,156,214
+521,310
| +32% | +$8.55M | 2.95% | 16 |
|
|
2013
Q3 | $25.1M | Buy |
1,634,904
+438,150
| +37% | +$6.51M | 2.72% | 17 |
|
|
2013
Q2 | $16.6M | Buy |
+1,196,754
| New | +$16M | 2.54% | 15 |
|
Other funds holding ODFL
VCM
VPM
Sirios Capital Management's ODFL Position: Q1 2026 in Review
Sirios Capital Management reduced its Old Dominion Freight Line (ODFL) stake by 30% in Q1 2026, selling an estimated $6.51M and leaving 81,609 shares worth $15.9M. The position accounts for 1.93% of the portfolio, ranked #17.
Sirios Capital Management first reported a position in ODFL in Q2 2013 and has held it in 39 quarters since. The position peaked at $78.3M in Q2 2015. 956 funds tracked by Wall St. Rank hold ODFL as of Q1 2026.
- Sirios Capital Management held 81,609 shares of Old Dominion Freight Line worth $15.9M as of Q1 2026.
- Sirios Capital Management sold 34,932 Old Dominion Freight Line shares in Q1 2026, an estimated $6.51M.
- Old Dominion Freight Line made up 1.93% of Sirios Capital Management's portfolio in Q1 2026, its #17 holding.
- Sirios Capital Management first reported a position in Old Dominion Freight Line in Q2 2013 and has held it in 39 quarters since.
- Sirios Capital Management's Old Dominion Freight Line position peaked at $78.3M in Q2 2015.
- 956 funds tracked by Wall St. Rank held Old Dominion Freight Line as of Q1 2026.
Based on Sirios Capital Management's 13F filing for Q1 2026, filed 15 May 2026.