Stelliam Investment 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
2016 Q2	–	Sell	-2,377,500	Closed	-$55.2M	–	46
2016 Q1	$55.2M	Buy	2,377,500 +232,500	+11%	+$4.76M	1.73%	25
2015 Q4	$42.2M	Sell	2,145,000 -555,000	-21%	-$11.5M	1.35%	36
2015 Q3	$54.9M	Buy	2,700,000 +330,000	+14%	+$7.5M	1.58%	33
2015 Q2	$54.2M	Buy	2,370,000 +217,500	+10%	+$5.17M	1.45%	41
2015 Q1	$55.5M	Sell	2,152,500 -292,500	-12%	-$7.4M	1.39%	40
2014 Q4	$63.3M	Buy	2,445,000 +172,500	+8%	+$4.28M	1.64%	28
2014 Q3	$53.5M	Sell	2,272,500 -187,500	-8%	-$4.13M	1.55%	34
2014 Q2	$52.2M	Buy	2,460,000 +247,500	+11%	+$4.99M	1.48%	34
2014 Q1	$41.8M	Buy	2,212,500 +45,000	+2%	+$816K	1.54%	37
2013 Q4	$38.3M	Buy	2,167,500 +225,000	+12%	+$3.69M	1.59%	37
2013 Q3	$29.8M	Buy	1,942,500 +325,500	+20%	+$4.84M	1.48%	35
2013 Q2	$22.4M	Buy	+1,617,000	New	+$21.7M	1.26%	41