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

Telemark 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	$15.2M	Buy	+70,000	New	+$15.1M	1.1%	36
2019 Q4	–	Sell	-120,000	Closed	-$6.8M	–	54
2019 Q3	$6.8M	Buy	+120,000	New	+$6.51M	1.06%	30
2017 Q2	–	Sell	-150,000	Closed	-$4.28M	–	49
2017 Q1	$4.28M	Sell	150,000 -210,000	-58%	-$6.21M	1.01%	31
2016 Q4	$10.3M	Buy	+360,000	New	+$9.65M	2.25%	17
2015 Q1	–	Sell	-510,000	Closed	-$13.2M	–	32
2014 Q4	$13.2M	Hold	510,000	–	–	3.89%	10
2014 Q3	$12M	Buy	+510,000	New	+$11.2M	3.21%	13

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

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

Telemark Asset Management opened a new position in Old Dominion Freight Line (ODFL) in Q2 2026: 70,000 shares worth $15.2M. The stake represents 1.1% of the portfolio and ranks #36 among its holdings. This is a return to the name: Telemark Asset Management previously reported a position in ODFL as recently as Q3 2019.

Telemark Asset Management first reported a position in ODFL in Q3 2014 and has held it in 6 quarters since. 1,021 funds tracked by Wall St. Rank hold ODFL as of Q2 2026.

Telemark Asset Management held 70,000 shares of Old Dominion Freight Line worth $15.2M as of Q2 2026.
Old Dominion Freight Line was a new Telemark Asset Management position in Q2 2026.
Old Dominion Freight Line made up 1.1% of Telemark Asset Management's portfolio in Q2 2026, its #36 holding.
Telemark Asset Management first reported a position in Old Dominion Freight Line in Q3 2014 and has held it in 6 quarters since.
1,021 funds tracked by Wall St. Rank held Old Dominion Freight Line as of Q2 2026.

Based on Telemark Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.