Tom Gayner’s Old Dominion Freight Line ODFL Stock Holding History

Tom Gayner’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	$93M	Hold	429,150	–	–	0.71%	42
2026 Q1	$83.9M	Buy	429,150 +7,500	+2%	+$1.4M	0.7%	42
2025 Q4	$66.1M	Buy	421,650 +62,900	+18%	+$9.02M	0.53%	51
2025 Q3	$50.5M	Buy	358,750 +16,300	+5%	+$2.5M	0.41%	55
2025 Q2	$55.6M	Buy	342,450 +29,250	+9%	+$4.67M	0.47%	52
2025 Q1	$51.8M	Buy	313,200 +12,500	+4%	+$2.27M	0.46%	54
2024 Q4	$53M	Buy	300,700 +5,700	+2%	+$1.16M	0.47%	55
2024 Q3	$58.6M	Buy	295,000 +15,500	+6%	+$3.02M	0.53%	47
2024 Q2	$49.4M	Buy	279,500 +84,500	+43%	+$15.9M	0.49%	50
2024 Q1	$42.8M	Buy	195,000 +13,000	+7%	+$2.71M	0.42%	58
2023 Q4	$36.9M	Buy	182,000 +23,000	+14%	+$4.56M	0.4%	59
2023 Q3	$32.5M	Buy	159,000 +24,000	+18%	+$4.86M	0.39%	61
2023 Q2	$25M	Buy	135,000 +34,000	+34%	+$5.51M	0.3%	69
2023 Q1	$17.2M	Buy	101,000 +26,000	+35%	+$4.35M	0.22%	81
2022 Q4	$10.6M	Buy	75,000 +36,000	+92%	+$5.11M	0.14%	95
2022 Q3	$4.85M	Buy	39,000 +23,000	+144%	+$3.18M	0.07%	104
2022 Q2	$2.05M	Buy	+16,000	New	+$2.1M	0.03%	115

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

Tom Gayner's ODFL Position: Q2 2026 in Review

Tom Gayner held its Old Dominion Freight Line (ODFL) position steady in Q2 2026 at 429,150 shares worth $93M. The position accounts for 0.71% of the portfolio, ranked #42.

Tom Gayner first reported a position in ODFL in Q2 2022 and has held it in 17 quarters since. 1,015 funds tracked by Wall St. Rank hold ODFL as of Q2 2026.

Tom Gayner held 429,150 shares of Old Dominion Freight Line worth $93M as of Q2 2026.
Tom Gayner left its Old Dominion Freight Line share count unchanged in Q2 2026.
Old Dominion Freight Line made up 0.71% of Tom Gayner's portfolio in Q2 2026, its #42 holding.
Tom Gayner first reported a position in Old Dominion Freight Line in Q2 2022 and has held it in 17 quarters since.
1,015 funds tracked by Wall St. Rank held Old Dominion Freight Line as of Q2 2026.

Based on Markel Group's 13F filing for Q2 2026, filed 31 Jul 2026.