ODFL
Old Dominion Freight Line
6 super-investors hold ODFL worth a combined $191M. The largest position: David Rolfe at 4.6% of their portfolio. This quarter the cohort logged 0 buys and 1 sell on the name. Cohort Conviction Score: 31 — ranked #326 of 724 scored stocks.
Why super-investors own ODFL
Six super-investors in the cohort hold ODFL, but ownership has been remarkably stable—and modest—at three to four holders for most of the past two years before a modest uptick. David Rolfe carries the highest conviction at 4.6% of his portfolio ($22M), while Thomas Gayner holds the largest dollar position at $84M despite it representing less than 1% of his portfolio. Activity this quarter was minimal: Wallace Weitz trimmed his $26M position, and no one added or initiated. The cohort owner count has plateaued at three for six consecutive quarters before edging to six, suggesting interest is neither building nor collapsing—this looks like a quiet hold rather than a thesis in motion.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2016Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (6) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Thomas Gayner | 0.7% | 16q | $84M | 429,150 |
| 2 | Joel Greenblatt | <0.1% | 37q | $58M | 298,080 |
| 3 | Wallace Weitz | 1.8% | 10q | $26M | 132,000 |
| 4 | David Rolfe | 4.6% | 24q | $22M | 113,941 |
| 5 | Francois Rochon | <0.1% | 29q | $978K | 5,006 |
| 6 | First Eagle Investment Management | 0.0% | 2q | $4K | 21 |
- 1Thomas Gaynerport0.7%val$84M429,150 sh·16q held
- 2Joel Greenblattport<0.1%val$58M298,080 sh·37q held
- 3Wallace Weitzport1.8%val$26M132,000 sh·10q held
- 4David Rolfeport4.6%val$22M113,941 sh·24q held
- 5Francois Rochonport<0.1%val$978K5,006 sh·29q held
- 6First Eagle Investment Managementport0.0%val$4K21 sh·2q held
Owners of ODFL also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Wallace Weitz | TRIM | 1.8% | -37% | $26M | May 14, 2026 |
Long US equity 13F-HR filings only. CUSIP 679580100. Not investment advice.