ODFL

Old Dominion Freight Line

4 super-investor ownerscombined $392Mlargest position 4.9%

2 EXIT

4 of the 83 super-investors we track hold ODFL, worth a combined $392M per their latest 13F filings. The largest position: David Rolfe at 4.9% of their portfolio. This quarter the cohort logged 0 buys and 2 sells on the name. Conviction score: 24 of 100 (how strongly the cohort backs it) — ranked #573 of 742 stocks. The stock is up 12.1x since a tracked investor first held it at conviction size (Q2 2016 or earlier). Conviction easing: 2 fewer super-investors hold it than in 2026Q1.

Held through it: David Rolfe (21q straight), Wallace Weitz (8q straight), Henry Ellenbogen (7q straight) and 1 more. All multibaggers the cohort held →

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Why super-investors own ODFL

ODFL is held by 4 super-investors in our cohort, with a combined position value of $392M. The highest-conviction owner is David Rolfe at 4.9% of their portfolio. Cohort ownership has shrunk from 5 to 4 over the last four quarters — net interest is fading. This quarter the cohort registered 2 exited.

AI-synthesized from 13F filings. Not investment advice.