Old Dominion Freight Line, Inc. (ODFL): A Bull Case Theory
We came across a bullish thesis on Old Dominion Freight Line, Inc. on Value & Error’s Substack. In this article, we will summarize the bulls’ thesis on ODFL.
Old Dominion Freight Line Inc. (ODFL)
Market is closed
Sector: Trucking (No Local)
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Two Sigma Advisors John Overdeck And David Siegel | 1,016,900 | $159,449,920 | -20% | 0.31% |
| 2. | Bristol Gate Capital Partners Peter Simmie | 549,239 | $86,120,906 | +36% | 4.97% |
| 3. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 451,948 | $70,865,446 | +36% | 0.04% |
| 4. | Markel Gayner Asset Management Tom Gayner | 421,650 | $66,114,720 | +18% | 0.53% |
| 5. | Marshall Wace LLP Paul Marshall And Ian Wace | 361,845 | $56,737,295 | +7022% | 0.05% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $175.93 | 2,457 | $432,260.01 | 23,594 | 2025-02-28 | Filing | |
| $63.00 | 1,000 | $63,000.00 | 6,800 | 2016-05-05 | Filing | |
| $69.92 | 3,000 | $209,760.00 | 5,800 | 2015-08-21 | Filing | |
| $71.19 | 400 | $28,476.00 | 2,800 | 2015-05-29 | Filing | |
| $63.21 | 1,582 | $99,996.16 | 3,832 | 2014-05-28 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $195.17 | 10,000 | $1,951,700.00 | 712,800 | 2026-02-19 | Filing | |
| $194.67 | 42,000 | $8,176,140.00 | 722,800 | 2026-02-19 | Filing | |
| $194.27 | 3,134 | $608,842.18 | 11,278 | 2026-02-18 | Filing | |
| $196.43 | 12,024 | $2,361,874.32 | 110,658 | 2026-02-09 | Filing | |
| $205.87 | 6,414 | $1,320,450.18 | 104,266 | 2025-02-13 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 22,851,995 | $3,583,192,816 | 0.05% | |
| 2. | 14,594,054 | $2,288,347,611 | 0.04% | |
| 3. | 7,746,286 | $1,214,617,645 | 0.04% | |
| 4. | 6,881,820 | $1,079,069,381 | 0.06% | |
| 5. | 5,001,214 | $781,213,597 | 0.05% |
News See All
Old Dominion Freight Line, Inc. (NASDAQ:ODFL) Q4 2025 Earnings Call Transcript
Old Dominion Freight Line, Inc. (NASDAQ:ODFL) Q4 2025 Earnings Call Transcript February 4, 2026Old Dominion Freight Line, Inc. beats earnings expectations.
Old Dominion (ODFL) Climbs 9.89% as Morgan Stanley Hikes PT
Old Dominion extended its winning streak to a fourth consecutive day on Wednesday, jumping 9.89 percent to close at $208.54 apiece after receiving a 10 percent price target upgrade for its stock despite...
Old Dominion Freight Line (ODFL) Benefited From Investors' Shift to Cyclical Sectors
Wedgewood Partners, an investment management company, released its fourth-quarter 2025 investor letter.
Evercore ISI Raises Old Dominion (ODFL) Target but Warns Transport Optimism is Priced In
On January 13, Evercore ISI analyst Jonathan Chappell raised his price target on Old Dominion Freight Line, Inc. (NASDAQ:ODFL) to $150 from $139, while keeping an In Line rating on the stock.
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What Makes Old Dominion Freight Lines (ODFL) a Lucrative Investment?
Pelican Bay Capital Management, an investment management company, released its third-quarter 2025 investor letter. A copy of the same can be downloaded here.
Should You Hold Old Dominion Freight Line (ODFL)?
The London Company, an investment management company, released “The London Company Large Cap Strategy” third-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Old Dominion Freight Line, Inc. (NASDAQ:ODFL) Q3 2025 Earnings Call Transcript
Old Dominion Freight Line, Inc. (NASDAQ:ODFL) Q3 2025 Earnings Call Transcript October 29, 2025Old Dominion Freight Line, Inc. beats earnings expectations.
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