Follow-The-Filings

Security

ODFL

Old Dominion Freight Line In · COM

Equity holders as of 2026 Q1 (each manager’s latest book)

16 owners 1 new 2 exits max 4.6% (David Rolfe - Wedgewood P...)

grid → activity → earnings →
owners 16
max % 4.6%
tracked value $4.7B
qoq N 1 A 7 R 5 E 2

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
David Rolfe - Wedgewood Partners Inc. 2026 Q1 4.6% Reduce +1.08 pp 113,941 $22M hist
Wallace Weitz - Weitz Investment Management, Inc. 2026 Q1 1.8% Reduce -0.14 pp 132,000 $26M hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.3% Add +0.33 pp 1,303,289 $255M hist
Natixis Advisors, LLC 2026 Q1 0.2% Add +0.04 pp 602,462 $118M hist
Two Sigma Investments, LP 2025 Q4 stale 0.1% Exit -0.13 pp 591,653 $93M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.1% Add +0.01 pp 153,414 $30M hist
Vanguard Group Inc. 2025 Q4 stale 0.1% Reduce 0.00 pp 22,851,995 $3.6B hist
Norges Bank 2025 Q4 stale 0.1% Exit -0.05 pp 2,837,904 $445M hist
Francois Rochon - Giverny Capital Inc. 2026 Q1 0.0% Reduce +0.01 pp 5,006 $978 hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% Add +0.02 pp 300,427 $58M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Add +0.01 pp 217,256 $42M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Add 0.00 pp 298,080 $58M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.0% Reduce -0.04 pp 38,089 $7M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% New 0.0% 4,600 $899 hist
Ancora Advisors LLC 2026 Q1 0.0% Add 0.00 pp 147 $29 hist
First Eagle Investment Management, LLC 2026 Q1 0.0% — 21 $4 hist
Renaissance Technologies LLC exited 2026 Q1 last 2025 Q4 0.1% Exit -0.05 pp 206,882 $32M hist
Ray Dalio - Bridgewater Associates, LP exited 2026 Q1 last 2025 Q4 0.0% Exit -0.01 pp 9,538 $1M hist

16 current · 2 exited last period · options excluded

SEC filings

Recent issuer filings from EDGAR · 25 shown

Filed Form Detail Links
8-K 2.02,9.01 Filing Doc
8-K 8.01,9.01 Filing Doc
8-K 7.01,9.01 Filing Doc
4 Period May 27, 2026 Filing Doc
8-K 5.07,8.01,9.01 Filing Doc
4 Period May 20, 2026 Filing Doc
4 Period May 19, 2026 Filing Doc
4 Period May 20, 2026 Filing Doc
4 Period May 20, 2026 Filing Doc
4 Period May 20, 2026 Filing Doc
4 Period May 20, 2026 Filing Doc
4 Period May 20, 2026 Filing Doc
4 Period May 20, 2026 Filing Doc
4 Period May 20, 2026 Filing Doc
4 Period May 20, 2026 Filing Doc
4 Period May 20, 2026 Filing Doc
4 Period May 18, 2026 Filing Doc
10-Q 10-Q Filing Doc
4 Period May 4, 2026 Filing Doc
8-K 2.02,9.01 Filing Doc
4 Period Feb 18, 2026 Filing Doc
8-K 7.01,9.01 Filing Doc
4 Period Feb 26, 2026 Filing Doc
4 Period Feb 25, 2026 Filing Doc
10-K 10-K Filing Doc

Updated 6 minutes ago Source: SEC EDGAR submissions All on EDGAR

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $5.87B $5.81B $5.5B
Gross profit — — —
Gross margin — — —
Net income $1.24B $1.19B $1.02B
Net margin * 21.1% 20.4% 18.6%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $1.14B $720.68M $694.83M
Total non-current assets * $4.37B $4.77B $4.78B
Total assets $5.51B $5.49B $5.47B
Total current liabilities $544.66M $540.53M $483.91M
Total non-current liabilities $709.92M $706.28M $675.2M
Total equity $4.26B $4.24B $4.31B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $1.57B $1.66B $1.37B
Cash from investing -$659.82M -$751.19M -$366.41M
Cash from financing -$661.83M -$1.23B -$992.31M
Net change in cash $247.49M -$325.12M $11.42M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders