Follow-The-Filings

Security · featured owners

ODFL Old Dominion Freight Line In

Industrials COM Equity as of 2026 Q2 among managers we track

  • 3 Owners
  • Max 4.9%
  • $117M
  • 1 add 1 reduce 2 exits

ODFL (Old Dominion Freight Line In) is held in 3 featured 13F books as of 2026 Q2. David Rolfe - Wedgewood Partners is the largest tracked holder by portfolio weight (4.9%). Figures are as-filed 13F, not free float.

Who owns this now

Largest portfolio weights among featured holders · max 4.9% (David Rolfe - Wedgewood Partners) · not free-float ownership

  1. David Rolfe reduce 4.9%
  2. Thomas Gayner 0.71%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Thomas Gayner - Markel Group 2026 Q2 0.71% Hold 429,150 $93M history
David Rolfe - Wedgewood Partners 2026 Q2 4.9% Reduce −3.2% 110,288 $24M history
First Eagle Investment Management 2026 Q2 <0.01% Add +352.4% 95 $21K history
Wallace Weitz - Weitz Investment Management exited 2026 Q2 last 2026 Q1 1.8% Exit −1.80% 132,000 $26M history
Francois Rochon - Giverny Capital exited 2026 Q2 last 2026 Q1 0.04% Exit −0.04% 5,006 $978K history

SEC filings

Recent issuer filings from EDGAR · 10 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
8-K 7.01,9.01
10-Q
8-K 2.02,9.01
8-K 8.01,9.01
8-K 7.01,9.01
8-K 5.07,8.01,9.01
10-Q
8-K 2.02,9.01
8-K 7.01,9.01
10-K

Insider forms

Form 3 / 4 / 5 from EDGAR · 13 rows shown

Filed Form Detail Links
4 Period Aug 25, 2026
4 Period May 27, 2026
4 Period May 20, 2026
4 Period May 19, 2026
4 Period May 20, 2026 · 9 forms
4 Period May 18, 2026
4 Period May 4, 2026
4 Period Feb 18, 2026
4 Period Feb 26, 2026
4 Period Feb 25, 2026
4 Period Feb 19, 2026
4 Period Feb 18, 2026
4 Period Feb 11, 2026 · 5 forms

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
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 $0.721B $0.695B
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 -$0.662B -$1.23B -$0.992B
Net change in cash $247.49M -$325.12M $11.42M

ownership over time

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