Old Dominion Freight Line, Inc. (ODFL): A Bull Case Theory
We came across a bullish thesis on Old Dominion Freight Line, Inc. on FluentInQuality's Substack. In this article, we will summarize the bull’s 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. | Bristol Gate Capital Partners Peter Simmie | 512,153 | $84,735,743 | -1% | 4.14% |
| 2. | Markel Gayner Asset Management Tom Gayner | 313,200 | $51,818,940 | +5% | 0.46% |
| 3. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 293,743 | $48,599,779 | +294% | 0.04% |
| 4. | Wallace R. Weitz & Co. Wallace Weitz | 208,500 | $34,496,325 | +10% | 1.83% |
| 5. | Citadel Investment Group Ken Griffin | 188,408 | $31,172,104 | -46% | 0.01% |
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 |
|---|---|---|---|---|---|---|
| $205.87 | 6,414 | $1,320,450.18 | 104,266 | 2025-02-13 | Filing | |
| $225.44 | 3,000 | $676,320.00 | 7,383 | 2024-11-08 | Filing | |
| $226.30 | 60,000 | $13,578,000.00 | 1,321,596 | 2024-11-06 | Filing | |
| $200.07 | 7,000 | $1,400,490.00 | 97,890 | 2024-10-28 | Filing | |
| $190.19 | 10,025 | $1,906,654.75 | 1,381,596 | 2024-08-30 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 22,666,405 | $3,750,156,707 | 0.07% | |
| 2. | 16,878,697 | $2,792,580,436 | 0.06% | |
| 3. | 7,812,426 | $1,292,565,882 | 0.05% | |
| 4. | 8,675,751 | $1,286,960,962 | 2.72% | |
| 5. | 5,650,666 | $934,902,742 | 0.19% |
News See All
BofA Lowers PT for Old Dominion (ODFL), Maintains Neutral Rating
Ken Hoexter from BofA made the update following Old Dominion’s mid-second quarter 2025 result.
Goldman Sachs Upgrades Old Dominion Freight Line (ODFL) Stock, Raises PT
On June 2, Goldman Sachs upgraded Old Dominion Freight Line, Inc.
The London Company Large Cap Strategy Increased its Stake in Old Dominion Freight Line (ODFL) on a Dip
The London Company, an investment management company, released “The London Company Large Cap Strategy” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
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Old Dominion Freight Line, Inc. (NASDAQ:ODFL) Q1 2025 Earnings Call Transcript
Old Dominion Freight Line, Inc. (NASDAQ:ODFL) Q1 2025 Earnings Call Transcript April 23, 2025Old Dominion Freight Line, Inc. beats earnings expectations.
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