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.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Bayforest Capital Theodoros Tsagaris | 494 | $96,528 | +1167% | 0.11% |
| 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 | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $200.43 | 80 | $16,034.40 | 4,193 | 2026-02-18 | Filing | |
| $196.50 | 14,402 | $2,829,993.00 | 2,162,113 | 2026-02-26 | Filing | |
| $195.62 | 10,598 | $2,073,180.76 | 2,176,515 | 2026-02-26 | Filing | |
| $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 |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 264,092 | $51,603,676 | 1.04% | |
| 2. | 184,900 | $36,129,460 | 2.63% | |
| 3. | 86,723 | $16,945,701 | 0.19% | |
| 4. | 50,113 | $9,792,080 | 0.06% | |
| 5. | 42,850 | $8,372,890 | 0.14% |