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.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Two Sigma Advisors John Overdeck And David Siegel | 1,260,400 | $177,439,112 | +1066% | 0.36% |
| 2. | Citadel Investment Group Ken Griffin | 806,742 | $113,573,138 | +760% | 0.02% |
| 3. | Millennium Management Israel Englander | 638,266 | $89,855,087 | +16% | 0.04% |
| 4. | Bristol Gate Capital Partners Peter Simmie | 405,255 | $57,051,847 | -4% | 3.37% |
| 5. | Markel Gayner Asset Management Tom Gayner | 358,750 | $50,504,825 | +5% | 0.41% |
| 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 |
|---|---|---|---|---|---|---|
| $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 |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 23,252,921 | $3,273,546,218 | 0.05% | |
| 2. | 14,435,716 | $2,032,260,037 | 0.04% | |
| 3. | 7,675,550 | $1,080,563,929 | 0.04% | |
| 4. | 4,983,535 | $701,581,980 | 0.13% | |
| 5. | 4,991,650 | $699,891,566 | 0.04% |