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What smart money is saying about Old Dominion Freight Line, Inc.United States flag

ODFL · Industrials · Trucking · Market cap $31.56B

4 funds in our archive have pitched Old Dominion Freight Line, Inc. — most recently Wedgewood Partners in December 2025.

Company profile

Old Dominion Freight Line, Inc. operates as a less-than-truckload (LTL) motor carrier in the United States and North America. It provides regional, inter-regional, and national LTL services, including expedited transportation. The company also offers various value-added services, such as container drayage, truckload brokerage, and supply chain consulting. As of December 31, 2021, it owned and operated 10,403 tractors, 27,917 linehaul trailers, and 13,303 pickup and delivery trailers; 3 fleet maintenance centers; and 251 service centers. Old Dominion Freight Line, Inc. was founded in 1934 and is headquartered in Thomasville, North Carolina.

Fund coverage · 4 theses

  • Wedgewood Partners
    December 2025

    Old Dominion Freight Line is a best-in-class LTL carrier expected to gain profit share through superior capacity and cost management across cycles.

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  • The London Company Large Cap
    September 2025

    Old Dominion Freight Line, Inc. is well-positioned to outperform in a recovering industrial economy despite current declining volume trends and challenges in the trucking sector.

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  • Bell Global Emerging Companies Fund
    June 2025

    Old Dominion Freight Line is a high-quality LTL carrier with strong long-term growth potential, consistently delivering high returns and gaining market share despite recent challenges.

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  • Conestoga
    December 2024

    Old Dominion Freight Line, Inc. is a leading less-than-truckload carrier in the U.S. with strong competitive advantages, poised to regain market share as the freight industry recovers from a recession.

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