What smart money is saying about Old Dominion Freight Line, Inc.
4 funds in our archive have pitched Old Dominion Freight Line, Inc. — most recently Wedgewood Partners in December 2025.
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.
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Position history
Between Q4 2024 and Q2 2026, 4 fund letters reported a position in Old Dominion Freight Line, Inc. — 4 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 4 | 0 | 4 | 0 |
| Q4 2025 | 0 | 0 | 0 | 1 |
| Q3 2025 | 0 | 0 | 0 | 1 |
| Q2 2025 | 0 | 0 | 0 | 1 |
| Q4 2024 | 0 | 0 | 0 | 1 |
Fund activity · 4 positions · 4 moves
- TrimmedBCV Asset Management Antares Total Return StrategiesJune 2026
“Similarly, we trimmed our positions in Old Dominion Freight Line, Deere & Company, and Applied Materials.”
Old Dominion Freight Line, Inc. - June 2026
“On the other side of the ledger, we sold our holdings of Old Dominion Freight Line as shares approached our base case business value.”
Old Dominion Freight Line, Inc. - June 2026
“We sold the Fund’s profitable investment in Old Dominion Freight Line when the stock traded above our business value estimate.”
Old Dominion Freight Line, Inc. - June 2026
“Trading Activity 2Q During the quarter we added to the Fund’s positions in Danaher, Thermo Fisher Scientific, and Martin Marietta Materials at prices we think offer substantial upside with favorable risk profiles. We trimmed the Fund’s holdings of Analog Devices, Texas Instruments, and Alphabet at substantial gains to help manage position sizes after significant rallies in their stocks. We also pruned the Fund’s position in top holding Berkshire Hathaway as part of our ongoing strategic effort to broaden the portfolio’s equity exposure. We sold the Fund’s profitable investment in Old Dominion Freight Line when the stock traded above our business value estimate.”
Old Dominion Freight Line, Inc.
Fund coverage · 4 theses
- Wedgewood PartnersDecember 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.
Read the full thesis - The London Company Large CapSeptember 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.
Read the full thesis - Bell Global Emerging Companies FundJune 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.
Read the full thesis - ConestogaDecember 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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