Francois Rochon's Giverny Capital exited Old Dominion Freight Line Inc (ODFL) during 2026 Q2, according to the 13F-HR/A filed with the SEC on August 26, 2026, selling all 5.01K shares. The position had been worth about $978.2K at the prior quarter-end and carried 0.04% of the book. ODFL had been in the portfolio for about 7 years, since the quarter ended March 31, 2019.
What did the 2026 Q2 filing report for ODFL?
As of June 30, 2026, from the 13F-HR/A filed August 26, 2026.
| Before | After | |
|---|---|---|
| Shares | 5.01K | 0 |
| Reported value | $978.2K | $0 |
| Portfolio weight | 0.04% | 0% |
| Held since | 2019 Q1 | sold out in 2026 Q2 |
| Quarters held | 29 |
What did Francois Rochon sell?
Francois Rochon sold 5.01K shares of ODFL between the quarter ended March 31, 2026 and June 30, 2026. The ODFL exit was the 40th largest of the quarter's 56 position changes by percent change to portfolio.
Where does ODFL sit in the Francois Rochon portfolio?
Before the sale, ODFL carried 0.04% of the Francois Rochon portfolio, below the fund's average stock position of 2%. The largest stock position is GOOG at 7.19%. Next come HEI-A at 6.38% and META at 5.74%. The three largest stocks together are 19.3% of the book. Across the 2026 Q2 portfolio, Francois Rochon reported 51 stock positions, with 7 opened and 7 closed. The total portfolio value is about $3B, up 9% from the prior quarter.
How long has Francois Rochon held ODFL?
Francois Rochon held ODFL for about 7 years, from the quarter ended March 31, 2019 to March 31, 2026. The weight peaked at 0.09% in 2023 Q3. Last quarter the fund had trimmed the position by 5%. Every reported trade is on the Francois Rochon ODFL trade history page.
FAQ
How many ODFL shares did Francois Rochon sell?
Francois Rochon sold all 5.01K shares of ODFL it reported a quarter earlier, worth about $978.2K.
When did Francois Rochon first buy ODFL?
Francois Rochon first reported ODFL in the quarter ended March 31, 2019.
How much of the Francois Rochon portfolio was ODFL?
ODFL was 0.04% of the Francois Rochon portfolio at the prior quarter-end, and 0% after the sale.