ODFL
Old Dominion Freight Line Inc
Old Dominion Freight Line Inc historical holders
total: 5
Wedgewood Partners Old Dominion Freight Line Inc transactions over time
- Total transactions:
- 25
- New positions:
- 2
- Sold out:
- 1
- Added:
- 8
- Reduced:
- 14
- Held since:
- 2021 Q1
- Held for:
- 21 quarters
- Latest activity:
- 2026 Q1
David Rolfe has been an institutional investor in Old Dominion Freight Line Inc (ODFL) since 2018 Q3. According to 2026 Q1 report, David Rolfe holds 113,941 shares with a market value of roughly $22.26M representing 4.60% of their equity portfolio. The fund/company first acquired ODFL in 2018 Q3, initially purchasing about 1.37M shares. David Rolfe later completely sold out the position and reinvested in ODFL again in 2021 Q1. Since the initial investment, Wedgewood Partners has made 24 more transactions in this position.
Does David Rolfe still hold ODFL?
Yes, David Rolfe continues to hold Old Dominion Freight Line Inc (ODFL). According to their 2026 Q1 report, they maintain a position of 113,941 shares valued at approximately $22.26M, representing 4.60% of their equity portfolio.
When did David Rolfe first invest in ODFL?
David Rolfe first invested in Old Dominion Freight Line Inc (ODFL) in 2018 Q3 at the reported quarter-end price of $53.75 per share, acquiring 1,372,221 shares in their initial purchase.
What is David Rolfe's average cost basis for ODFL?
Based on historical transaction data, David Rolfe's estimated cost basis for Old Dominion Freight Line Inc (ODFL) is approximately $132.99 per share. This represents their average reported price* across all buy transactions.
Has David Rolfe reinvested in ODFL after selling?
Yes, David Rolfe has shown renewed interest in Old Dominion Freight Line Inc (ODFL). After completely selling their position, they reinitiated an investment in 2021 Q1, demonstrating continued conviction in this ticker.
Estimated cost basis*
- Weighted AVG buy price:
- $132.99
- Weighted AVG sell price:
- $184.97
ODFL transactions history by Wedgewood Partners
25 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q1
|
4.60%
|
113,941
|
$195.40
|
$22,264,162
|
-5.09% (-6,110)
|
-0.22%
|
|
2025 Q4
|
3.52%
|
120,051
|
$156.80
|
$18,824,014
|
+35.58% (+31,504)
|
+0.92%
|
|
2025 Q3
|
2.28%
|
88,547
|
$140.78
|
$12,465,604
|
+3.78% (+3,227)
|
+0.08%
|
|
2025 Q2
|
2.39%
|
85,320
|
$144.36
|
$12,316,851
|
+3.58% (+2,949)
|
+0.08%
|
|
2025 Q1
|
2.85%
|
82,371
|
$171.65
|
$14,138,999
|
+43.49% (+24,965)
|
+0.86%
|
|
2024 Q4
|
1.99%
|
57,406
|
$176.40
|
$10,126,387
|
-4.84% (-2,922)
|
-0.09%
|
|
2024 Q3
|
2.47%
|
60,328
|
$225.60
|
$13,609,925
|
-0.83% (-502)
|
-0.02%
|
|
2024 Q2
|
2.37%
|
60,830
|
$190.62
|
$11,595,327
|
-2.29% (-1,424)
|
-0.05%
|
|
2024 Q1
|
2.29%
|
62,254
|
$183.92
|
$11,449,730
|
-1.58% (-1,000)
|
-0.04%
|
|
2023 Q4
|
2.82%
|
63,254
|
$211.97
|
$13,407,804
|
-2.31% (-1,494)
|
-0.08%
|
|
2023 Q3
|
3.17%
|
$204.57
|
-42.20% (-47,276)
|
|||
|
2023 Q2
|
3.34%
|
$184.86
|
+1.10% (+1,216)
|
|||
|
2023 Q1
|
3.20%
|
$170.42
|
-1.50% (-1,690)
|
|||
|
2022 Q4
|
2.93%
|
$141.89
|
+0.16% (+178)
|
|||
|
2022 Q3
|
2.63%
|
$124.38
|
-3.20% (-3,716)
|
|||
|
2022 Q2
|
2.57%
|
$128.13
|
+37.17% (+31,446)
|
|||
|
2022 Q1
|
1.78%
|
$149.33
|
+0.67% (+566)
|
|||
|
2021 Q4
|
2.00%
|
$179.19
|
-31.31% (-38,302)
|
|||
|
2021 Q3
|
2.47%
|
$142.98
|
-1.35% (-1,678)
|
|||
|
2021 Q2
|
2.28%
|
$126.90
|
-6.39% (-8,464)
|
|||
|
2021 Q1
|
2.45%
|
$120.20
|
new
|
|||
|
2019 Q2
|
0.00%
|
$48.13
|
-100% (-739,953)
|
|||
|
2019 Q1
|
2.60%
|
$48.13
|
-39.75% (-488,280)
|
|||
|
2018 Q4
|
3.36%
|
$41.16
|
-10.49% (-143,988)
|
|||
|
2018 Q3
|
3.70%
|
$53.75
|
new
|
|||
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.