David Rolfe - Wedgewood Partners
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    22
Portfolio value:    $484,285,577
Holdings Activity Buys Sells    History
Holding/activity history for  Old Dominion Freight Line, Inc. (ODFL)
← All ODFL superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 113,941 4.60 Reduce 5.09% 0.18 $156.00–221.63 · VW $189.37i $22,264,162 SEC
2025   Q4 120,051 3.52 Add 35.58% 0.92 $126.01–163.19 · VW $143.34i $18,824,014 SEC
2025   Q3 88,547 2.28 Add 3.78% 0.08 $133.69–174.79 · VW $149.66i $12,465,604 SEC
2025   Q2 85,320 2.39 Add 3.58% 0.08 $144.90–176.85 · VW $159.96i $12,316,851 SEC
2025   Q1 82,371 2.85 Add 43.49% 0.86 $157.67–209.61 · VW $178.87i $14,138,999 SEC
2024   Q4 57,406 1.99 Reduce 4.84% 0.12 $174.80–233.26 · VW $202.60i $10,126,387 SEC
2024   Q3 60,328 2.47 Reduce 0.83% 0.02 $175.65–216.54 · VW $198.16i $13,609,925 SEC
2024   Q2 60,830 2.37 Reduce 2.29% 0.05 $165.49–227.80 · VW $182.79i $11,595,327 SEC
2024   Q1 62,254 2.29 Reduce 1.58% 0.04 $187.19–226.17 · VW $208.33i $11,449,730 SEC
2023   Q4 63,254 2.82 Reduce 2.31% 0.07 $178.50–214.85 · VW $196.24i $13,407,804 SEC
2023   Q3 64,748 3.17 Reduce 42.20% 1.41 $180.96–219.02 · VW $205.28i $13,245,673 SEC
2023   Q2 112,024 3.34 Add 1.10% 0.04 $147.90–188.65 · VW $164.71i $20,709,000 SEC
2023   Q1 110,808 3.20 Reduce 1.50% 0.04 $139.99–190.90 · VW $168.83i $18,884,000 SEC
2022   Q4 112,498 2.93 Add 0.16% <0.01 $125.19–161.66 · VW $142.26i $15,962,000 SEC
2022   Q3 112,320 2.63 Reduce 3.20% 0.08 $120.00–161.86 · VW $137.80i $13,970,000 SEC
2022   Q2 116,036 2.57 Add 37.17% 0.70 $115.65–150.16 · VW $133.16i $14,868,000 SEC
2022   Q1 84,590 1.78 Add 0.67% 0.01 $138.79–180.00 · VW $155.42i $12,632,000 SEC
2021   Q4 84,024 2.00 Reduce 31.31% 0.77 $139.51–186.79 · VW $172.07i $15,056,000 SEC
2021   Q3 122,326 2.47 Reduce 1.35% 0.03 $123.34–152.11 · VW $139.62i $17,490,000 SEC
2021   Q2 124,004 2.28 Reduce 6.39% 0.16 $120.14–138.04 · VW $129.25i $15,736,000 SEC
2021   Q1 132,468 2.45 Buy 2.45 $94.72–121.75 · VW $107.66i $15,922,000 SEC
2019   Q2 0 0.00 Sell 100.00% 2.60 $43.62–54.33 · VW $48.36i SEC
2019   Q1 739,953 2.60 Reduce 39.75% 1.34 $39.33–51.31 · VW $47.18i $35,613,000 SEC
2018   Q4 1,228,233 3.36 Reduce 10.49% 0.39 $38.33–54.50 · VW $44.55i $50,557,000 SEC
2018   Q3 1,372,221 3.70 Buy 3.70 $44.64–56.74 · VW $50.55i $73,761,000 SEC
Price snapshot:
Current price$232.90
Avg. buy price$143.08
+/- since buy62.77%
52-week low$125.43
52-week high$252.03