Francois Rochon - Giverny Capital
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    51
Portfolio value:    $2,731,351,278
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 5,006 0.04 Reduce 4.74% <0.01 $156.00–221.63 · VW $189.37i $978,172 SEC
2025   Q4 5,255 0.03 $156.80 $823,984 SEC
2025   Q3 5,255 0.03 $140.78 $739,799 SEC
2025   Q2 5,255 0.03 $162.30 $852,887 SEC
2025   Q1 5,255 0.03 $165.45 $869,440 SEC
2024   Q4 5,255 0.03 $176.40 $926,982 SEC
2024   Q3 5,255 0.04 Add 11.24% <0.01 $175.65–216.54 · VW $198.16i $1,043,853 SEC
2024   Q2 4,724 0.04 Add 100.00% 0.02 $165.49–227.80 · VW $182.79i $834,258 SEC
2024   Q1 2,362 0.02 Reduce 50.00% 0.02 $187.19–226.17 · VW $208.33i $518,010 SEC
2023   Q4 4,724 0.04 Reduce 41.92% 0.04 $178.50–214.85 · VW $196.24i $957,389 SEC
2023   Q3 8,134 0.09 $204.57 $1,663,972 SEC
2023   Q2 8,134 0.08 $184.88 $1,503,773 SEC
2023   Q1 8,134 0.08 $170.42 $1,386,196 SEC
2022   Q4 8,134 0.07 $141.89 $1,154,133 SEC
2022   Q3 8,134 0.07 $124.42 $1,012,000 SEC
2022   Q2 8,134 0.07 $128.11 $1,042,000 SEC
2022   Q1 8,134 0.07 $149.38 $1,215,000 SEC
2021   Q4 8,134 0.08 $179.25 $1,458,000 SEC
2021   Q3 8,134 0.07 $142.98 $1,163,000 SEC
2021   Q2 8,134 0.06 $126.88 $1,032,000 SEC
2021   Q1 8,134 0.07 $120.24 $978,000 SEC
2020   Q4 8,134 0.06 $97.62 $794,000 SEC
2020   Q3 8,134 0.07 $90.49 $736,000 SEC
2020   Q2 8,134 0.07 $84.83 $690,000 SEC
2020   Q1 8,134 0.07 Reduce 0.02% $52.90–75.74 · VW $64.82i $534,000 SEC
2019   Q4 8,136 0.05 $63.30 $515,000 SEC
2019   Q3 8,136 0.05 $56.66 $461,000 SEC
2019   Q2 8,136 0.04 Add 5.24% <0.01 $43.62–54.33 · VW $48.36i $405,000 SEC
2019   Q1 7,731 0.04 Buy 0.04 $39.33–51.31 · VW $47.18i $372,000 SEC
Price snapshot:
Current price$232.90
Avg. buy price$121.11
+/- since buy92.30%
52-week low$125.43
52-week high$252.03