Thomas Gayner - Markel Group
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    129
Portfolio value:    $11,938,885,174
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 429,150 0.70 Add 1.78% 0.01 $156.00–221.63 · VW $189.37i $83,855,910 SEC
2025   Q4 421,650 0.53 Add 17.53% 0.08 $126.01–163.19 · VW $143.34i $66,114,720 SEC
2025   Q3 358,750 0.41 Add 4.76% 0.02 $133.69–174.79 · VW $149.66i $50,504,825 SEC
2025   Q2 342,450 0.47 Add 9.34% 0.04 $144.90–176.85 · VW $159.96i $55,579,635 SEC
2025   Q1 313,200 0.46 Add 4.16% 0.02 $157.67–209.61 · VW $178.87i $51,818,940 SEC
2024   Q4 300,700 0.47 Add 1.93% <0.01 $174.80–233.26 · VW $202.60i $53,043,480 SEC
2024   Q3 295,000 0.53 Add 5.55% 0.03 $175.65–216.54 · VW $198.16i $58,598,800 SEC
2024   Q2 279,500 0.49 Add 43.33% 0.15 $165.49–227.80 · VW $182.79i $49,359,700 SEC
2024   Q1 195,000 0.42 Add 7.14% 0.03 $187.19–226.17 · VW $208.33i $42,765,450 SEC
2023   Q4 182,000 0.40 Add 14.47% 0.05 $178.50–214.85 · VW $196.24i $36,885,030 SEC
2023   Q3 159,000 0.39 Add 17.78% 0.06 $180.96–219.02 · VW $205.28i $32,526,630 SEC
2023   Q2 135,000 0.30 Add 33.66% 0.08 $147.90–188.65 · VW $164.71i $24,958,125 SEC
2023   Q1 101,000 0.22 Add 34.67% 0.06 $139.99–190.90 · VW $168.83i $17,212,420 SEC
2022   Q4 75,000 0.14 Add 92.31% 0.07 $125.19–161.66 · VW $142.26i $10,641,750 SEC
2022   Q3 39,000 0.07 Add 143.75% 0.04 $120.00–161.86 · VW $137.80i $4,850,000 SEC
2022   Q2 16,000 0.03 Buy 0.03 $115.65–150.16 · VW $133.16i $2,050,000 SEC
Price snapshot:
Current price$232.90
Avg. buy price$169.18
+/- since buy37.67%
52-week low$125.43
52-week high$252.03