4 hedge funds and family offices disclose a ODFL position in their latest SEC 13F filing — combined $112.6M in market value. Of those, 1 are classified as value investors.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Tom Gayner | Markel Group Inc. | 429,150 | $93.0M | 0.71% | 2026-06-30 |
| 2 | David Rolfe | Wedgewood Partners Inc | 120,051 | $18.8M | 3.52% | 2025-12-31 |
| 3 | Francois Rochon | Giverny Capital Inc. | 5,255 | $824K | 0.03% | 2025-12-31 |
| 4 | Christopher Bloomstran | Semper Augustus Investments Group LLC | 37 | $6K | 0.00% | 2025-12-31 |
As of the latest 13F window, 4 tracked superinvestors hold ODFL. The largest disclosed position is Tom Gayner at $93.0M (0.7% of portfolio).
13F filings are due 45 days after each quarter end and capture long-equity positions held by U.S. institutional managers with $100M+ AUM. Use this page to see exactly who is buying ODFL, how concentrated each position is, and the implied conviction level relative to the rest of each investor's book.
Key takeaways
4 hedge funds and family offices disclose a ODFL position in their latest SEC 13F filing — combined $112.6M in market value. Of those, 1 are classified as value investors.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Tom Gayner | Markel Group Inc. | 429,150 | $93.0M | 0.71% | 2026-06-30 |
| 2 | David Rolfe | Wedgewood Partners Inc | 120,051 | $18.8M | 3.52% | 2025-12-31 |
| 3 | Francois Rochon | Giverny Capital Inc. | 5,255 | $824K | 0.03% | 2025-12-31 |
| 4 | Christopher Bloomstran | Semper Augustus Investments Group LLC | 37 | $6K | 0.00% | 2025-12-31 |
As of the latest 13F window, 4 tracked superinvestors hold ODFL. The largest disclosed position is Tom Gayner at $93.0M (0.7% of portfolio).
13F filings are due 45 days after each quarter end and capture long-equity positions held by U.S. institutional managers with $100M+ AUM. Use this page to see exactly who is buying ODFL, how concentrated each position is, and the implied conviction level relative to the rest of each investor's book.
Key takeaways
