Wilkinson Global Asset Management LLC ODFL — OLD DOMINION FREIGHT LINE IN

Ownership history in Wilkinson Global Asset Management LLC  ·  7 quarters on record

AI Ownership Summary

Wilkinson Global Asset Management LLC reported OLD DOMINION FREIGHT LINE IN (ODFL) in 7 quarterly 13F filings from 2024 Q1 through 2025 Q3. Peak portfolio weight reached 1.26% in 2024 Q3. The latest visible filing shows ODFL at 0.89% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ODFL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Wilkinson Global Asset Management LLC's position in OLD DOMINION FREIGHT LINE IN, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

ODFL was reported at 0.89% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.26% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ODFL stock page Wilkinson Global Asset Management LLC fund profile Wilkinson Global Asset Management LLC full holdings
How Wilkinson Global Asset Management LLC held ODFL — position size vs. price
% of Fund (quarterly)    ODFL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED — — — 100,977 +1,727 +1.7% 0.89% $14.2M 2025-11-04 $140.88
2025 Q2 REDUCED 7.9% -12.9% ✅ 99,250 -8,569 -7.9% 1.01% $16.1M 2025-08-11 $142.27
2025 Q1 ADDED — — — 107,819 +6,133 +6.0% 1.12% $17.8M 2025-05-01 $149.51
2024 Q4 REDUCED — — — 101,686 -3,803 -3.6% 1.10% $17.9M 2025-01-31 $184.03
2024 Q3 ADDED — — — 105,489 +1,068 +1.0% 1.26% $21.0M 2024-10-31 $199.37
2024 Q2 ADDED — — — 104,421 +54,331 +108.5% 1.15% $18.4M 2024-08-06 $195.68
2024 Q1 INITIATED — — — 50,090 — — 0.69% $11.0M 2024-05-10 $182.72

🏢 Other funds also holding ODFL

As of 2026 Q1 — sorted by position size

AVITY INVESTMENT MANAGEMENT INC. 3Y 7Y 2.63% Davidson Kahn Capital Management, LLC 1.99% QV Investors Inc. 3Y 7Y 1.95% Fisher Funds Management LTD 1.57% Peregrine Asset Advisers, Inc. 3Y 7Y 1.4% SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 3Y 7Y 1.04% North Growth Management Ltd. 3Y 7Y 1.01% Pullen Investment Management, LLC 0.94% Covenant Asset Management, LLC 3Y 7Y 0.77% Values First Advisors, Inc. 3Y 0.7%

FAQ About Wilkinson Global Asset Management LLC and ODFL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Wilkinson Global Asset Management LLC reported owning ODFL?

Wilkinson Global Asset Management LLC reported ODFL across 7 quarterly 13F filings, from 2024 Q1 through 2025 Q3.

What was the largest reported ODFL position in Wilkinson Global Asset Management LLC's portfolio?

The largest reported portfolio weight for ODFL was 1.26% in 2024 Q3.

What is the latest reported ODFL position on this page?

The most recent filing on this page is 2025 Q3, when Wilkinson Global Asset Management LLC reported 100,977 shares, equal to 0.89% of portfolio, with an estimated market value of $14.2M.

What does the chart on this ODFL ownership page compare?

The chart compares Wilkinson Global Asset Management LLC's quarterly ODFL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Wilkinson Global Asset Management LLC time their ODFL position?

Based on 13F filing dates vs. subsequent ODFL price moves, Wilkinson Global Asset Management LLC correctly timed 4 out of 6 reported position changes (67%).

← Back to Wilkinson Global Asset Management LLC Holdings