13F data — long US equity only · ~45-day lag from quarter-end · positions may have changed since · not investment advice
← Strongest buys
2

ODFL

OLD DOMINION FREIGHT LINE IN · Industrials

Consensus score 2/100 · #151 this quarter · tier-weighted across tracked managers

NeutralPrice action since filingas of 2026-07-09
vs 50-day avg
+3.7%
21-day momentum
-6.9%
recent volume
0.69×

13F filings lag ~45 days; this is current price/volume action on top — a technical read, not a prediction.

S2· AdvancingStage Analysis · Weinstein
vs 30-wk avg
+15.7%
30-wk MA slope
+7.0%
rel. strength
+30.6
52-wk range
79%

Advancing — above a rising 30-week trend with positive relative strength. Weinstein’s buy zone. Based on the 30-week (150-day) moving average + slope, Mansfield relative strength vs SPY, and volume. Technical read, not advice.

Holders
3
tracked managers
New this Q
0
opened a position
Avg weight
1.8%
of their portfolios
Combined value
$107M
held, at quarter-end

Who’s holding it Q1 2026, by position size

ManagerPosition sizeChange
Wedgewood Partners
Quality growth
4.6%
TRIM
Markel Group
Concentrated
0.7%
ADD
Giverny Capital
Quality compounder
0.0%
TRIM

Position size = share of that manager’s reported long US-equity portfolio. The consensus score weights each holder by quality tier, position size, and whether they were buying or trimming — then discounts very crowded names. It measures agreement among these managers, not expected return.