TWO SIGMA INVESTMENTS, LP
Position in ODFL — Old Dominion Freight Line, Inc.
CIK 1179392
NEW YORK, NY
Position in ODFL
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$46,816,472
-$45,954,718 QoQ
Shares Held
239,593
-59.5% QoQ
Ownership
0.115%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 96.20189237582066.ToString("F0")%
Shared 0.ToString("F0")%
None 3.7981076241793374.ToString("F0")%
Common Shares in ODFL Over Time
Shares Held
Position Value (USD)
Derivatives in ODFL
reported options exposure · as of Dec 31, 2021CallValue
$537,570
CallShares
3,000
PutValue
$1,254,330
PutShares
7,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Trucking
Industrials · as of Mar 31, 2026TWO SIGMA INVESTMENTS, LP holds $186,808,341 across 11 Trucking names. ODFL ranks #1 (25.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ODFL |
Old Dominion Freight Line, Inc.
This page
|
239,593 | $46,816,472 | |
| 2 | XPO |
XPO, Inc.
|
188,622 | $36,696,410 | |
| 3 | TFII |
TFI International Inc.
|
231,785 | $25,178,804 | |
| 4 | MRTN |
Marten Transport Ltd
|
1,429,481 | $18,769,085 | |
| 5 | HTLD |
Heartland Express Inc
|
1,440,134 | $14,977,393 | |
| 6 | KNX |
Knight-Swift Transportation Holdings Inc.
|
220,114 | $12,674,164 | |
| 7 | ARCB |
Arcbest Corp /De/
|
96,912 | $9,532,264 | |
| 8 | SAIA |
Saia Inc
|
22,137 | $7,776,285 |
All Filings in ODFL
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28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $46,816,472 | 239,593 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $92,771,190 | 591,653 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $221,935,446 | 1,576,470 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $34,695,357 | 213,773 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $36,534,007 | 220,816 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $82,366,981 | 466,933 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $73,294,981 | 368,984 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $211,074,969 | 1,195,215 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $126,847,149 | 578,392 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $22,688,549 | 111,951 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $5,963,215 | 29,150 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $887,400 | 4,800 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $204,504 | 1,200 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $170,268 | 1,200 | Shares | Sole | 2023-02-14 | |
| 2021-12-31 | $537,570 | 3,000 | Call | Sole | 2022-02-14 | |
| 2021-12-31 | $9,186,892 | 51,269 | Shares | Sole | 2022-02-14 | |
| 2021-12-31 | $1,254,330 | 7,000 | Put | Sole | 2022-02-14 | |
| 2021-06-30 | $164,970 | 1,300 | Call | Sole | 2021-08-16 | |
| 2021-06-30 | $22,369,170 | 176,274 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $120,205 | 1,000 | Put | Sole | 2021-05-17 | |
| 2021-03-31 | $252,430 | 2,100 | Call | Sole | 2021-05-17 | |
| 2020-12-31 | $292,770 | 3,000 | Call | Sole | 2021-02-16 | |
| 2020-12-31 | $1,836,936 | 18,823 | Shares | Sole | 2021-02-16 | |
| 2020-12-31 | $107,349 | 1,100 | Put | Sole | 2021-02-16 | |
| 2020-09-30 | $40,596,729 | 448,781 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $178,069 | 2,100 | Put | Sole | 2020-08-14 | |
| 2020-06-30 | $5,731,718 | 67,595 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $315,024 | 4,800 | Put | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||