TWO SIGMA INVESTMENTS, LP
Position in ODFL — Old Dominion Freight Line, Inc.
CIK 1179392
NEW YORK, NY
Position in ODFL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$37,452,739
-$9,363,733 QoQ
Shares Held
172,912
-27.8% QoQ
Ownership
0.083%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#99
of 1,017 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in ODFL Over Time
Shares Held
Position Value (USD)
Derivatives in ODFL
reported options exposure · as of Dec 31, 2021CallValue
$1,075,140
CallShares
6,000
PutValue
$2,508,660
PutShares
14,000
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 Jun 30, 2026TWO SIGMA INVESTMENTS, LP holds $473,484,798 across 11 Trucking names. ODFL ranks #3 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XPO |
XPO, Inc.
|
856,209 | $175,771,145 | |
| 2 | KNX |
Knight-Swift Transportation Holdings Inc.
|
1,718,786 | $133,841,865 | |
| 3 | ODFL |
Old Dominion Freight Line, Inc.
This page
|
172,912 | $37,452,739 | |
| 4 | TFII |
TFI International Inc.
|
224,985 | $32,301,096 | |
| 5 | MRTN |
Marten Transport Ltd
|
1,830,565 | $31,760,302 | |
| 6 | HTLD |
Heartland Express Inc
|
1,371,702 | $20,877,304 | |
| 7 | SAIA |
Saia Inc
|
32,937 | $13,871,746 | |
| 8 | WERN |
Werner Enterprises Inc
|
231,689 | $10,103,957 |
All Filings in ODFL
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $37,452,739 | 172,912 | Shares | Sole | 2026-08-14 | |
| 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 | $45,377,098 | 111,951 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $11,926,431 | 29,150 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,774,800 | 4,800 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $409,008 | 1,200 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $340,536 | 1,200 | Shares | Sole | 2023-02-14 | |
| 2021-12-31 | $1,075,140 | 3,000 | Call | Sole | 2022-02-14 | |
| 2021-12-31 | $18,373,784 | 51,269 | Shares | Sole | 2022-02-14 | |
| 2021-12-31 | $2,508,660 | 7,000 | Put | Sole | 2022-02-14 | |
| 2021-06-30 | $329,940 | 1,300 | Call | Sole | 2021-08-16 | |
| 2021-06-30 | $44,738,341 | 176,274 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $240,410 | 1,000 | Put | Sole | 2021-05-17 | |
| 2021-03-31 | $504,861 | 2,100 | Call | Sole | 2021-05-17 | |
| 2020-12-31 | $585,540 | 3,000 | Call | Sole | 2021-02-16 | |
| 2020-12-31 | $3,673,873 | 18,823 | Shares | Sole | 2021-02-16 | |
| 2020-12-31 | $214,698 | 1,100 | Put | Sole | 2021-02-16 | |
| 2020-09-30 | $81,193,458 | 448,781 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $356,139 | 2,100 | Put | Sole | 2020-08-14 | |
| 2020-06-30 | $11,463,436 | 67,595 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $630,048 | 4,800 | Put | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||