Balyasny Asset Management L.P.
Position in ODFL — Old Dominion Freight Line, Inc.
CIK 1218710
Chicago, IL
Position in ODFL
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$254,662,670
+$253,793,058 QoQ
Shares Held
1,303,289
+23399.6% QoQ
Ownership
0.627%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ODFL Over Time
Shares Held
Position Value (USD)
Derivatives in ODFL
reported options exposure · as of Sep 30, 2022CallValue
$0
CallShares
0
PutValue
$621,925
PutShares
5,000
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, 2026Balyasny Asset Management L.P. holds $397,424,104 across 7 Trucking names. ODFL ranks #1 (64.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ODFL |
Old Dominion Freight Line, Inc.
This page
|
1,303,289 | $254,662,670 | |
| 2 | XPO |
XPO, Inc.
|
441,014 | $85,799,273 | |
| 3 | SAIA |
Saia Inc
|
110,857 | $38,941,846 | |
| 4 | WERN |
Werner Enterprises Inc
|
445,598 | $13,105,037 | |
| 5 | TFII |
TFI International Inc.
|
39,863 | $4,330,317 | |
| 6 | HTLD |
Heartland Express Inc
|
38,204 | $397,321 | |
| 7 | MRTN |
Marten Transport Ltd
|
14,291 | $187,640 |
All Filings in ODFL
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $254,662,670 | 1,303,289 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $869,612 | 5,546 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $272,268 | 1,934 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,119,428 | 31,543 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $836,488 | 4,742 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,400,213 | 7,049 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $618,276 | 3,501 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,944,841 | 8,868 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,069,209 | 10,210 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $26,803,988 | 131,026 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $337,951 | 1,828 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $47,712,657 | 279,971 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $48,997,596 | 345,321 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $621,925 | 5,000 | Put | Sole | 2022-11-15 | |
| 2022-03-31 | $2,240,100 | 15,000 | Put | Sole | 2022-05-16 | |
| 2021-03-31 | $31,664,160 | 263,418 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $41,152,922 | 421,692 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $21,438,296 | 236,992 | Shares | Sole | 2020-11-16 | |
| No filing history on record for this holder in this stock. | ||||||