Shellback Capital, LP

Position in ODFL — Old Dominion Freight Line, Inc.

CIK 1591744 BOSTON, MA

Position in ODFL

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$18,411,000

+$11,308,015 QoQ

Shares Held

85,000

+133.8% QoQ

Ownership

0.041%

of shares outstanding

% of Portfolio

1.61%

of 13F equity value

Holder Rank

#160

of 1,017 holders

Holding Since

Mar 2020

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Shellback Capital, LP holds $62,578,603 across 4 Trucking names. ODFL ranks #2 (29.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XPO	XPO, Inc.	99,530	$20,432,513
2	ODFL	Old Dominion Freight Line, Inc. This page	85,000	$18,411,000
3	KNX	Knight-Swift Transportation Holdings Inc.	175,000	$13,627,250
4	SAIA	Saia Inc	24,000	$10,107,840

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$18,411,000	85,000	+133.8%	Shares	Sole	2026-08-14
2026-03-31	$7,102,985	36,351	+142.3%	Shares	Sole	2026-05-15
2024-06-30	$2,649,000	15,000	-48.5%	Shares	Sole	2024-08-14
2023-12-31	$11,795,103	29,100	+16.4%	Shares	Sole	2024-02-14
2023-09-30	$10,228,500	25,000	-33.7%	Shares	Sole	2023-11-14
2023-06-30	$13,939,575	37,700	+50.8%	Shares	Sole	2023-08-14
2023-03-31	$8,521,000	25,000	+150.0%	Shares	Sole	2023-05-15
2022-12-31	$2,837,800	10,000	-63.9%	Shares	Sole	2023-02-13
2022-09-30	$6,898,889	27,732	-29.0%	Shares	Sole	2022-11-14
2022-06-30	$10,007,477	39,049	-6.0%	Shares	Sole	2022-08-15
2022-03-31	$12,409,855	41,549	+38.5%	Shares	Sole	2022-05-16
2021-09-30	$8,579,400	30,000	-50.0%	Shares	Sole	2021-11-15
2021-06-30	$15,228,000	60,000	-45.5%	Shares	Sole	2021-08-16
2020-12-31	$21,469,800	110,000	-38.9%	Shares	Sole	2021-02-16
2020-09-30	$32,565,600	180,000	+18.9%	Shares	Sole	2020-11-16
2020-06-30	$25,681,183	151,431	+138.0%	Shares	Sole	2020-08-14
2020-03-31	$8,352,205	63,631	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.