← Top Holdings
ODFLOLD DOMINION FREIGHT LINE IN
CUSIP: 679580100
4
Guru Owners
$132.9M
Total Value Held
680,097
Total Shares
| Investor | Fund | Shares | Value▼ | % of Portfolio | Rpt Price | Period |
|---|---|---|---|---|---|---|
| Markel Group | 429150 | $83.9M | 0.70% | $195.40 | Q1 2026 | |
| Weitz Investment Management | 132000 | $25.8M | 1.80% | $195.40 | Q1 2026 | |
| Wedgewood Partners | 113941 | $22.3M | 4.60% | $195.40 | Q1 2026 | |
| Giverny Capital | 5006 | $978K | 0.04% | $195.40 | Q1 2026 |
📊 Fundamentals
Market Cap$44.8B
P/E Ratio45.1x
Above market avg
Forward P/E33.6x
P/FCF52.0x
EPS (TTM)$4.78
Revenue (TTM)$5.5B
Profit Margin18.46%
Div Yield0.54%
Beta1.18
52-Week Range
$126.01
$252.03
Current: $215.51
Data from Yahoo Finance · refreshed every 4 hours
💡 Trades at 45.1x trailing earnings → 33.6x forward · 18.5% profit margin
📊 Holdings Over Time
How superinvestor ownership has changed across quarters
Quarter-by-Quarter Activity
Q1 '264 owners · $132.9M
SOLDRay Dalio
Q4 '255 owners · $120.0M
Q3 '255 owners · $95.4M
Q2 '254 owners · $102.6M
Q1 '254 owners · $101.3M
Q4 '245 owners · $273.4M
💰 DCF Calculator
DCF model · 10-yr forecastEstimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.
📊 Adjust the assumptions below to calculate an estimated fair value
Projection Period
Revenue Growth Rate
8%analyst est. 7.8%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
15.8%current: 15.8%
1%50%
Discount Rate (WACC)
8.0%typical: 8% large caps · 10% growth
5%20%
Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data
🏛️ Congressional Trades
ODFL: Held by 4 superinvestors · 20 congress member trades
$1,001 - $15,0002025-11-03
$1,001 - $15,0002025-10-07
$1,001 - $15,0002025-10-06
$1,001 - $15,0002025-08-26
$1,001 - $15,0002025-08-04
$1,001 - $15,0002025-07-25
$1,001 - $15,0002025-05-05
$1,001 - $15,0002025-04-25
$1,001 - $15,0002025-04-09
$1,001 - $15,0002025-04-08
$1,001 - $15,0002025-04-04
$1,001 - $15,0002025-04-03
$1,001 - $15,0002025-03-12
$1,001 - $15,0002025-03-06
$1,001 - $15,0002025-02-25
$1,001 - $15,0002025-02-07
$1,001 - $15,0002025-01-21
$1,001 - $15,0002025-01-17
$1,001 - $15,0002024-11-01
$15,001 - $50,0002024-10-04