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Pelican Bay Capital Management's investment thesis on Old Dominion Freight Line ($ODFL) — Q3 2025 | Buyside Digest

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$ODFLNASDAQOld Dominion Freight Line

BULL

Pelican Bay Capital Management—ODFL

Fund Letter

Q3 2025

Published October 20, 2025

View Fund Profile

$215.45USD

+15.9% vs last month

$136.12Pitched

+58.3% since pitch

Market Cap$44.3B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

In Q3 2025, Pelican Bay Capital Management's Concentrated Value portfolio gained 7.8%, outperforming the Russell 1000 Value Index by 2.5%. Performance was led...

— Tyler Hardt, CFA

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What other investors think about $ODFL, and what else Pelican Bay Capital Management is buying.

Other pitches on $ODFL

Other investors who've written on Old Dominion Freight Line

Wedgewood PartnersBULL

Pitched Apr 13, 2026

Old Dominion Freight Line also contributed to the quarter's performance.

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