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Wedgewood Partners's investment thesis on Old Dominion Freight Line ($ODFL) — Q4 2025 | Buyside Digest

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$ODFLNASDAQOld Dominion Freight Line

BULL

Wedgewood Partners—ODFL

Fund Letter

Q4 2025

Published January 8, 2026

View Fund Profile

$215.45USD

+15.9% vs last month

$173.13Pitched

+24.4% 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 their Q4 2025 client letter, Wedgewood Partners terms 2025 an 'Annus Horribilis' due to severe relative underperformance caused by extreme market concentration in speculative, high-multiple AI tech stocks. To address this,...

— David A. Rolfe, Michael X. Quigley, Christopher T. Jersan

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What other investors think about $ODFL, and what else Wedgewood Partners 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.

View all $ODFL pitches →