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SIRIOS CAPITAL MANAGEMENT L P: ODFL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SIRIOS CAPITAL MANAGEMENT L P on ODFL, newest first. How the timeline and the estimate are built.

SIRIOS CAPITAL MANAGEMENT L P held 63,922 ODFL shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 63,922 shares
    Change vs previous 13F -17,687 shares

    1.68% of the 13F portfolio, value $13,845,505.

    13F-HR 0001104883-26-000008 filed by SIRIOS CAPITAL MANAGEMENT L P
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 81,609 shares
    Change vs previous 13F -34,932 shares

    1.93% of the 13F portfolio, value $15,946,399.

    13F-HR 0001104883-26-000005 filed by SIRIOS CAPITAL MANAGEMENT L P
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 116,541 shares
    Change vs previous 13F +1,226 shares

    2.27% of the 13F portfolio, value $18,273,629.

    13F-HR 0001104883-26-000003 filed by SIRIOS CAPITAL MANAGEMENT L P
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 115,315 shares
    Change vs previous 13F +43,007 shares

    2.11% of the 13F portfolio, value $16,234,046.

    13F-HR 0001104883-25-000015 filed by SIRIOS CAPITAL MANAGEMENT L P
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 72,308 shares
    Change vs previous 13F +11,989 shares

    1.7% of the 13F portfolio, value $11,735,588.

    13F-HR 0001104883-25-000010 filed by SIRIOS CAPITAL MANAGEMENT L P
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 60,319 shares
    Change vs previous 13F +3,716 shares

    1.78% of the 13F portfolio, value $9,979,779.

    13F-HR 0001104883-25-000006 filed by SIRIOS CAPITAL MANAGEMENT L P
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 56,603 shares
    Change vs previous 13F -1,705 shares

    1.79% of the 13F portfolio, value $9,984,769.

    13F-HR 0001104883-25-000004 filed by SIRIOS CAPITAL MANAGEMENT L P
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 58,308 shares
    Change vs previous 13F not available

    2.05% of the 13F portfolio, value $11,582,301.

    13F-HR 0001104883-24-000012 filed by SIRIOS CAPITAL MANAGEMENT L P
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).