AKRE Capital Management’s O'Reilly Automotive ORLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $359M | Sell |
3,885,813
-2,834,006
| -42% | -$266M | 5.85% | 9 |
|
|
2025
Q4 | $613M | Sell |
6,719,819
-1,892,609
| -22% | -$185M | 6.72% | 7 |
|
|
2025
Q3 | $929M | Sell |
8,612,428
-798,286
| -8% | -$80.2M | 9.26% | 6 |
|
|
2025
Q2 | $848M | Sell |
9,410,714
-3,547,936
| -27% | -$323M | 8.31% | 6 |
|
|
2025
Q1 | $1.24B | Sell |
12,958,650
-470,550
| -4% | -$40.9M | 11.9% | 2 |
|
|
2024
Q4 | $1.06B | Sell |
13,429,200
-356,775
| -3% | -$28.8M | 9.18% | 5 |
|
|
2024
Q3 | $1.06B | Sell |
13,785,975
-555,210
| -4% | -$40.8M | 8.81% | 5 |
|
|
2024
Q2 | $1.01B | Sell |
14,341,185
-485,025
| -3% | -$33.5M | 8.88% | 5 |
|
|
2024
Q1 | $1.12B | Sell |
14,826,210
-471,750
| -3% | -$33M | 9.23% | 5 |
|
|
2023
Q4 | $969M | Sell |
15,297,960
-534,135
| -3% | -$33.8M | 8.15% | 5 |
|
|
2023
Q3 | $959M | Sell |
15,832,095
-874,200
| -5% | -$54.8M | 8.33% | 6 |
|
|
2023
Q2 | $1.06B | Sell |
16,706,295
-1,026,225
| -6% | -$62.7M | 8.86% | 5 |
|
|
2023
Q1 | $1B | Sell |
17,732,520
-1,725
| -0% | -$94.5K | 8.83% | 5 |
|
|
2022
Q4 | $998M | Sell |
17,734,245
-4,338,945
| -20% | -$233M | 9.02% | 5 |
|
|
2022
Q3 | $1.04B | Sell |
22,073,190
-1,500,000
| -6% | -$69.9M | 9.13% | 4 |
|
|
2022
Q2 | $993M | Sell |
23,573,190
-83,925
| -0.4% | -$3.61M | 7.95% | 5 |
|
|
2022
Q1 | $1.08B | Sell |
23,657,115
-32,100
| -0.1% | -$1.43M | 7.37% | 5 |
|
|
2021
Q4 | $1.12B | Buy |
23,689,215
+8,610
| +0% | +$373K | 6.22% | 5 |
|
|
2021
Q3 | $965M | Sell |
23,680,605
-42,105
| -0.2% | -$1.69M | 5.94% | 5 |
|
|
2021
Q2 | $895M | Sell |
23,722,710
-5,100
| -0% | -$183K | 5.51% | 7 |
|
|
2021
Q1 | $802M | Sell |
23,727,810
-3,868,350
| -14% | -$120M | 5.46% | 7 |
|
|
2020
Q4 | $833M | Sell |
27,596,160
-11,460
| -0% | -$346K | 5.63% | 6 |
|
|
2020
Q3 | $849M | Sell |
27,607,620
-20,865
| -0.1% | -$634K | 5.98% | 5 |
|
|
2020
Q2 | $777M | Sell |
27,628,485
-16,125
| -0.1% | -$421K | 5.85% | 5 |
|
|
2020
Q1 | $555M | Sell |
27,644,610
-659,280
| -2% | -$16.8M | 5.39% | 6 |
|
|
2019
Q4 | $827M | Sell |
28,303,890
-2,220
| -0% | -$63.5K | 7.58% | 5 |
|
|
2019
Q3 | $752M | Sell |
28,306,110
-2,460
| -0% | -$63.5K | 7.41% | 5 |
|
|
2019
Q2 | $697M | Sell |
28,308,570
-1,455
| -0% | -$36.9K | 7.07% | 5 |
|
|
2019
Q1 | $733M | Buy |
28,310,025
+2,550
| +0% | +$61.7K | 7.73% | 5 |
|
|
2018
Q4 | $650M | Sell |
28,307,475
-2,130
| -0% | -$48.5K | 8.22% | 4 |
|
|
2018
Q3 | $655M | Sell |
28,309,605
-15,345
| -0.1% | -$326K | 7.65% | 5 |
|
|
2018
Q2 | $517M | Sell |
28,324,950
-79,935
| -0.3% | -$1.39M | 6.53% | 6 |
|
|
2018
Q1 | $468M | Sell |
28,404,885
-14,040
| -0% | -$237K | 6.15% | 6 |
|
|
2017
Q4 | $456M | Buy |
28,418,925
+14,535
| +0.1% | +$216K | 6.31% | 7 |
|
|
2017
Q3 | $408M | Buy |
28,404,390
+10,509,000
| +59% | +$139M | 5.96% | 7 |
|
|
2017
Q2 | $261M | Buy |
17,895,390
+5,520,255
| +45% | +$90.1M | 4.24% | 11 |
|
|
2017
Q1 | $223M | Buy |
12,375,135
+17,040
| +0.1% | +$308K | 3.66% | 11 |
|
|
2016
Q4 | $229M | Sell |
12,358,095
-41,625
| -0.3% | -$760K | 4.21% | 11 |
|
|
2016
Q3 | $232M | Buy |
12,399,720
+35,295
| +0.3% | +$661K | 4.45% | 10 |
|
|
2016
Q2 | $223M | Sell |
12,364,425
-51,990
| -0.4% | -$919K | 4.5% | 10 |
|
|
2016
Q1 | $227M | Sell |
12,416,415
-75
| -0% | -$1.28K | 4.77% | 8 |
|
|
2015
Q4 | $210M | Sell |
12,416,490
-435
| -0% | -$7.54K | 4.66% | 7 |
|
|
2015
Q3 | $207M | Sell |
12,416,925
-35,820
| -0.3% | -$578K | 4.8% | 8 |
|
|
2015
Q2 | $188M | Buy |
12,452,745
+298,560
| +2% | +$4.43M | 4.52% | 8 |
|
|
2015
Q1 | $175M | Sell |
12,154,185
-96,135
| -0.8% | -$1.29M | 4.44% | 9 |
|
|
2014
Q4 | $157M | Sell |
12,250,320
-13,650
| -0.1% | -$160K | 4.14% | 10 |
|
|
2014
Q3 | $123M | Sell |
12,263,970
-55,035
| -0.4% | -$562K | 3.49% | 12 |
|
|
2014
Q2 | $124M | Sell |
12,319,005
-9,225
| -0.1% | -$91K | 3.59% | 9 |
|
|
2014
Q1 | $122M | Buy |
12,328,230
+8,685
| +0.1% | +$82.9K | 3.9% | 10 |
|
|
2013
Q4 | $106M | Sell |
12,319,545
-3,525
| -0% | -$29.7K | 3.91% | 9 |
|
|
2013
Q3 | $105M | Buy |
12,323,070
+25,800
| +0.2% | +$211K | 4.47% | 8 |
|
|
2013
Q2 | $92.3M | Buy |
+12,297,270
| New | +$88.5M | 4.18% | 9 |
|
Other funds holding ORLY
VCM
VPM
N
AKRE Capital Management's ORLY Position: Q1 2026 in Review
AKRE Capital Management reduced its O'Reilly Automotive (ORLY) stake by 42% in Q1 2026, selling an estimated $266M and leaving 3,885,813 shares worth $359M. The position accounts for 5.85% of the portfolio, ranked #9.
AKRE Capital Management first reported a position in ORLY in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.24B in Q1 2025. 1,649 funds tracked by Wall St. Rank hold ORLY as of Q1 2026.
- AKRE Capital Management held 3,885,813 shares of O'Reilly Automotive worth $359M as of Q1 2026.
- AKRE Capital Management sold 2,834,006 O'Reilly Automotive shares in Q1 2026, an estimated $266M.
- O'Reilly Automotive made up 5.85% of AKRE Capital Management's portfolio in Q1 2026, its #9 holding.
- AKRE Capital Management first reported a position in O'Reilly Automotive in Q2 2013 and has held it in 52 quarters since.
- AKRE Capital Management's O'Reilly Automotive position peaked at $1.24B in Q1 2025.
- 1,649 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2026.
Based on AKRE Capital Management's 13F filing for Q1 2026, filed 14 May 2026.