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Avenir Corporation’s O'Reilly Automotive ORLY Stock Holding History

Avenir Corporation’s Portfolio ORLY Stock Details ORLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$69.2M Sell
749,700
-7,932
-1% -$744K 8.43% 5
2025
Q4 		$69.1M Sell
757,632
-6,451
-0.8% -$630K 7.5% 5
2025
Q3 		$82.4M Sell
764,083
-29,904
-4% -$3.01M 8.58% 4
2025
Q2 		$71.6M Sell
793,987
-89,363
-10% -$8.15M 7.36% 5
2025
Q1 		$84.4M Sell
883,350
-30,915
-3% -$2.69M 8.85% 4
2024
Q4 		$72.3M Sell
914,265
-49,875
-5% -$4.02M 7.4% 5
2024
Q3 		$74M Sell
964,140
-96,375
-9% -$7.08M 7.46% 5
2024
Q2 		$74.7M Sell
1,060,515
-130,365
-11% -$9.01M 7.25% 5
2024
Q1 		$89.6M Sell
1,190,880
-42,495
-3% -$2.97M 7.67% 6
2023
Q4 		$78.1M Sell
1,233,375
-22,245
-2% -$1.41M 6.76% 5
2023
Q3 		$76.1M Sell
1,255,620
-4,260
-0.3% -$267K 7.12% 4
2023
Q2 		$80.2M Sell
1,259,880
-1,740
-0.1% -$106K 7.04% 4
2023
Q1 		$71.4M Sell
1,261,620
-24,135
-2% -$1.32M 6.75% 4
2022
Q4 		$72.3M Buy
1,285,755
+330
+0% +$17.7K 7.25% 4
2022
Q3 		$60.3M Sell
1,285,425
-4,500
-0.3% -$210K 6.39% 4
2022
Q2 		$54.3M Sell
1,289,925
-2,955
-0.2% -$127K 5.19% 4
2022
Q1 		$59M Sell
1,292,880
-12,435
-1% -$555K 4.72% 5
2021
Q4 		$61.5M Buy
1,305,315
+2,115
+0.2% +$91.5K 4.74% 6
2021
Q3 		$53.1M Sell
1,303,200
-54,120
-4% -$2.17M 4.46% 6
2021
Q2 		$51.2M Sell
1,357,320
-1,065
-0.1% -$38.2K 4.07% 8
2021
Q1 		$45.9M Buy
1,358,385
+20,580
+2% +$638K 3.97% 10
2020
Q4 		$40.4M Buy
1,337,805
+249,360
+23% +$7.53M 3.85% 11
2020
Q3 		$33.5M Sell
1,088,445
-8,775
-0.8% -$267K 3.49% 12
2020
Q2 		$30.8M Sell
1,097,220
-40,875
-4% -$1.07M 3.51% 11
2020
Q1 		$22.8M Sell
1,138,095
-18,810
-2% -$481K 3.09% 12
2019
Q4 		$33.8M Sell
1,156,905
-2,100
-0.2% -$60.1K 3.44% 11
2019
Q3 		$30.8M Buy
1,159,005
+40,785
+4% +$1.05M 3.23% 11
2019
Q2 		$27.5M Sell
1,118,220
-8,385
-0.7% -$212K 2.87% 12
2019
Q1 		$29.2M Sell
1,126,605
-4,455
-0.4% -$108K 3.09% 12
2018
Q4 		$26M Sell
1,131,060
-12,900
-1% -$294K 3.24% 12
2018
Q3 		$26.5M Sell
1,143,960
-18,375
-2% -$391K 2.91% 13
2018
Q2 		$21.2M Sell
1,162,335
-88,545
-7% -$1.54M 2.42% 13
2018
Q1 		$20.6M Sell
1,250,880
-254,505
-17% -$4.3M 2.25% 15
2017
Q4 		$24.1M Sell
1,505,385
-473,250
-24% -$7.05M 2.23% 15
2017
Q3 		$28.4M Buy
1,978,635
+1,313,325
+197% +$17.3M 2.44% 16
2017
Q2 		$9.7M Buy
665,310
+79,830
+14% +$1.3M 0.86% 24
2017
Q1 		$10.5M Buy
+585,480
New +$10.6M 0.92% 22

Other funds holding ORLY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Avenir Corporation's ORLY Position: Q1 2026 in Review

Avenir Corporation reduced its O'Reilly Automotive (ORLY) stake by 1% in Q1 2026, selling an estimated $744K and leaving 749,700 shares worth $69.2M. The position accounts for 8.43% of the portfolio, ranked #5.

Avenir Corporation first reported a position in ORLY in Q1 2017 and has held it in 37 quarters since. The position peaked at $89.6M in Q1 2024. 1,651 funds tracked by Wall St. Rank hold ORLY as of Q1 2026.

  • Avenir Corporation held 749,700 shares of O'Reilly Automotive worth $69.2M as of Q1 2026.
  • Avenir Corporation sold 7,932 O'Reilly Automotive shares in Q1 2026, an estimated $744K.
  • O'Reilly Automotive made up 8.43% of Avenir Corporation's portfolio in Q1 2026, its #5 holding.
  • Avenir Corporation first reported a position in O'Reilly Automotive in Q1 2017 and has held it in 37 quarters since.
  • Avenir Corporation's O'Reilly Automotive position peaked at $89.6M in Q1 2024.
  • 1,651 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2026.

Based on Avenir Corporation's 13F filing for Q1 2026, filed 14 May 2026.