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Bowie Capital Management’s O'Reilly Automotive ORLY Stock Holding History

Bowie Capital Management’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
Q2 		$53.6M Sell
581,887
-102,626
-15% -$9.36M 2.28% 20
2026
Q1 		$63.2M Sell
684,513
-38,488
-5% -$3.61M 2.33% 20
2025
Q4 		$65.9M Buy
723,001
+55,908
+8% +$5.46M 2.64% 19
2025
Q3 		$71.9M Buy
667,093
+18,433
+3% +$1.85M 3.13% 18
2025
Q2 		$58.5M Sell
648,660
-105,735
-14% -$9.64M 2.73% 19
2025
Q1 		$72M Sell
754,395
-33,585
-4% -$2.92M 3.38% 17
2024
Q4 		$62.3M Sell
787,980
-53,070
-6% -$4.28M 3.3% 18
2024
Q3 		$64.6M Buy
841,050
+69,735
+9% +$5.12M 3.36% 17
2024
Q2 		$54.3M Buy
771,315
+223,335
+41% +$15.4M 3.32% 17
2024
Q1 		$41.2M Buy
547,980
+133,470
+32% +$9.33M 3.09% 18
2023
Q4 		$26.3M Buy
414,510
+13,410
+3% +$847K 2.97% 18
2023
Q3 		$24.3M Sell
401,100
-5,070
-1% -$318K 2.07% 22
2023
Q2 		$25.9M Buy
406,170
+11,865
+3% +$725K 3.03% 18
2023
Q1 		$22.3M Buy
394,305
+34,305
+10% +$1.88M 2.59% 20
2022
Q4 		$20.3M Sell
360,000
-45,000
-11% -$2.42M 2.59% 19
2022
Q3 		$19M Sell
405,000
-30,000
-7% -$1.4M 2% 20
2022
Q2 		$18.3M Buy
435,000
+45,000
+12% +$1.94M 2.56% 20
2022
Q1 		$17.8M Sell
390,000
-30,000
-7% -$1.34M 2.26% 18
2021
Q4 		$19.8M Hold
420,000
– – 2.29% 17
2021
Q3 		$17.1M Hold
420,000
– – 1.84% 22
2021
Q2 		$15.9M Sell
420,000
-45,000
-10% -$1.61M 1.98% 21
2021
Q1 		$15.7M Sell
465,000
-187,500
-29% -$5.81M 2.12% 21
2020
Q4 		$19.7M Hold
652,500
– – 2.95% 19
2020
Q3 		$20.1M Sell
652,500
-7,500
-1% -$228K 3.2% 14
2020
Q2 		$18.6M Sell
660,000
-195,000
-23% -$5.1M 3.09% 16
2020
Q1 		$17.2M Buy
855,000
+271,800
+47% +$6.95M 4.38% 11
2019
Q4 		$17M Hold
583,200
– – 4.63% 10
2019
Q3 		$15.5M Buy
583,200
+30,000
+5% +$775K 2.84% 13
2019
Q2 		$13.6M Buy
553,200
+88,200
+19% +$2.23M 2.76% 15
2019
Q1 		$12M Buy
465,000
+90,000
+24% +$2.18M 3.56% 16
2018
Q4 		$8.61M Sell
375,000
-90,000
-19% -$2.05M 1.58% 24
2018
Q3 		$10.8M Hold
465,000
– – 1.84% 18
2018
Q2 		$8.48M Buy
465,000
+90,000
+24% +$1.57M 2.31% 20
2018
Q1 		$6.18M Buy
375,000
+75,000
+25% +$1.27M 2.09% 20
2017
Q4 		$4.81M Hold
300,000
– – 2.02% 18
2017
Q3 		$4.31M Buy
300,000
+165,000
+122% +$2.18M 1.43% 19
2017
Q2 		$1.97M Buy
+135,000
New +$2.2M 0.53% 27

Other funds holding ORLY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Bowie Capital Management's ORLY Position: Q2 2026 in Review

Bowie Capital Management reduced its O'Reilly Automotive (ORLY) stake by 15% in Q2 2026, selling an estimated $9.36M and leaving 581,887 shares worth $53.6M. The position accounts for 2.28% of the portfolio, ranked #20.

Bowie Capital Management first reported a position in ORLY in Q2 2017 and has held it in 37 quarters since. The position peaked at $72M in Q1 2025. 1,352 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

  • Bowie Capital Management held 581,887 shares of O'Reilly Automotive worth $53.6M as of Q2 2026.
  • Bowie Capital Management sold 102,626 O'Reilly Automotive shares in Q2 2026, an estimated $9.36M.
  • O'Reilly Automotive made up 2.28% of Bowie Capital Management's portfolio in Q2 2026, its #20 holding.
  • Bowie Capital Management first reported a position in O'Reilly Automotive in Q2 2017 and has held it in 37 quarters since.
  • Bowie Capital Management's O'Reilly Automotive position peaked at $72M in Q1 2025.
  • 1,352 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on Bowie Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.