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	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$58.5M	Sell	648,660 -105,735	-14%	-$9.53M	2.73%	19
2025 Q1	$72M	Sell	754,395 -33,585	-4%	-$3.21M	3.38%	17
2024 Q4	$62.3M	Sell	787,980 -53,070	-6%	-$4.2M	3.3%	18
2024 Q3	$64.6M	Buy	841,050 +69,735	+9%	+$5.35M	3.36%	17
2024 Q2	$54.3M	Buy	771,315 +223,335	+41%	+$15.7M	3.32%	16
2024 Q1	$41.2M	Buy	547,980 +133,470	+32%	+$10M	3.09%	17
2023 Q4	$26.3M	Buy	414,510 +13,410	+3%	+$849K	2.97%	18
2023 Q3	$24.3M	Sell	401,100 -5,070	-1%	-$307K	2.07%	17
2023 Q2	$25.9M	Buy	406,170 +11,865	+3%	+$756K	3.03%	16
2023 Q1	$22.3M	Buy	394,305 +34,305	+10%	+$1.94M	2.59%	16
2022 Q4	$20.3M	Sell	360,000 -45,000	-11%	-$2.53M	2.59%	16
2022 Q3	$19M	Sell	405,000 -30,000	-7%	-$1.41M	2%	18
2022 Q2	$18.3M	Buy	435,000 +45,000	+12%	+$1.9M	2.56%	18
2022 Q1	$17.8M	Sell	390,000 -30,000	-7%	-$1.37M	2.26%	18
2021 Q4	$19.8M	Hold	420,000	–	–	2.29%	17
2021 Q3	$17.1M	Hold	420,000	–	–	1.84%	20
2021 Q2	$15.9M	Sell	420,000 -45,000	-10%	-$1.7M	1.98%	20
2021 Q1	$15.7M	Sell	465,000 -187,500	-29%	-$6.34M	2.12%	18
2020 Q4	$19.7M	Hold	652,500	–	–	2.95%	17
2020 Q3	$20.1M	Sell	652,500 -7,500	-1%	-$231K	3.2%	13
2020 Q2	$18.6M	Sell	660,000 -195,000	-23%	-$5.48M	3.09%	13
2020 Q1	$17.2M	Buy	855,000 +271,800	+47%	+$5.46M	4.38%	11
2019 Q4	$17M	Hold	583,200	–	–	4.63%	10
2019 Q3	$15.5M	Buy	583,200 +30,000	+5%	+$797K	2.84%	9
2019 Q2	$13.6M	Buy	553,200 +88,200	+19%	+$2.17M	2.76%	12
2019 Q1	$12M	Buy	465,000 +90,000	+24%	+$2.33M	3.56%	14
2018 Q4	$8.61M	Sell	375,000 -90,000	-19%	-$2.07M	1.58%	15
2018 Q3	$10.8M	Hold	465,000	–	–	1.84%	11
2018 Q2	$8.48M	Buy	465,000 +90,000	+24%	+$1.64M	2.31%	15
2018 Q1	$6.19M	Buy	375,000 +75,000	+25%	+$1.24M	2.09%	15
2017 Q4	$4.81M	Hold	300,000	–	–	2.02%	15
2017 Q3	$4.31M	Buy	300,000 +165,000	+122%	+$2.37M	1.43%	15
2017 Q2	$1.97M	Buy	+135,000	New	+$1.97M	0.53%	21