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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
2017
Q3 		– Sell
-5,100,000
Closed -$74.4M – 30
2017
Q2 		$74.4M Buy
+5,100,000
New +$83.3M 19.9% 2

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. 1,349 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.
  • 1,349 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.