Broad Run Investment 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 | $35M | Sell |
378,688
-20,066
| -5% | -$1.88M | 6.16% | 6 |
|
|
2025
Q4 | $36.4M | Sell |
398,754
-841
| -0.2% | -$82.2K | 6.75% | 6 |
|
|
2025
Q3 | $43.1M | Sell |
399,595
-39,554
| -9% | -$3.98M | 7.05% | 3 |
|
|
2025
Q2 | $39.6M | Sell |
439,149
-33,846
| -7% | -$3.09M | 6.06% | 5 |
|
|
2025
Q1 | $45.2M | Sell |
472,995
-209,670
| -31% | -$18.2M | 7.54% | 5 |
|
|
2024
Q4 | $54M | Sell |
682,665
-71,865
| -10% | -$5.79M | 7.33% | 6 |
|
|
2024
Q3 | $57.9M | Sell |
754,530
-9,315
| -1% | -$684K | 6.99% | 4 |
|
|
2024
Q2 | $53.8M | Sell |
763,845
-64,095
| -8% | -$4.43M | 7.36% | 4 |
|
|
2024
Q1 | $62.3M | Sell |
827,940
-22,245
| -3% | -$1.56M | 7.65% | 4 |
|
|
2023
Q4 | $53.8M | Sell |
850,185
-121,035
| -12% | -$7.65M | 7.2% | 7 |
|
|
2023
Q3 | $58.8M | Sell |
971,220
-37,350
| -4% | -$2.34M | 7.78% | 5 |
|
|
2023
Q2 | $64.2M | Sell |
1,008,570
-128,145
| -11% | -$7.83M | 7.6% | 6 |
|
|
2023
Q1 | $64.3M | Sell |
1,136,715
-71,070
| -6% | -$3.89M | 7.67% | 6 |
|
|
2022
Q4 | $68M | Sell |
1,207,785
-378,795
| -24% | -$20.4M | 8.19% | 5 |
|
|
2022
Q3 | $74.4M | Sell |
1,586,580
-343,650
| -18% | -$16M | 8.15% | 6 |
|
|
2022
Q2 | $81.3M | Sell |
1,930,230
-162,810
| -8% | -$7M | 7.4% | 7 |
|
|
2022
Q1 | $95.6M | Sell |
2,093,040
-437,955
| -17% | -$19.6M | 6.76% | 7 |
|
|
2021
Q4 | $119M | Sell |
2,530,995
-112,485
| -4% | -$4.87M | 7.37% | 7 |
|
|
2021
Q3 | $108M | Sell |
2,643,480
-174,915
| -6% | -$7M | 6.9% | 7 |
|
|
2021
Q2 | $106M | Sell |
2,818,395
-134,130
| -5% | -$4.81M | 6.66% | 7 |
|
|
2021
Q1 | $99.8M | Sell |
2,952,525
-1,978,005
| -40% | -$61.3M | 6.64% | 7 |
|
|
2020
Q4 | $149M | Sell |
4,930,530
-289,125
| -6% | -$8.73M | 10.03% | 1 |
|
|
2020
Q3 | $160M | Sell |
5,219,655
-502,095
| -9% | -$15.3M | 10.61% | 1 |
|
|
2020
Q2 | $161M | Sell |
5,721,750
-1,638,870
| -22% | -$42.8M | 10.52% | 2 |
|
|
2020
Q1 | $148M | Sell |
7,360,620
-489,570
| -6% | -$12.5M | 10.37% | 3 |
|
|
2019
Q4 | $229M | Sell |
7,850,190
-971,055
| -11% | -$27.8M | 10% | 3 |
|
|
2019
Q3 | $234M | Sell |
8,821,245
-3,570
| -0% | -$92.2K | 10.02% | 3 |
|
|
2019
Q2 | $217M | Sell |
8,824,815
-263,910
| -3% | -$6.68M | 9.44% | 4 |
|
|
2019
Q1 | $235M | Sell |
9,088,725
-747,360
| -8% | -$18.1M | 10.42% | 3 |
|
|
2018
Q4 | $226M | Sell |
9,836,085
-2,405,550
| -20% | -$54.8M | 10.38% | 2 |
|
|
2018
Q3 | $283M | Sell |
12,241,635
-2,015,100
| -14% | -$42.8M | 10.53% | 2 |
|
|
2018
Q2 | $260M | Sell |
14,256,735
-376,380
| -3% | -$6.55M | 8.85% | 3 |
|
|
2018
Q1 | $241M | Buy |
14,633,115
+108,480
| +0.7% | +$1.83M | 7.83% | 4 |
|
|
2017
Q4 | $233M | Sell |
14,524,635
-74,265
| -0.5% | -$1.11M | 7.52% | 4 |
|
|
2017
Q3 | $210M | Sell |
14,598,900
-67,125
| -0.5% | -$886K | 7.02% | 6 |
|
|
2017
Q2 | $214M | Buy |
14,666,025
+141,465
| +1% | +$2.31M | 7.49% | 3 |
|
|
2017
Q1 | $261M | Buy |
14,524,560
+489,195
| +3% | +$8.84M | 9.84% | 2 |
|
|
2016
Q4 | $261M | Buy |
14,035,365
+734,760
| +6% | +$13.4M | 10.76% | 1 |
|
|
2016
Q3 | $248M | Buy |
13,300,605
+138,585
| +1% | +$2.6M | 11.28% | 2 |
|
|
2016
Q2 | $238M | Buy |
13,162,020
+83,385
| +0.6% | +$1.47M | 11.45% | 2 |
|
|
2016
Q1 | $239M | Sell |
13,078,635
-390
| -0% | -$6.66K | 11.94% | 1 |
|
|
2015
Q4 | $221M | Sell |
13,079,025
-19,890
| -0.2% | -$345K | 11.46% | 1 |
|
|
2015
Q3 | $218M | Sell |
13,098,915
-3,765
| -0% | -$60.8K | 12.39% | 1 |
|
|
2015
Q2 | $197M | Buy |
13,102,680
+181,920
| +1% | +$2.7M | 11.74% | 1 |
|
|
2015
Q1 | $186M | Sell |
12,920,760
-849,630
| -6% | -$11.4M | 11.97% | 1 |
|
|
2014
Q4 | $177M | Buy |
13,770,390
+5,310
| +0% | +$62.2K | 12.35% | 1 |
|
|
2014
Q3 | $138M | Buy |
13,765,080
+12,540
| +0.1% | +$128K | 10.57% | 2 |
|
|
2014
Q2 | $138M | Buy |
13,752,540
+17,940
| +0.1% | +$177K | 9.92% | 1 |
|
|
2014
Q1 | $136M | Buy |
13,734,600
+58,380
| +0.4% | +$557K | 10.31% | 1 |
|
|
2013
Q4 | $117M | Buy |
13,676,220
+2,034,750
| +17% | +$17.2M | 8.88% | 1 |
|
|
2013
Q3 | $99M | Buy |
11,641,470
+640,980
| +6% | +$5.24M | 9.09% | 1 |
|
|
2013
Q2 | $82.6M | Buy |
+11,000,490
| New | +$79.1M | 9.11% | 2 |
|
Other funds holding ORLY
VCM
VPM
N
Broad Run Investment Management's ORLY Position: Q1 2026 in Review
Broad Run Investment Management reduced its O'Reilly Automotive (ORLY) stake by 5% in Q1 2026, selling an estimated $1.88M and leaving 378,688 shares worth $35M. The position accounts for 6.16% of the portfolio, ranked #6.
Broad Run Investment Management first reported a position in ORLY in Q2 2013 and has held it in 52 quarters since. The position peaked at $283M in Q3 2018. 1,651 funds tracked by Wall St. Rank hold ORLY as of Q1 2026.
- Broad Run Investment Management held 378,688 shares of O'Reilly Automotive worth $35M as of Q1 2026.
- Broad Run Investment Management sold 20,066 O'Reilly Automotive shares in Q1 2026, an estimated $1.88M.
- O'Reilly Automotive made up 6.16% of Broad Run Investment Management's portfolio in Q1 2026, its #6 holding.
- Broad Run Investment Management first reported a position in O'Reilly Automotive in Q2 2013 and has held it in 52 quarters since.
- Broad Run Investment Management's O'Reilly Automotive position peaked at $283M in Q3 2018.
- 1,651 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2026.
Based on Broad Run Investment Management's 13F filing for Q1 2026, filed 15 May 2026.