Carmignac Gestion’s O'Reilly Automotive ORLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $57.4M | Sell |
636,340
-93,200
| -13% | -$8.4M | 0.88% | 29 |
|
|
2025
Q1 | $69.7M | Sell |
729,540
-282,000
| -28% | -$26.9M | 1.14% | 27 |
|
|
2024
Q4 | $80M | Buy |
1,011,540
+390,750
| +63% | +$30.9M | 1.27% | 26 |
|
|
2024
Q3 | $47.7M | Buy |
620,790
+331,500
| +115% | +$25.5M | 0.8% | 29 |
|
|
2024
Q2 | $20.4M | Buy |
+289,290
| New | +$20.4M | 0.35% | 48 |
|
|
2023
Q3 | – | Sell |
-925,980
| Closed | -$59M | – | 157 |
|
|
2023
Q2 | $59M | Buy |
925,980
+19,500
| +2% | +$1.24M | 1.02% | 31 |
|
|
2023
Q1 | $51.3M | Sell |
906,480
-1,323,825
| -59% | -$74.9M | 0.85% | 38 |
|
|
2022
Q4 | $125M | Sell |
2,230,305
-649,110
| -23% | -$36.5M | 2.27% | 18 |
|
|
2022
Q3 | $135M | Sell |
2,879,415
-1,658,880
| -37% | -$77.8M | 2.9% | 14 |
|
|
2022
Q2 | $191M | Buy |
4,538,295
+283,560
| +7% | +$11.9M | 4.05% | 9 |
|
|
2022
Q1 | $194M | Buy |
+4,254,735
| New | +$194M | 3.14% | 12 |
|