DSM Capital Partners’s O'Reilly Automotive ORLY Stock Holding History

DSM Capital Partners’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
2024 Q4	–	Sell	-570	Closed	-$43.8K	–	81
2024 Q3	$43.8K	Hold	570	–	–	﹤0.01%	69
2024 Q2	$40.1K	Sell	570 -111,615	-99%	-$7.72M	﹤0.01%	72
2024 Q1	$8.44M	Sell	112,185 -35,895	-24%	-$2.51M	0.12%	30
2023 Q4	$9.38M	Buy	+148,080	New	+$9.36M	0.14%	30
2023 Q1	–	Sell	-1,695,945	Closed	-$95.4M	–	59
2022 Q4	$95.4M	Sell	1,695,945 -870,240	-34%	-$46.8M	1.59%	26
2022 Q3	$120M	Buy	2,566,185 +177,720	+7%	+$8.29M	2.04%	21
2022 Q2	$101M	Buy	2,388,465 +2,382,435	+39,510%	+$102M	1.69%	24
2022 Q1	$275K	Sell	6,030 -4,470	-43%	-$200K	﹤0.01%	43
2021 Q4	$494K	Buy	+10,500	New	+$454K	0.01%	43
2013 Q3	–	Sell	-107,325	Closed	-$806K	–	86
2013 Q2	$806K	Buy	+107,325	New	+$772K	0.02%	60

Other funds holding ORLY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

DSM Capital Partners's ORLY Position: Q4 2024 in Review

DSM Capital Partners sold out of O'Reilly Automotive (ORLY) in Q4 2024, closing a stake of 570 shares — an estimated $43.8K sold.

DSM Capital Partners first reported a position in ORLY in Q2 2013 and held it in 10 quarters. The position peaked at $120M in Q3 2022. 1,516 funds tracked by Wall St. Rank hold ORLY as of Q4 2024.

DSM Capital Partners reported no remaining O'Reilly Automotive position as of Q4 2024 after selling out during the quarter.
DSM Capital Partners sold 570 O'Reilly Automotive shares in Q4 2024, an estimated $43.8K.
DSM Capital Partners first reported a position in O'Reilly Automotive in Q2 2013 and held it in 10 quarters.
DSM Capital Partners's O'Reilly Automotive position peaked at $120M in Q3 2022.
1,516 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q4 2024.

Based on DSM Capital Partners's 13F filing for Q4 2024, filed 31 Jan 2025.