HCM
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Horrell Capital Management’s O'Reilly Automotive ORLY Stock Holding History

Horrell 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
2026
Q2 		$19.5M Sell
211,910
-22,943
-10% -$2.09M 8.92% 1
2026
Q1 		$21.7M Sell
234,853
-20,946
-8% -$1.96M 9.88% 1
2025
Q4 		$23.3M Sell
255,799
-8,955
-3% -$875K 10.17% 1
2025
Q3 		$28.5M Sell
264,754
-23,595
-8% -$2.37M 12.01% 1
2025
Q2 		$26M Buy
288,349
+6,274
+2% +$572K 10.56% 1
2025
Q1 		$26.9M Buy
282,075
+1,815
+0.6% +$158K 11.26% 1
2024
Q4 		$22.2M Buy
280,260
+795
+0.3% +$64.1K 6.48% 1
2024
Q3 		$21.5M Sell
279,465
-31,290
-10% -$2.3M 6.39% 1
2024
Q2 		$21.9M Buy
310,755
+1,995
+0.6% +$138K 6.34% 1
2024
Q1 		$23.2M Buy
308,760
+1,545
+0.5% +$108K 6.43% 1
2023
Q4 		$19.5M Buy
307,215
+990
+0.3% +$62.6K 5.86% 2
2023
Q3 		$18.6M Sell
306,225
-4,080
-1% -$256K 6.17% 1
2023
Q2 		$19.8M Buy
310,305
+45
+0% +$2.75K 6.08% 1
2023
Q1 		$17.6M Buy
310,260
+1,935
+0.6% +$106K 5.49% 1
2022
Q4 		$17.3M Buy
308,325
+1,950
+0.6% +$105K 5.74% 2
2022
Q3 		$14.4M Buy
306,375
+2,640
+0.9% +$123K 5.24% 2
2022
Q2 		$12.8M Sell
303,735
-4,680
-2% -$201K 4.54% 2
2022
Q1 		$14.1M Sell
308,415
-3,150
-1% -$141K 4.58% 2
2021
Q4 		$14.7M Buy
311,565
+1,500
+0.5% +$64.9K 4.64% 2
2021
Q3 		$12.6M Buy
310,065
+1,050
+0.3% +$42K 4.82% 2
2021
Q2 		$11.7M Sell
309,015
-24,915
-7% -$894K 4.31% 2
2021
Q1 		$11.3M Buy
333,930
+1,065
+0.3% +$33K 4.45% 2
2020
Q4 		$10M Buy
332,865
+1,230
+0.4% +$37.1K 4.32% 2
2020
Q3 		$10.2M Buy
331,635
+1,305
+0.4% +$39.7K 4.72% 2
2020
Q2 		$9.29M Buy
330,330
+2,805
+0.9% +$73.3K 4.63% 2
2020
Q1 		$6.57M Buy
327,525
+1,800
+0.6% +$46K 3.96% 2
2019
Q4 		$9.52M Buy
325,725
+1,185
+0.4% +$33.9K 4.67% 2
2019
Q3 		$8.62M Sell
324,540
-675
-0.2% -$17.4K 4.1% 2
2019
Q2 		$8.01M Sell
325,215
-2,370
-0.7% -$60K 3.9% 3
2019
Q1 		$8.48M Buy
327,585
+1,455
+0.4% +$35.2K 4.33% 2
2018
Q4 		$7.49M Buy
326,130
+2,970
+0.9% +$67.6K 3.99% 2
2018
Q3 		$7.48M Buy
323,160
+1,425
+0.4% +$30.3K 3.71% 2
2018
Q2 		$5.87M Buy
321,735
+12,660
+4% +$220K 2.94% 7
2018
Q1 		$5.1M Buy
309,075
+8,025
+3% +$136K 2.68% 11
2017
Q4 		$4.83M Sell
301,050
-120,000
-29% -$1.79M 2.53% 11
2017
Q3 		$6.04M Buy
421,050
+1,935
+0.5% +$25.5K 3.34% 5
2017
Q2 		$6.11M Buy
419,115
+10,215
+2% +$167K 3.6% 4
2017
Q1 		$7.36M Buy
408,900
+1,500
+0.4% +$27.1K 4.57% 3
2016
Q4 		$7.56M Buy
407,400
+2,550
+0.6% +$46.6K 4.7% 3
2016
Q3 		$7.56M Buy
404,850
+1,920
+0.5% +$36K 4.76% 3
2016
Q2 		$7.28M Sell
402,930
-2,070
-0.5% -$36.6K 4.72% 2
2016
Q1 		$7.39M Buy
405,000
+3,270
+0.8% +$55.8K 4.59% 3
2015
Q4 		$6.79M Buy
401,730
+2,760
+0.7% +$47.9K 4.24% 2
2015
Q3 		$6.65M Buy
398,970
+5,580
+1% +$90.1K 4.22% 3
2015
Q2 		$5.93M Buy
+393,390
New +$5.83M 3.58% 3

Other funds holding ORLY

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
WC
Woodstock Corp Boston, Massachusetts $1.2B AUM 26.37% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Horrell Capital Management's ORLY Position: Q2 2026 in Review

Horrell Capital Management reduced its O'Reilly Automotive (ORLY) stake by 9.8% in Q2 2026, selling an estimated $2.09M and leaving 211,910 shares worth $19.5M. The position accounts for 8.92% of the portfolio, ranked #1.

Horrell Capital Management first reported a position in ORLY in Q2 2015 and has held it in 45 quarters since. The position peaked at $28.5M in Q3 2025. 281 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

  • Horrell Capital Management held 211,910 shares of O'Reilly Automotive worth $19.5M as of Q2 2026.
  • Horrell Capital Management sold 22,943 O'Reilly Automotive shares in Q2 2026, an estimated $2.09M.
  • O'Reilly Automotive made up 8.92% of Horrell Capital Management's portfolio in Q2 2026, its #1 holding.
  • Horrell Capital Management first reported a position in O'Reilly Automotive in Q2 2015 and has held it in 45 quarters since.
  • Horrell Capital Management's O'Reilly Automotive position peaked at $28.5M in Q3 2025.
  • 281 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on Horrell Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.