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

Howland 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 		$45.6M Sell
495,212
-8,953
-2% -$817K 1.64% 14
2026
Q1 		$46.5M Buy
504,165
+18,424
+4% +$1.73M 1.84% 13
2025
Q4 		$44.3M Buy
485,741
+18,864
+4% +$1.84M 1.69% 16
2025
Q3 		$50.3M Buy
466,877
+2,528
+0.5% +$254K 1.92% 12
2025
Q2 		$41.9M Buy
464,349
+5,724
+1% +$522K 1.71% 16
2025
Q1 		$43.8M Buy
458,625
+40,605
+10% +$3.53M 1.95% 13
2024
Q4 		$33M Buy
418,020
+5,760
+1% +$464K 1.45% 18
2024
Q3 		$31.7M Buy
412,260
+12,780
+3% +$939K 1.37% 20
2024
Q2 		$28.1M Buy
399,480
+495
+0.1% +$34.2K 1.34% 22
2024
Q1 		$30M Buy
398,985
+36,015
+10% +$2.52M 1.45% 20
2023
Q4 		$23M Buy
362,970
+45,495
+14% +$2.88M 1.21% 26
2023
Q3 		$19.2M Buy
317,475
+30,210
+11% +$1.89M 1.12% 28
2023
Q2 		$18.3M Buy
287,265
+70,890
+33% +$4.33M 1.05% 33
2023
Q1 		$12.2M Buy
216,375
+60,405
+39% +$3.31M 0.74% 42
2022
Q4 		$8.78M Buy
155,970
+129,420
+487% +$6.96M 0.54% 52
2022
Q3 		$1.25M Buy
26,550
+20,415
+333% +$952K 0.08% 106
2022
Q2 		$258K Sell
6,135
-585
-9% -$25.2K 0.02% 215
2022
Q1 		$307K Sell
6,720
-60
-0.9% -$2.68K 0.02% 182
2021
Q4 		$319K Hold
6,780
– – 0.02% 188
2021
Q3 		$276K Hold
6,780
– – 0.01% 203
2021
Q2 		$256K Hold
6,780
– – 0.01% 208
2021
Q1 		$229K Hold
6,780
– – 0.01% 217
2020
Q4 		$205K Buy
+6,780
New +$205K 0.01% 225

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
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
HIC
Harvey Investment Company Louisville, Kentucky $918M AUM 14.93% 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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Howland Capital Management reduced its O'Reilly Automotive (ORLY) stake by 1.8% in Q2 2026, selling an estimated $817K and leaving 495,212 shares worth $45.6M. The position accounts for 1.64% of the portfolio, ranked #14.

Howland Capital Management first reported a position in ORLY in Q4 2020 and has held it in 23 quarters since. The position peaked at $50.3M in Q3 2025. 457 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

  • Howland Capital Management held 495,212 shares of O'Reilly Automotive worth $45.6M as of Q2 2026.
  • Howland Capital Management sold 8,953 O'Reilly Automotive shares in Q2 2026, an estimated $817K.
  • O'Reilly Automotive made up 1.64% of Howland Capital Management's portfolio in Q2 2026, its #14 holding.
  • Howland Capital Management first reported a position in O'Reilly Automotive in Q4 2020 and has held it in 23 quarters since.
  • Howland Capital Management's O'Reilly Automotive position peaked at $50.3M in Q3 2025.
  • 457 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

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