John Overdeck’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
Q2 | $285K | Buy |
+3,100
| New | +$283K | ﹤0.01% | 4560 |
|
|
2025
Q4 | – | Sell |
-5,000
| Closed | -$539K | – | 4320 |
|
|
2025
Q3 | $539K | Buy |
+5,000
| New | +$503K | ﹤0.01% | 2951 |
|
|
2022
Q1 | – | Sell |
-69,000
| Closed | -$3.25M | – | 3861 |
|
|
2021
Q4 | $3.25M | Buy |
69,000
+52,500
| +318% | +$2.27M | 0.01% | 1518 |
|
|
2021
Q3 | $672K | Sell |
16,500
-25,500
| -61% | -$1.02M | ﹤0.01% | 2993 |
|
|
2021
Q2 | $1.58M | Buy |
+42,000
| New | +$1.51M | ﹤0.01% | 2083 |
|
|
2021
Q1 | – | Sell |
-90,000
| Closed | -$2.71M | – | 4144 |
|
|
2020
Q4 | $2.71M | Buy |
+90,000
| New | +$2.72M | 0.01% | 1294 |
|
|
2020
Q3 | – | Sell |
-90,000
| Closed | -$2.53M | – | 3435 |
|
|
2020
Q2 | $2.53M | Buy |
90,000
+40,500
| +82% | +$1.06M | 0.01% | 979 |
|
|
2020
Q1 | $993K | Sell |
49,500
-85,500
| -63% | -$2.19M | 0.01% | 1416 |
|
|
2019
Q4 | $3.94M | Buy |
135,000
+82,500
| +157% | +$2.36M | 0.01% | 1109 |
|
|
2019
Q3 | $1.4M | Sell |
52,500
-37,500
| -42% | -$969K | ﹤0.01% | 1711 |
|
|
2019
Q2 | $2.22M | Sell |
90,000
-45,000
| -33% | -$1.14M | 0.01% | 1383 |
|
|
2019
Q1 | $3.5M | Buy |
135,000
+85,500
| +173% | +$2.07M | 0.01% | 1149 |
|
|
2018
Q4 | $1.14M | Buy |
49,500
+4,500
| +10% | +$102K | ﹤0.01% | 1571 |
|
|
2018
Q3 | $1.04M | Buy |
+45,000
| New | +$956K | ﹤0.01% | 1947 |
|
|
2018
Q2 | – | Sell |
-867,000
| Closed | -$14.3M | – | 3552 |
|
|
2018
Q1 | $14.3M | Buy |
867,000
+687,000
| +382% | +$11.6M | 0.05% | 446 |
|
|
2017
Q4 | $2.89M | Sell |
180,000
-90,000
| -33% | -$1.34M | 0.01% | 1232 |
|
|
2017
Q3 | $3.88M | Buy |
270,000
+240,000
| +800% | +$3.17M | 0.01% | 926 |
|
|
2017
Q2 | $437K | Sell |
30,000
-58,500
| -66% | -$955K | ﹤0.01% | 2423 |
|
|
2017
Q1 | $1.59M | Buy |
88,500
+43,500
| +97% | +$786K | 0.01% | 1592 |
|
|
2016
Q4 | $835K | Sell |
45,000
-60,000
| -57% | -$1.1M | ﹤0.01% | 2137 |
|
|
2016
Q3 | $1.96M | Sell |
105,000
-79,500
| -43% | -$1.49M | 0.01% | 1472 |
|
|
2016
Q2 | $3.33M | Buy |
184,500
+94,500
| +105% | +$1.67M | 0.01% | 971 |
|
|
2016
Q1 | $1.64M | Buy |
90,000
+45,000
| +100% | +$768K | 0.01% | 1302 |
|
|
2015
Q4 | $760K | Buy |
45,000
+30,000
| +200% | +$520K | ﹤0.01% | 1690 |
|
|
2015
Q3 | $250K | Buy |
+15,000
| New | +$242K | ﹤0.01% | 1877 |
|
Other funds holding ORLY
John Overdeck's ORLY Position: Q2 2026 in Review
John Overdeck reduced its O'Reilly Automotive (ORLY) stake by 93% in Q2 2026, selling an estimated $242M and leaving 197,174 shares worth $18.2M. The position accounts for 0.01% of the portfolio, ranked #1123.
John Overdeck first reported a position in ORLY in Q3 2013 and has held it in 41 quarters since. The position peaked at $263M in Q1 2026. 1,656 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.
- John Overdeck held 197,174 shares of O'Reilly Automotive worth $18.2M as of Q2 2026.
- John Overdeck sold 2,654,006 O'Reilly Automotive shares in Q2 2026, an estimated $242M.
- O'Reilly Automotive made up 0.01% of John Overdeck's portfolio in Q2 2026, its #1123 holding.
- John Overdeck first reported a position in O'Reilly Automotive in Q3 2013 and has held it in 41 quarters since.
- John Overdeck's O'Reilly Automotive position peaked at $263M in Q1 2026.
- 1,656 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.
Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.