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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-202,695	Closed	-$6.12M	–	25
2020 Q4	$6.12M	Sell	202,695 -137,295	-40%	-$4.14M	1.81%	22
2020 Q3	$10.5M	Hold	339,990	–	–	3.83%	12
2020 Q2	$9.56M	Buy	339,990 +24,030	+8%	+$676K	4.05%	14
2020 Q1	$6.34M	Buy	+315,960	New	+$6.34M	4.08%	14