Long Road Investment Counsel’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
Q1 | $28M | Buy |
303,265
+8,500
| +3% | +$797K | 10.98% | 1 |
|
|
2025
Q4 | $26.9M | Sell |
294,765
-24,755
| -8% | -$2.42M | 10.18% | 1 |
|
|
2025
Q3 | $34.4M | Sell |
319,520
-11,775
| -4% | -$1.18M | 12.19% | 1 |
|
|
2025
Q2 | $29.9M | Sell |
331,295
-1,555
| -0.5% | -$142K | 11.15% | 1 |
|
|
2025
Q1 | $31.8M | Hold |
332,850
| – | – | 12.34% | 1 |
|
|
2024
Q4 | $26.3M | Sell |
332,850
-7,965
| -2% | -$642K | 10.73% | 1 |
|
|
2024
Q3 | $26.2M | Sell |
340,815
-9,000
| -3% | -$661K | 10.42% | 1 |
|
|
2024
Q2 | $24.6M | Sell |
349,815
-6,075
| -2% | -$420K | 10.72% | 1 |
|
|
2024
Q1 | $26.8M | Buy |
355,890
+2,250
| +0.6% | +$157K | 11.23% | 1 |
|
|
2023
Q4 | $24.1M | Sell |
353,640
-10,110
| -3% | -$639K | 10.01% | 1 |
|
|
2023
Q3 | $22M | Sell |
363,750
-1,590
| -0.4% | -$99.7K | 10.69% | 1 |
|
|
2023
Q2 | $23.3M | Hold |
365,340
| – | – | 10.84% | 1 |
|
|
2023
Q1 | $20.7M | Sell |
365,340
-5,925
| -2% | -$325K | 9.96% | 1 |
|
|
2022
Q4 | $20.9M | Sell |
371,265
-16,110
| -4% | -$866K | 10.38% | 1 |
|
|
2022
Q3 | $18.2M | Hold |
387,375
| – | – | 9.95% | 1 |
|
|
2022
Q2 | $16.3M | Buy |
387,375
+11,775
| +3% | +$507K | 8.37% | 1 |
|
|
2022
Q1 | $17.2M | Sell |
375,600
-14,775
| -4% | -$660K | 7.71% | 1 |
|
|
2021
Q4 | $18.4M | Hold |
390,375
| – | – | 7.3% | 1 |
|
|
2021
Q3 | $15.9M | Sell |
390,375
-3,000
| -0.8% | -$120K | 7% | 1 |
|
|
2021
Q2 | $14.8M | Sell |
393,375
-675
| -0.2% | -$24.2K | 6.48% | 1 |
|
|
2021
Q1 | $13.3M | Buy |
394,050
+2,625
| +0.7% | +$81.3K | 6.01% | 2 |
|
|
2020
Q4 | $11.8M | Buy |
391,425
+19,650
| +5% | +$593K | 5.73% | 3 |
|
|
2020
Q3 | $11.4M | Sell |
371,775
-31,350
| -8% | -$953K | 6.44% | 2 |
|
|
2020
Q2 | $11.3M | Sell |
403,125
-3,000
| -0.7% | -$78.4K | 6.68% | 1 |
|
|
2020
Q1 | $8.15M | Buy |
406,125
+31,275
| +8% | +$799K | 5.83% | 3 |
|
|
2019
Q4 | $11M | Sell |
374,850
-56,025
| -13% | -$1.6M | 6.47% | 2 |
|
|
2019
Q3 | $11.4M | Sell |
430,875
-1,500
| -0.3% | -$38.7K | 6.66% | 2 |
|
|
2019
Q2 | $10.6M | Buy |
432,375
+2,475
| +0.6% | +$62.7K | 6.28% | 2 |
|
|
2019
Q1 | $11.1M | Buy |
429,900
+35,400
| +9% | +$856K | 6.81% | 1 |
|
|
2018
Q4 | $9.06M | Sell |
394,500
-4,530
| -1% | -$103K | 6.92% | 1 |
|
|
2018
Q3 | $9.24M | Sell |
399,030
-1,500
| -0.4% | -$31.9K | 6.14% | 1 |
|
|
2018
Q2 | $7.3M | Sell |
400,530
-12,000
| -3% | -$209K | 5.18% | 4 |
|
|
2018
Q1 | $6.8M | Sell |
412,530
-3,000
| -0.7% | -$50.7K | 4.75% | 4 |
|
|
2017
Q4 | $6.66M | Sell |
415,530
-225
| -0.1% | -$3.35K | 4.61% | 5 |
|
|
2017
Q3 | $5.97M | Sell |
415,755
-10,500
| -2% | -$139K | 4.25% | 6 |
|
|
2017
Q2 | $6.22M | Sell |
426,255
-170,220
| -29% | -$2.78M | 4.57% | 3 |
|
|
2017
Q1 | $10.7M | Sell |
596,475
-6,000
| -1% | -$108K | 7.91% | 1 |
|
|
2016
Q4 | $11.2M | Sell |
602,475
-24,375
| -4% | -$445K | 8.6% | 1 |
|
|
2016
Q3 | $11.7M | Sell |
626,850
-1,500
| -0.2% | -$28.1K | 9.04% | 1 |
|
|
2016
Q2 | $11.4M | Sell |
628,350
-1,500
| -0.2% | -$26.5K | 8.9% | 1 |
|
|
2016
Q1 | $11.5M | Sell |
629,850
-78,750
| -11% | -$1.34M | 9.03% | 1 |
|
|
2015
Q4 | $12M | Sell |
708,600
-42,900
| -6% | -$744K | 9.84% | 1 |
|
|
2015
Q3 | $12.5M | Sell |
751,500
-10,500
| -1% | -$170K | 10.68% | 1 |
|
|
2015
Q2 | $11.5M | Buy |
762,000
+10,500
| +1% | +$156K | 9.36% | 1 |
|
|
2015
Q1 | $10.8M | Buy |
751,500
+25,500
| +4% | +$343K | 9.19% | 1 |
|
|
2014
Q4 | $9.32M | Buy |
+726,000
| New | +$8.51M | 8.39% | 1 |
|
Other funds holding ORLY
VCM
VPM
N
Long Road Investment Counsel's ORLY Position: Q1 2026 in Review
Long Road Investment Counsel increased its O'Reilly Automotive (ORLY) stake by 2.9% in Q1 2026, buying an estimated $797K and bringing the position to 303,265 shares worth $28M. The position accounts for 10.98% of the portfolio, ranked #1.
Long Road Investment Counsel first reported a position in ORLY in Q4 2014 and has held it in 46 quarters since. The position peaked at $34.4M in Q3 2025. 1,651 funds tracked by Wall St. Rank hold ORLY as of Q1 2026.
- Long Road Investment Counsel held 303,265 shares of O'Reilly Automotive worth $28M as of Q1 2026.
- Long Road Investment Counsel bought 8,500 O'Reilly Automotive shares in Q1 2026, an estimated $797K.
- O'Reilly Automotive made up 10.98% of Long Road Investment Counsel's portfolio in Q1 2026, its #1 holding.
- Long Road Investment Counsel first reported a position in O'Reilly Automotive in Q4 2014 and has held it in 46 quarters since.
- Long Road Investment Counsel's O'Reilly Automotive position peaked at $34.4M in Q3 2025.
- 1,651 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2026.
Based on Long Road Investment Counsel's 13F filing for Q1 2026, filed 8 May 2026.