Marshfield Associates’s O'Reilly Automotive ORLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $348M | Sell |
3,855,957
-462,798
| -11% | -$41.7M | 7.1% | 3 |
|
|
2025
Q1 | $412M | Sell |
4,318,755
-276,015
| -6% | -$26.4M | 8.94% | 3 |
|
|
2024
Q4 | $363M | Buy |
4,594,770
+32,775
| +0.7% | +$2.59M | 7.87% | 4 |
|
|
2024
Q3 | $350M | Buy |
4,561,995
+18,705
| +0.4% | +$1.44M | 7.43% | 4 |
|
|
2024
Q2 | $320M | Buy |
4,543,290
+25,770
| +0.6% | +$1.81M | 7.07% | 5 |
|
|
2024
Q1 | $340M | Sell |
4,517,520
-8,610
| -0.2% | -$648K | 6.97% | 6 |
|
|
2023
Q4 | $287M | Buy |
4,526,130
+570,120
| +14% | +$36.1M | 5.82% | 7 |
|
|
2023
Q3 | $240M | Buy |
3,956,010
+91,065
| +2% | +$5.52M | 5.93% | 6 |
|
|
2023
Q2 | $246M | Buy |
3,864,945
+207,675
| +6% | +$13.2M | 6.4% | 6 |
|
|
2023
Q1 | $207M | Buy |
3,657,270
+29,835
| +0.8% | +$1.69M | 6.08% | 6 |
|
|
2022
Q4 | $204M | Buy |
3,627,435
+12,570
| +0.3% | +$707K | 6.28% | 7 |
|
|
2022
Q3 | $170M | Sell |
3,614,865
-52,095
| -1% | -$2.44M | 6.38% | 7 |
|
|
2022
Q2 | $154M | Sell |
3,666,960
-52,890
| -1% | -$2.23M | 5.84% | 8 |
|
|
2022
Q1 | $170M | Buy |
3,719,850
+18,405
| +0.5% | +$840K | 6.66% | 6 |
|
|
2021
Q4 | $174M | Buy |
3,701,445
+2,010
| +0.1% | +$94.6K | 6.9% | 6 |
|
|
2021
Q3 | $151M | Sell |
3,699,435
-36,825
| -1% | -$1.5M | 6.58% | 8 |
|
|
2021
Q2 | $141M | Buy |
3,736,260
+111,840
| +3% | +$4.22M | 5.79% | 10 |
|
|
2021
Q1 | $123M | Sell |
3,624,420
-35,520
| -1% | -$1.2M | 5.74% | 10 |
|
|
2020
Q4 | $110M | Sell |
3,659,940
-67,470
| -2% | -$2.04M | 5.15% | 11 |
|
|
2020
Q3 | $115M | Sell |
3,727,410
-17,640
| -0.5% | -$542K | 5.5% | 11 |
|
|
2020
Q2 | $105M | Buy |
3,745,050
+13,050
| +0.3% | +$367K | 5.46% | 11 |
|
|
2020
Q1 | $74.9M | Sell |
3,732,000
-13,230
| -0.4% | -$266K | 4.61% | 13 |
|
|
2019
Q4 | $109M | Buy |
3,745,230
+421,830
| +13% | +$12.3M | 5.71% | 9 |
|
|
2019
Q3 | $88.3M | Sell |
3,323,400
-25,920
| -0.8% | -$689K | 5.55% | 8 |
|
|
2019
Q2 | $82.5M | Sell |
3,349,320
-58,695
| -2% | -$1.45M | 5.27% | 10 |
|
|
2019
Q1 | $88.2M | Sell |
3,408,015
-11,895
| -0.3% | -$308K | 5.4% | 9 |
|
|
2018
Q4 | $78.5M | Sell |
3,419,910
-70,110
| -2% | -$1.61M | 5.67% | 7 |
|
|
2018
Q3 | $80.8M | Sell |
3,490,020
-85,575
| -2% | -$1.98M | 5.18% | 11 |
|
|
2018
Q2 | $65.2M | Buy |
3,575,595
+120,660
| +3% | +$2.2M | 4.33% | 13 |
|
|
2018
Q1 | $57M | Sell |
3,454,935
-54,675
| -2% | -$902K | 3.82% | 15 |
|
|
2017
Q4 | $56.3M | Sell |
3,509,610
-23,535
| -0.7% | -$377K | 3.68% | 15 |
|
|
2017
Q3 | $50.7M | Buy |
+3,533,145
| New | +$50.7M | 3.37% | 16 |
|