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

Marsico 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 Q1	$12.6M	Hold	136,140	–	–	0.37%	52
2025 Q4	$12.4M	Sell	136,140 -65,245	-32%	-$6.37M	0.35%	45
2025 Q3	$21.7M	Sell	201,385 -81,245	-29%	-$8.17M	0.56%	33
2025 Q2	$25.5M	Hold	282,630	–	–	0.69%	30
2025 Q1	$27M	Sell	282,630 -12,660	-4%	-$1.1M	0.93%	27
2024 Q4	$23.3M	Sell	295,290 -94,395	-24%	-$7.61M	0.63%	29
2024 Q3	$29.9M	Sell	389,685 -29,175	-7%	-$2.14M	0.84%	25
2024 Q2	$29.5M	Buy	418,860 +123,570	+42%	+$8.54M	0.88%	23
2024 Q1	$22.2M	Hold	295,290	–	–	0.73%	24
2023 Q4	$18.7M	Sell	295,290 -26,565	-8%	-$1.68M	0.73%	26
2023 Q3	$19.5M	Hold	321,855	–	–	0.84%	21
2023 Q2	$20.5M	Hold	321,855	–	–	0.82%	22
2023 Q1	$18.2M	Sell	321,855 -2,070	-0.6%	-$113K	0.85%	25
2022 Q4	$18.2M	Buy	323,925 +90,075	+39%	+$4.84M	0.94%	25
2022 Q3	$11M	Buy	+233,850	New	+$10.9M	0.59%	29
2020 Q1	–	Sell	-254,850	Closed	-$7.45M	–	95
2019 Q4	$7.45M	Hold	254,850	–	–	0.27%	44
2019 Q3	$6.77M	Hold	254,850	–	–	0.26%	47
2019 Q2	$6.28M	Hold	254,850	–	–	0.22%	44
2019 Q1	$6.6M	Hold	254,850	–	–	0.24%	40
2018 Q4	$5.85M	Hold	254,850	–	–	0.25%	44
2018 Q3	$5.9M	Hold	254,850	–	–	0.2%	55
2018 Q2	$4.65M	Hold	254,850	–	–	0.17%	56
2018 Q1	$4.2M	Sell	254,850 -143,985	-36%	-$2.44M	0.16%	59
2017 Q4	$6.4M	Sell	398,835 -187,230	-32%	-$2.79M	0.26%	44
2017 Q3	$8.41M	Sell	586,065 -268,050	-31%	-$3.54M	0.34%	36
2017 Q2	$12.5M	Hold	854,115	–	–	0.52%	36
2017 Q1	$15.4M	Sell	854,115 -531,330	-38%	-$9.6M	0.67%	33
2016 Q4	$25.7M	Sell	1,385,445 -253,125	-15%	-$4.62M	1.14%	22
2016 Q3	$30.6M	Sell	1,638,570 -391,650	-19%	-$7.34M	1.14%	24
2016 Q2	$36.7M	Sell	2,030,220 -16,305	-0.8%	-$288K	1.27%	22
2016 Q1	$37.3M	Buy	2,046,525 +825,090	+68%	+$14.1M	1.11%	21
2015 Q4	$20.6M	Sell	1,221,435 -1,171,755	-49%	-$20.3M	0.36%	42
2015 Q3	$39.9M	Buy	2,393,190 +483,840	+25%	+$7.81M	0.42%	43
2015 Q2	$28.8M	Sell	1,909,350 -388,590	-17%	-$5.76M	0.25%	53
2015 Q1	$33.1M	Buy	+2,297,940	New	+$30.9M	0.28%	50