MCM
Marsico Capital Management’s O'Reilly Automotive ORLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.5M | Buy |
282,630
+263,788
| +1,400% | +$23.8M | 0.69% | 30 |
|
|
2025
Q1 | $27M | Sell |
18,842
-844
| -4% | -$1.21M | 0.93% | 27 |
|
|
2024
Q4 | $23.3M | Sell |
19,686
-6,293
| -24% | -$7.46M | 0.63% | 29 |
|
|
2024
Q3 | $29.9M | Sell |
25,979
-1,945
| -7% | -$2.24M | 0.84% | 25 |
|
|
2024
Q2 | $29.5M | Buy |
27,924
+8,238
| +42% | +$8.7M | 0.88% | 23 |
|
|
2024
Q1 | $22.2M | Hold |
19,686
| – | – | 0.73% | 24 |
|
|
2023
Q4 | $18.7M | Sell |
19,686
-1,771
| -8% | -$1.68M | 0.73% | 26 |
|
|
2023
Q3 | $19.5M | Hold |
21,457
| – | – | 0.84% | 21 |
|
|
2023
Q2 | $20.5M | Hold |
21,457
| – | – | 0.82% | 22 |
|
|
2023
Q1 | $18.2M | Sell |
21,457
-138
| -0.6% | -$117K | 0.85% | 25 |
|
|
2022
Q4 | $18.2M | Buy |
21,595
+6,005
| +39% | +$5.07M | 0.94% | 25 |
|
|
2022
Q3 | $11M | Buy |
+15,590
| New | +$11M | 0.59% | 29 |
|
|
2020
Q1 | – | Sell |
-16,990
| Closed | -$7.45M | – | 95 |
|
|
2019
Q4 | $7.45M | Hold |
16,990
| – | – | 0.27% | 44 |
|
|
2019
Q3 | $6.77M | Hold |
16,990
| – | – | 0.26% | 47 |
|
|
2019
Q2 | $6.28M | Hold |
16,990
| – | – | 0.22% | 44 |
|
|
2019
Q1 | $6.6M | Hold |
16,990
| – | – | 0.24% | 40 |
|
|
2018
Q4 | $5.85M | Hold |
16,990
| – | – | 0.25% | 44 |
|
|
2018
Q3 | $5.9M | Hold |
16,990
| – | – | 0.2% | 55 |
|
|
2018
Q2 | $4.65M | Hold |
16,990
| – | – | 0.17% | 56 |
|
|
2018
Q1 | $4.2M | Sell |
16,990
-9,599
| -36% | -$2.37M | 0.16% | 59 |
|
|
2017
Q4 | $6.4M | Sell |
26,589
-12,482
| -32% | -$3M | 0.26% | 44 |
|
|
2017
Q3 | $8.42M | Sell |
39,071
-17,870
| -31% | -$3.85M | 0.34% | 36 |
|
|
2017
Q2 | $12.5M | Hold |
56,941
| – | – | 0.52% | 36 |
|
|
2017
Q1 | $15.4M | Sell |
56,941
-35,422
| -38% | -$9.56M | 0.67% | 33 |
|
|
2016
Q4 | $25.7M | Sell |
92,363
-16,875
| -15% | -$4.7M | 1.14% | 22 |
|
|
2016
Q3 | $30.6M | Sell |
109,238
-26,110
| -19% | -$7.31M | 1.14% | 24 |
|
|
2016
Q2 | $36.7M | Sell |
135,348
-1,087
| -0.8% | -$295K | 1.27% | 22 |
|
|
2016
Q1 | $37.3M | Buy |
136,435
+55,006
| +68% | +$15.1M | 1.11% | 21 |
|
|
2015
Q4 | $20.6M | Sell |
81,429
-78,117
| -49% | -$19.8M | 0.36% | 42 |
|
|
2015
Q3 | $39.9M | Buy |
159,546
+32,256
| +25% | +$8.06M | 0.42% | 43 |
|
|
2015
Q2 | $28.8M | Sell |
127,290
-25,906
| -17% | -$5.85M | 0.25% | 53 |
|
|
2015
Q1 | $33.1M | Buy |
+153,196
| New | +$33.1M | 0.28% | 50 |
|