Mitchell Capital Management’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	$3.25M	Sell	35,213 -27,328	-44%	-$2.56M	0.6%	56
2025 Q4	$5.7M	Sell	62,541 -1,361	-2%	-$133K	1.02%	24
2025 Q3	$6.89M	Buy	63,902 +3,554	+6%	+$357K	1.18%	20
2025 Q2	$5.57M	Sell	60,348 -34,467	-36%	-$3.14M	1.04%	28
2025 Q1	$9.06M	Buy	94,815 +945	+1%	+$82.2K	1.73%	13
2024 Q4	$7.42M	Sell	93,870 -1,485	-2%	-$120K	1.3%	18
2024 Q3	$7.32M	Hold	95,355	–	–	1.28%	23
2024 Q2	$6.71M	Buy	95,355 +3,330	+4%	+$230K	1.18%	27
2024 Q1	$6.93M	Buy	92,025 +4,890	+6%	+$342K	1.33%	20
2023 Q4	$5.52M	Buy	87,135 +23,460	+37%	+$1.48M	1.16%	26
2023 Q3	$3.86M	Buy	63,675 +270	+0.4%	+$16.9K	0.92%	38
2023 Q2	$4.04M	Buy	63,405 +600	+1%	+$36.6K	0.92%	39
2023 Q1	$3.55M	Buy	62,805 +1,125	+2%	+$61.6K	0.88%	43
2022 Q4	$3.47M	Sell	61,680 -300	-0.5%	-$16.1K	0.96%	32
2022 Q3	$2.91M	Buy	61,980 +15,210	+33%	+$709K	0.82%	43
2022 Q2	$1.97M	Buy	+46,770	New	+$2.01M	0.55%	63
2020 Q4	–	Sell	-25,290	Closed	-$777K	–	150
2020 Q3	$777K	Buy	+25,290	New	+$769K	0.23%	104