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

Palestra Capital Management’s Portfolio ORLY Stock Details ORLY Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-254,765
Closed -$107M – 34
2020
Q2 		$107M Buy
254,765
+99,765
+64% +$42.1M 2.69% 19
2020
Q1 		$46.7M Buy
+155,000
New +$46.7M 1.51% 22