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

Seascape 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 		$4.96M Buy
53,741
+512
+1% +$48K 1.43% 26
2025
Q4 		$4.86M Buy
53,229
+3,123
+6% +$305K 1.38% 27
2025
Q3 		$5.4M Buy
50,106
+1,919
+4% +$193K 1.55% 24
2025
Q2 		$4.34M Sell
48,187
-1,598
-3% -$146K 1.37% 25
2025
Q1 		$4.75M Sell
49,785
-1,440
-3% -$125K 1.66% 18
2024
Q4 		$4.05M Buy
51,225
+45
+0.1% +$3.63K 1.41% 21
2024
Q3 		$3.93M Sell
51,180
-1,845
-3% -$136K 1.4% 24
2024
Q2 		$3.73M Buy
53,025
+360
+0.7% +$24.9K 1.39% 25
2024
Q1 		$3.96M Buy
52,665
+1,380
+3% +$96.5K 1.47% 21
2023
Q4 		$3.25M Sell
51,285
-315
-0.6% -$19.9K 1.37% 26
2023
Q3 		$3.13M Sell
51,600
-540
-1% -$33.9K 1.48% 22
2023
Q2 		$3.32M Sell
52,140
-2,145
-4% -$131K 1.57% 18
2023
Q1 		$3.07M Sell
54,285
-6,810
-11% -$373K 1.57% 20
2022
Q4 		$3.44M Buy
61,095
+750
+1% +$40.3K 1.88% 12
2022
Q3 		$2.83M Sell
60,345
-810
-1% -$37.8K 1.94% 13
2022
Q2 		$2.58M Buy
61,155
+1,275
+2% +$54.9K 1.56% 22
2022
Q1 		$2.73M Sell
59,880
-1,440
-2% -$64.3K 1.42% 30
2021
Q4 		$2.89M Buy
61,320
+2,490
+4% +$108K 1.35% 34
2021
Q3 		$2.4M Buy
58,830
+1,890
+3% +$75.7K 1.23% 37
2021
Q2 		$2.15M Buy
56,940
+510
+0.9% +$18.3K 1.12% 40
2021
Q1 		$1.91M Sell
56,430
-8,970
-14% -$278K 1.06% 38
2020
Q4 		$1.97M Sell
65,400
-5,430
-8% -$164K 1.15% 33
2020
Q3 		$2.18M Buy
70,830
+465
+0.7% +$14.1K 1.38% 19
2020
Q2 		$1.98M Sell
70,365
-5,880
-8% -$154K 1.42% 22
2020
Q1 		$1.53M Buy
76,245
+1,350
+2% +$34.5K 1.39% 24
2019
Q4 		$2.19M Buy
+74,895
New +$2.14M 1.56% 24

Other funds holding ORLY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Seascape Capital Management's ORLY Position: Q1 2026 in Review

Seascape Capital Management increased its O'Reilly Automotive (ORLY) stake by 0.96% in Q1 2026, buying an estimated $48K and bringing the position to 53,741 shares worth $4.96M. The position accounts for 1.43% of the portfolio, ranked #26.

Seascape Capital Management first reported a position in ORLY in Q4 2019 and has held it in 26 quarters since. The position peaked at $5.4M in Q3 2025. 1,649 funds tracked by Wall St. Rank hold ORLY as of Q1 2026.

  • Seascape Capital Management held 53,741 shares of O'Reilly Automotive worth $4.96M as of Q1 2026.
  • Seascape Capital Management bought 512 O'Reilly Automotive shares in Q1 2026, an estimated $48K.
  • O'Reilly Automotive made up 1.43% of Seascape Capital Management's portfolio in Q1 2026, its #26 holding.
  • Seascape Capital Management first reported a position in O'Reilly Automotive in Q4 2019 and has held it in 26 quarters since.
  • Seascape Capital Management's O'Reilly Automotive position peaked at $5.4M in Q3 2025.
  • 1,649 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2026.

Based on Seascape Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.