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Speece Thorson Capital Group’s O'Reilly Automotive ORLY Stock Holding History

Speece Thorson Capital Group’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 		$11.7M Sell
126,996
-21,158
-14% -$1.98M 2.67% 20
2025
Q4 		$13.5M Sell
148,154
-8,058
-5% -$787K 2.93% 17
2025
Q3 		$16.8M Sell
156,212
-1,705
-1% -$171K 3.37% 9
2025
Q2 		$14.2M Buy
157,917
+2,817
+2% +$257K 2.9% 16
2025
Q1 		$14.8M Sell
155,100
-39,030
-20% -$3.4M 3.05% 12
2024
Q4 		$15.3M Sell
194,130
-1,035
-0.5% -$83.5K 3.03% 13
2024
Q3 		$15M Sell
195,165
-615
-0.3% -$45.2K 2.77% 15
2024
Q2 		$13.8M Sell
195,780
-3,480
-2% -$241K 2.82% 13
2024
Q1 		$15M Sell
199,260
-74,490
-27% -$5.21M 2.9% 12
2023
Q4 		$17.3M Buy
273,750
+1,155
+0.4% +$73K 3.56% 6
2023
Q3 		$16.5M Sell
272,595
-315
-0.1% -$19.8K 3.64% 6
2023
Q2 		$17.4M Sell
272,910
-45,375
-14% -$2.77M 3.56% 6
2023
Q1 		$18M Sell
318,285
-3,675
-1% -$201K 3.8% 5
2022
Q4 		$18.1M Sell
321,960
-47,055
-13% -$2.53M 3.89% 4
2022
Q3 		$17.3M Buy
369,015
+11,910
+3% +$555K 3.95% 5
2022
Q2 		$15M Buy
357,105
+62,595
+21% +$2.69M 3.55% 6
2022
Q1 		$13.4M Sell
294,510
-92,280
-24% -$4.12M 2.88% 13
2021
Q4 		$18.2M Sell
386,790
-51,045
-12% -$2.21M 3.48% 8
2021
Q3 		$17.8M Sell
437,835
-52,320
-11% -$2.09M 3.74% 5
2021
Q2 		$18.5M Sell
490,155
-2,535
-0.5% -$90.9K 3.86% 7
2021
Q1 		$16.7M Buy
492,690
+65,640
+15% +$2.03M 3.51% 10
2020
Q4 		$12.9M Sell
427,050
-6,525
-2% -$197K 3.06% 15
2020
Q3 		$13.3M Sell
433,575
-47,085
-10% -$1.43M 3.53% 12
2020
Q2 		$13.5M Sell
480,660
-84,885
-15% -$2.22M 3.9% 5
2020
Q1 		$11.3M Buy
565,545
+127,035
+29% +$3.25M 3.91% 6
2019
Q4 		$12.8M Sell
438,510
-3,435
-0.8% -$98.3K 3.32% 13
2019
Q3 		$11.7M Sell
441,945
-10,875
-2% -$281K 3.14% 12
2019
Q2 		$11.1M Sell
452,820
-1,560
-0.3% -$39.5K 2.97% 12
2019
Q1 		$11.8M Sell
454,380
-77,310
-15% -$1.87M 3.24% 11
2018
Q4 		$12.2M Sell
531,690
-140,730
-21% -$3.2M 3.66% 7
2018
Q3 		$15.6M Sell
672,420
-96,075
-13% -$2.04M 3.61% 5
2018
Q2 		$14M Sell
768,495
-22,620
-3% -$394K 2.95% 13
2018
Q1 		$13M Buy
791,115
+86,520
+12% +$1.46M 2.77% 15
2017
Q4 		$11.3M Buy
704,595
+352,095
+100% +$5.24M 2.24% 23
2017
Q3 		$5.06M Buy
+352,500
New +$4.65M 1.05% 38

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

Speece Thorson Capital Group's ORLY Position: Q1 2026 in Review

Speece Thorson Capital Group reduced its O'Reilly Automotive (ORLY) stake by 14% in Q1 2026, selling an estimated $1.98M and leaving 126,996 shares worth $11.7M. The position accounts for 2.67% of the portfolio, ranked #20.

Speece Thorson Capital Group first reported a position in ORLY in Q3 2017 and has held it in 35 quarters since. The position peaked at $18.5M in Q2 2021. 1,649 funds tracked by Wall St. Rank hold ORLY as of Q1 2026.

  • Speece Thorson Capital Group held 126,996 shares of O'Reilly Automotive worth $11.7M as of Q1 2026.
  • Speece Thorson Capital Group sold 21,158 O'Reilly Automotive shares in Q1 2026, an estimated $1.98M.
  • O'Reilly Automotive made up 2.67% of Speece Thorson Capital Group's portfolio in Q1 2026, its #20 holding.
  • Speece Thorson Capital Group first reported a position in O'Reilly Automotive in Q3 2017 and has held it in 35 quarters since.
  • Speece Thorson Capital Group's O'Reilly Automotive position peaked at $18.5M in Q2 2021.
  • 1,649 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2026.

Based on Speece Thorson Capital Group's 13F filing for Q1 2026, filed 29 Apr 2026.