Stony Point Capital’s O'Reilly Automotive ORLY Stock Holding History

Stony Point Capital’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 Q2	$16.3M	Buy	177,515 +5,708	+3%	+$521K	1.06%	26
2026 Q1	$15.9M	Sell	171,807 -750	-0.4%	-$70.3K	1.28%	25
2025 Q4	$15.7M	Buy	172,557 +4,337	+3%	+$424K	1.15%	23
2025 Q3	$18.1M	Buy	168,220 +7,993	+5%	+$803K	1.27%	21
2025 Q2	$14.4M	Sell	160,227 -19,668	-11%	-$1.79M	1.09%	30
2025 Q1	$17.2M	Buy	+179,895	New	+$15.6M	1.77%	24
2023 Q3	–	Sell	-189,975	Closed	-$12.1M	–	29
2023 Q2	$12.1M	Buy	189,975 +87,660	+86%	+$5.35M	3.93%	11
2023 Q1	$5.79M	Sell	102,315 -52,650	-34%	-$2.88M	2.06%	24
2022 Q4	$8.72M	Sell	154,965 -108,960	-41%	-$5.86M	3.09%	14
2022 Q3	$12.4M	Sell	263,925 -4,500	-2%	-$210K	4.47%	4
2022 Q2	$11.3M	Buy	268,425 +87,165	+48%	+$3.75M	3.99%	9
2022 Q1	$8.28M	Buy	+181,260	New	+$8.1M	1.93%	25

Other funds holding ORLY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Stony Point Capital's ORLY Position: Q2 2026 in Review

Stony Point Capital increased its O'Reilly Automotive (ORLY) stake by 3.3% in Q2 2026, buying an estimated $521K and bringing the position to 177,515 shares worth $16.3M. The position accounts for 1.06% of the portfolio, ranked #26.

Stony Point Capital first reported a position in ORLY in Q1 2022 and has held it in 12 quarters since. The position peaked at $18.1M in Q3 2025. 1,662 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

Stony Point Capital held 177,515 shares of O'Reilly Automotive worth $16.3M as of Q2 2026.
Stony Point Capital bought 5,708 O'Reilly Automotive shares in Q2 2026, an estimated $521K.
O'Reilly Automotive made up 1.06% of Stony Point Capital's portfolio in Q2 2026, its #26 holding.
Stony Point Capital first reported a position in O'Reilly Automotive in Q1 2022 and has held it in 12 quarters since.
Stony Point Capital's O'Reilly Automotive position peaked at $18.1M in Q3 2025.
1,662 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on Stony Point Capital's 13F filing for Q2 2026, filed 13 Aug 2026.