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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stony Point Capital's ORLY Position: Q1 2026 in Review

Stony Point Capital reduced its O'Reilly Automotive (ORLY) stake by 0.43% in Q1 2026, selling an estimated $70.3K and leaving 171,807 shares worth $15.9M. The position accounts for 1.28% of the portfolio, ranked #25.

Stony Point Capital first reported a position in ORLY in Q1 2022 and has held it in 11 quarters since. The position peaked at $18.1M in Q3 2025. 1,649 funds tracked by Wall St. Rank hold ORLY as of Q1 2026.

Stony Point Capital held 171,807 shares of O'Reilly Automotive worth $15.9M as of Q1 2026.
Stony Point Capital sold 750 O'Reilly Automotive shares in Q1 2026, an estimated $70.3K.
O'Reilly Automotive made up 1.28% of Stony Point Capital's portfolio in Q1 2026, its #25 holding.
Stony Point Capital first reported a position in O'Reilly Automotive in Q1 2022 and has held it in 11 quarters since.
Stony Point Capital's O'Reilly Automotive position peaked at $18.1M in Q3 2025.
1,649 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2026.

Based on Stony Point Capital's 13F filing for Q1 2026, filed 15 May 2026.