TimesSquare Capital Management’s O'Reilly Automotive ORLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $86.4M | Sell |
935,987
-12,128
| -1% | -$1.14M | 1.47% | 18 |
|
|
2025
Q4 | $86.5M | Sell |
948,115
-45,065
| -5% | -$4.4M | 1.3% | 20 |
|
|
2025
Q3 | $107M | Sell |
993,180
-50,780
| -5% | -$5.1M | 1.53% | 11 |
|
|
2025
Q2 | $94.1M | Buy |
1,043,960
+15,590
| +2% | +$1.42M | 1.36% | 16 |
|
|
2025
Q1 | $98.2M | Sell |
1,028,370
-49,395
| -5% | -$4.3M | 1.58% | 12 |
|
|
2024
Q4 | $85.2M | Sell |
1,077,765
-298,515
| -22% | -$24.1M | 1.24% | 20 |
|
|
2024
Q3 | $106M | Sell |
1,376,280
-178,725
| -11% | -$13.1M | 1.58% | 10 |
|
|
2024
Q2 | $109M | Buy |
1,555,005
+17,745
| +1% | +$1.23M | 1.72% | 7 |
|
|
2024
Q1 | $116M | Sell |
1,537,260
-278,700
| -15% | -$19.5M | 1.68% | 5 |
|
|
2023
Q4 | $115M | Buy |
1,815,960
+5,490
| +0.3% | +$347K | 1.69% | 3 |
|
|
2023
Q3 | $110M | Sell |
1,810,470
-296,055
| -14% | -$18.6M | 1.71% | 2 |
|
|
2023
Q2 | $134M | Sell |
2,106,525
-152,325
| -7% | -$9.3M | 1.92% | 1 |
|
|
2023
Q1 | $128M | Hold |
2,258,850
| – | – | 1.87% | 2 |
|
|
2022
Q4 | $127M | Sell |
2,258,850
-58,650
| -3% | -$3.15M | 1.81% | 3 |
|
|
2022
Q3 | $109M | Buy |
2,317,500
+522,000
| +29% | +$24.3M | 1.51% | 5 |
|
|
2022
Q2 | $75.6M | Sell |
1,795,500
-925,500
| -34% | -$39.8M | 1.05% | 13 |
|
|
2022
Q1 | $124M | Sell |
2,721,000
-138,000
| -5% | -$6.16M | 1.39% | 8 |
|
|
2021
Q4 | $135M | Sell |
2,859,000
-430,500
| -13% | -$18.6M | 1.19% | 13 |
|
|
2021
Q3 | $134M | Sell |
3,289,500
-606,000
| -16% | -$24.3M | 1.17% | 8 |
|
|
2021
Q2 | $147M | Sell |
3,895,500
-86,250
| -2% | -$3.09M | 1.2% | 10 |
|
|
2021
Q1 | $135M | Buy |
3,981,750
+759,750
| +24% | +$23.5M | 1.15% | 12 |
|
|
2020
Q4 | $97.2M | Buy |
3,222,000
+273,000
| +9% | +$8.24M | 0.79% | 29 |
|
|
2020
Q3 | $90.6M | Sell |
2,949,000
-125,625
| -4% | -$3.82M | 0.85% | 27 |
|
|
2020
Q2 | $86.4M | Sell |
3,074,625
-333,870
| -10% | -$8.73M | 0.82% | 28 |
|
|
2020
Q1 | $68.4M | Buy |
3,408,495
+698,745
| +26% | +$17.9M | 0.82% | 33 |
|
|
2019
Q4 | $79.2M | Sell |
2,709,750
-876,675
| -24% | -$25.1M | 0.71% | 39 |
|
|
2019
Q3 | $95.3M | Sell |
3,586,425
-2,929,575
| -45% | -$75.7M | 0.84% | 26 |
|
|
2019
Q2 | $160M | Buy |
6,516,000
+1,282,500
| +25% | +$32.5M | 1.23% | 9 |
|
|
2019
Q1 | $135M | Sell |
5,233,500
-147,750
| -3% | -$3.57M | 1.04% | 13 |
|
|
2018
Q4 | $124M | Sell |
5,381,250
-332,250
| -6% | -$7.56M | 1.07% | 14 |
|
|
2018
Q3 | $132M | Sell |
5,713,500
-544,500
| -9% | -$11.6M | 0.88% | 21 |
|
|
2018
Q2 | $114M | Buy |
6,258,000
+157,500
| +3% | +$2.74M | 0.76% | 30 |
|
|
2018
Q1 | $101M | Sell |
6,100,500
-1,173,000
| -16% | -$19.8M | 0.68% | 38 |
|
|
2017
Q4 | $117M | Sell |
7,273,500
-1,492,500
| -17% | -$22.2M | 0.77% | 34 |
|
|
2017
Q3 | $126M | Sell |
8,766,000
-2,254,500
| -20% | -$29.8M | 0.84% | 25 |
|
|
2017
Q2 | $161M | Buy |
11,020,500
+321,375
| +3% | +$5.25M | 1.03% | 13 |
|
|
2017
Q1 | $192M | Buy |
10,699,125
+263,250
| +3% | +$4.75M | 1.24% | 5 |
|
|
2016
Q4 | $194M | Buy |
10,435,875
+2,607,375
| +33% | +$47.6M | 1.3% | 7 |
|
|
2016
Q3 | $146M | Sell |
7,828,500
-1,411,500
| -15% | -$26.5M | 0.94% | 17 |
|
|
2016
Q2 | $167M | Buy |
9,240,000
+1,415,025
| +18% | +$25M | 1.1% | 12 |
|
|
2016
Q1 | $143M | Sell |
7,824,975
-2,204,025
| -22% | -$37.6M | 0.93% | 19 |
|
|
2015
Q4 | $169M | Sell |
10,029,000
-1,194,000
| -11% | -$20.7M | 1.07% | 14 |
|
|
2015
Q3 | $187M | Sell |
11,223,000
-215,250
| -2% | -$3.48M | 1.17% | 12 |
|
|
2015
Q2 | $172M | Buy |
11,438,250
+202,500
| +2% | +$3M | 0.94% | 21 |
|
|
2015
Q1 | $162M | Sell |
11,235,750
-5,009,250
| -31% | -$67.3M | 0.87% | 22 |
|
|
2014
Q4 | $209M | Sell |
16,245,000
-2,974,500
| -15% | -$34.9M | 1.16% | 11 |
|
|
2014
Q3 | $193M | Buy |
19,219,500
+1,622,250
| +9% | +$16.6M | 1.09% | 11 |
|
|
2014
Q2 | $177M | Sell |
17,597,250
-683,250
| -4% | -$6.74M | 0.95% | 20 |
|
|
2014
Q1 | $181M | Sell |
18,280,500
-11,782,500
| -39% | -$112M | 0.95% | 21 |
|
|
2013
Q4 | $258M | Buy |
30,063,000
+8,657,730
| +40% | +$73M | 1.3% | 11 |
|
|
2013
Q3 | $182M | Buy |
21,405,270
+1,177,350
| +6% | +$9.63M | 1.02% | 15 |
|
|
2013
Q2 | $152M | Buy |
+20,227,920
| New | +$146M | 0.94% | 20 |
|
Other funds holding ORLY
VCM
VPM
N
TimesSquare Capital Management's ORLY Position: Q1 2026 in Review
TimesSquare Capital Management reduced its O'Reilly Automotive (ORLY) stake by 1.3% in Q1 2026, selling an estimated $1.14M and leaving 935,987 shares worth $86.4M. The position accounts for 1.47% of the portfolio, ranked #18.
TimesSquare Capital Management first reported a position in ORLY in Q2 2013 and has held it in 52 quarters since. The position peaked at $258M in Q4 2013. 1,649 funds tracked by Wall St. Rank hold ORLY as of Q1 2026.
- TimesSquare Capital Management held 935,987 shares of O'Reilly Automotive worth $86.4M as of Q1 2026.
- TimesSquare Capital Management sold 12,128 O'Reilly Automotive shares in Q1 2026, an estimated $1.14M.
- O'Reilly Automotive made up 1.47% of TimesSquare Capital Management's portfolio in Q1 2026, its #18 holding.
- TimesSquare Capital Management first reported a position in O'Reilly Automotive in Q2 2013 and has held it in 52 quarters since.
- TimesSquare Capital Management's O'Reilly Automotive position peaked at $258M in Q4 2013.
- 1,649 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2026.
Based on TimesSquare Capital Management's 13F filing for Q1 2026, filed 7 May 2026.