Two Sigma Investments’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 | $263M | Buy |
2,851,180
+2,676,421
| +1,531% | +$251M | 0.21% | 104 |
|
|
2025
Q4 | $15.9M | Buy |
174,759
+146,435
| +517% | +$14.3M | 0.02% | 837 |
|
|
2025
Q3 | $3.05M | Buy |
28,324
+1,231
| +5% | +$124K | ﹤0.01% | 1840 |
|
|
2025
Q2 | $2.44M | Sell |
27,093
-42,657
| -61% | -$3.89M | ﹤0.01% | 1695 |
|
|
2025
Q1 | $6.66M | Sell |
69,750
-600,285
| -90% | -$52.2M | 0.01% | 969 |
|
|
2024
Q4 | $53M | Buy |
670,035
+636,900
| +1,922% | +$51.4M | 0.12% | 215 |
|
|
2024
Q3 | $2.54M | Buy |
33,135
+24,135
| +268% | +$1.77M | 0.01% | 1522 |
|
|
2024
Q2 | $634K | Sell |
9,000
-703,905
| -99% | -$48.7M | ﹤0.01% | 2245 |
|
|
2024
Q1 | $53.7M | Sell |
712,905
-276,210
| -28% | -$19.3M | 0.13% | 204 |
|
|
2023
Q4 | $62.6M | Sell |
989,115
-1,130,895
| -53% | -$71.5M | 0.14% | 183 |
|
|
2023
Q3 | $128M | Buy |
2,120,010
+1,694,775
| +399% | +$106M | 0.35% | 64 |
|
|
2023
Q2 | $27.1M | Sell |
425,235
-1,796,475
| -81% | -$110M | 0.07% | 341 |
|
|
2023
Q1 | $126M | Buy |
2,221,710
+327,630
| +17% | +$18M | 0.36% | 67 |
|
|
2022
Q4 | $107M | Buy |
1,894,080
+1,728,480
| +1,044% | +$92.9M | 0.33% | 72 |
|
|
2022
Q3 | $7.76M | Buy |
+165,600
| New | +$7.72M | 0.03% | 583 |
|
|
2022
Q2 | – | Sell |
-2,590,485
| Closed | -$118M | – | 2827 |
|
|
2022
Q1 | $118M | Sell |
2,590,485
-938,205
| -27% | -$41.9M | 0.35% | 63 |
|
|
2021
Q4 | $166M | Buy |
3,528,690
+35,730
| +1% | +$1.55M | 0.35% | 58 |
|
|
2021
Q3 | $142M | Sell |
3,492,960
-1,124,430
| -24% | -$45M | 0.32% | 72 |
|
|
2021
Q2 | $174M | Sell |
4,617,390
-2,099,670
| -31% | -$75.3M | 0.4% | 38 |
|
|
2021
Q1 | $227M | Buy |
6,717,060
+1,685,835
| +34% | +$52.2M | 0.59% | 18 |
|
|
2020
Q4 | $152M | Sell |
5,031,225
-623,850
| -11% | -$18.8M | 0.44% | 50 |
|
|
2020
Q3 | $174M | Buy |
5,655,075
+1,047,750
| +23% | +$31.8M | 0.62% | 29 |
|
|
2020
Q2 | $130M | Buy |
4,607,325
+4,551,675
| +8,179% | +$119M | 0.64% | 24 |
|
|
2020
Q1 | $1.12M | Sell |
55,650
-1,092,780
| -95% | -$27.9M | 0.01% | 1329 |
|
|
2019
Q4 | $33.6M | Buy |
+1,148,430
| New | +$32.9M | 0.1% | 231 |
|
|
2019
Q2 | – | Sell |
-3,751,260
| Closed | -$95M | – | 3574 |
|
|
2019
Q1 | $97.1M | Sell |
3,751,260
-2,396,385
| -39% | -$58M | 0.31% | 53 |
|
|
2018
Q4 | $141M | Sell |
6,147,645
-499,680
| -8% | -$11.4M | 0.55% | 19 |
|
|
2018
Q3 | $154M | Sell |
6,647,325
-847,515
| -11% | -$18M | 0.42% | 30 |
|
|
2018
Q2 | $137M | Sell |
7,494,840
-580,470
| -7% | -$10.1M | 0.41% | 30 |
|
|
2018
Q1 | $133M | Buy |
+8,075,310
| New | +$137M | 0.44% | 29 |
|
|
2017
Q1 | – | Sell |
-623,385
| Closed | -$11.3M | – | 3205 |
|
|
2016
Q4 | $11.6M | Sell |
623,385
-6,742,800
| -92% | -$123M | 0.04% | 482 |
|
|
2016
Q3 | $138M | Buy |
7,366,185
+4,019,385
| +120% | +$75.3M | 0.5% | 33 |
|
|
2016
Q2 | $60.5M | Buy |
3,346,800
+2,961,825
| +769% | +$52.4M | 0.26% | 84 |
|
|
2016
Q1 | $7.02M | Buy |
384,975
+360,975
| +1,504% | +$6.16M | 0.03% | 569 |
|
|
2015
Q4 | $405K | Buy |
+24,000
| New | +$416K | ﹤0.01% | 2087 |
|
|
2015
Q3 | – | Sell |
-537,690
| Closed | -$8.68M | – | 2578 |
|
|
2015
Q2 | $8.1M | Buy |
537,690
+418,875
| +353% | +$6.21M | 0.04% | 507 |
|
|
2015
Q1 | $1.71M | Buy |
+118,815
| New | +$1.6M | 0.01% | 1260 |
|
|
2014
Q3 | – | Sell |
-28,560
| Closed | -$287K | – | 1966 |
|
|
2014
Q2 | $287K | Sell |
28,560
-3,084,330
| -99% | -$30.4M | ﹤0.01% | 1856 |
|
|
2014
Q1 | $30.8M | Buy |
+3,112,890
| New | +$29.7M | 0.17% | 160 |
|
|
2013
Q4 | – | Sell |
-381,225
| Closed | -$3.24M | – | 2322 |
|
|
2013
Q3 | $3.24M | Buy |
+381,225
| New | +$3.12M | 0.02% | 636 |
|
Other funds holding ORLY
VCM
VPM
N
Two Sigma Investments's ORLY Position: Q1 2026 in Review
Two Sigma Investments increased its O'Reilly Automotive (ORLY) stake by 1,531% in Q1 2026, buying an estimated $251M and bringing the position to 2,851,180 shares worth $263M. The position accounts for 0.21% of the portfolio, ranked #104.
Two Sigma Investments first reported a position in ORLY in Q3 2013 and has held it in 40 quarters since. 1,649 funds tracked by Wall St. Rank hold ORLY as of Q1 2026.
- Two Sigma Investments held 2,851,180 shares of O'Reilly Automotive worth $263M as of Q1 2026.
- Two Sigma Investments bought 2,676,421 O'Reilly Automotive shares in Q1 2026, an estimated $251M.
- O'Reilly Automotive made up 0.21% of Two Sigma Investments's portfolio in Q1 2026, its #104 holding.
- Two Sigma Investments first reported a position in O'Reilly Automotive in Q3 2013 and has held it in 40 quarters since.
- 1,649 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2026.
Based on Two Sigma Investments's 13F filing for Q1 2026, filed 15 May 2026.