Waycross Partners’s O'Reilly Automotive ORLY Stock Holding History

Waycross Partners’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	–	Sell	-30,000	Closed	-$2.74M	–	95
2025 Q4	$2.74M	Hold	30,000	–	–	0.22%	45
2025 Q3	$3.23M	Hold	30,000	–	–	0.28%	42
2025 Q2	$2.7M	Hold	30,000	–	–	0.25%	45
2025 Q1	$2.87M	Hold	30,000	–	–	0.32%	37
2024 Q4	$2.37M	Hold	30,000	–	–	0.31%	42
2024 Q3	$2.3M	Hold	30,000	–	–	0.32%	40
2024 Q2	$2.11M	Hold	30,000	–	–	0.32%	45
2024 Q1	$2.26M	Hold	30,000	–	–	0.39%	41
2023 Q4	$1.9M	Sell	30,000 -12,825	-30%	-$810K	0.36%	51
2023 Q3	$2.59M	Hold	42,825	–	–	0.57%	36
2023 Q2	$2.73M	Hold	42,825	–	–	0.59%	37
2023 Q1	$2.42M	Hold	42,825	–	–	0.7%	36
2022 Q4	$2.41M	Hold	42,825	–	–	0.87%	37
2022 Q3	$2.01M	Buy	42,825 +17,325	+68%	+$808K	1.35%	29
2022 Q2	$1.07M	Buy	+25,500	New	+$1.1M	0.71%	49

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

Waycross Partners's ORLY Position: Q1 2026 in Review

Waycross Partners sold out of O'Reilly Automotive (ORLY) in Q1 2026, closing a stake of 30,000 shares — an estimated $2.74M sold.

Waycross Partners first reported a position in ORLY in Q2 2022 and held it in 15 quarters. The position peaked at $3.23M in Q3 2025. 1,649 funds tracked by Wall St. Rank hold ORLY as of Q1 2026.

Waycross Partners reported no remaining O'Reilly Automotive position as of Q1 2026 after selling out during the quarter.
Waycross Partners sold 30,000 O'Reilly Automotive shares in Q1 2026, an estimated $2.74M.
Waycross Partners first reported a position in O'Reilly Automotive in Q2 2022 and held it in 15 quarters.
Waycross Partners's O'Reilly Automotive position peaked at $3.23M in Q3 2025.
1,649 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2026.

Based on Waycross Partners's 13F filing for Q1 2026, filed 7 May 2026.