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Yousif Capital Management’s O'Reilly Automotive ORLY Stock Holding History

Yousif Capital Management’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 		$8.44M Sell
91,674
-7,554
-8% -$689K 0.09% 183
2026
Q1 		$9.16M Sell
99,228
-3,464
-3% -$325K 0.11% 173
2025
Q4 		$9.78M Sell
102,692
-4,705
-4% -$460K 0.11% 164
2025
Q3 		$11.6M Sell
107,397
-6,844
-6% -$688K 0.12% 144
2025
Q2 		$10.3M Sell
114,241
-1,544
-1% -$141K 0.11% 162
2025
Q1 		$11.1M Sell
115,785
-1,650
-1% -$144K 0.13% 146
2024
Q4 		$9.28M Buy
117,435
+6,180
+6% +$498K 0.1% 182
2024
Q3 		$8.54M Sell
111,255
-3,360
-3% -$247K 0.09% 207
2024
Q2 		$8.07M Sell
114,615
-12,675
-10% -$876K 0.09% 200
2024
Q1 		$9.58M Sell
127,290
-4,830
-4% -$338K 0.11% 182
2023
Q4 		$8.37M Sell
132,120
-32,235
-20% -$2.04M 0.1% 186
2023
Q3 		$9.96M Buy
164,355
+7,290
+5% +$457K 0.13% 150
2023
Q2 		$10M Sell
157,065
-2,520
-2% -$154K 0.12% 157
2023
Q1 		$9.03M Sell
159,585
-8,280
-5% -$454K 0.12% 164
2022
Q4 		$9.45M Sell
167,865
-6,735
-4% -$362K 0.12% 159
2022
Q3 		$8.19M Sell
174,600
-8,520
-5% -$397K 0.12% 173
2022
Q2 		$7.71M Sell
183,120
-42,870
-19% -$1.84M 0.1% 194
2022
Q1 		$10.3M Buy
225,990
+12,390
+6% +$553K 0.11% 161
2021
Q4 		$10.1M Buy
+213,600
New +$9.24M 0.1% 170

Other funds holding ORLY

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
HIC
Harvey Investment Company Louisville, Kentucky $918M AUM 14.93% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Yousif Capital Management's ORLY Position: Q2 2026 in Review

Yousif Capital Management reduced its O'Reilly Automotive (ORLY) stake by 7.6% in Q2 2026, selling an estimated $689K and leaving 91,674 shares worth $8.44M. The position accounts for 0.09% of the portfolio, ranked #183.

Yousif Capital Management first reported a position in ORLY in Q4 2021 and has held it in 19 quarters since. The position peaked at $11.6M in Q3 2025. 457 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

  • Yousif Capital Management held 91,674 shares of O'Reilly Automotive worth $8.44M as of Q2 2026.
  • Yousif Capital Management sold 7,554 O'Reilly Automotive shares in Q2 2026, an estimated $689K.
  • O'Reilly Automotive made up 0.09% of Yousif Capital Management's portfolio in Q2 2026, its #183 holding.
  • Yousif Capital Management first reported a position in O'Reilly Automotive in Q4 2021 and has held it in 19 quarters since.
  • Yousif Capital Management's O'Reilly Automotive position peaked at $11.6M in Q3 2025.
  • 457 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.