← Holdings
ORLY

OReilly Automotive

2 managers · $214M total
Data: SEC EDGAR 13F · 2026Q2
Manager holders · last 5 qtrsⓘ
2
2025Q2 – 2026Q2 · +1 QoQ
Total position
$214M
Combined value across tracked managers
Net move this quarter
↓ Trimming
Weighted by holders' share change
HolderQ actionValue% of port.Style
AkreⓘTrim-44.37%$199M3.89%Quality compounders / Three-legged stool
FundsmithⓘNew$15M0.11%Quality growth / Long-term concentrated
What managers sayⓘ
2026-03-31Akre Capital ManagementBullAkre Focus ETF Q1 2026 Quarterly CommentaryDetail →
2022-12-31Giverny CapitalBearGiverny Capital Annual Letter to Partners 2022Detail →
2021-11-24Colossus (Invest Like the Best / Business Breakdowns)BullAutoZone: Exemplary Capital Allocation - [Business Breakdowns, EP. 36]Detail →
2021-04-14Colossus (Invest Like the Best / Business Breakdowns)NeutralCostco: Relentless Focus on the One Thing - [Business Breakdowns, EP. 04]Detail →
2019-06-18Colossus (Invest Like the Best / Business Breakdowns)BullChuck Akre – The Three-Legged Stool - [Invest Like the Best, EP.135]Detail →
2015-12-31Giverny CapitalBullGiverny Capital Annual Letter to Partners 2015Detail →
2014-12-31Giverny CapitalBullGiverny Capital Annual Letter to Partners 2014Detail →
2013-12-31Giverny CapitalNeutralGiverny Capital Annual Letter to Partners 2013Detail →
Earnings Callsⓘ

No earnings call data yet

FinancialsⓘFY2025 · Source: SEC EDGAR 10-K

5y revenue CAGR 7% · latest net margin 14.3% · FCF consistently positive

Revenue$17.8B
Rev. YoY+6.4%
Gross margin51.6%
Net margin14.3%
Net income$2.54B
Free cash flow$1.59B
Operating cash flow$2.76B
ROE—

Source: SEC EDGAR company filings (10-K). Foreign issuers (20-F/IFRS) not yet covered.