ORLY
O'reilly Automotive Inc
5 super-investors hold ORLY worth a combined $830M. The largest position: Chuck Akre at 5.9% of their portfolio. This quarter the cohort logged 0 buys and 1 sell on the name. Cohort Conviction Score: 31 — ranked #352 of 724 scored stocks.
Why super-investors own ORLY
Ownership within this cohort is narrow and long-standing: five managers hold ORLY, but the position count has been locked at two for the past eight quarters before expanding more recently, signaling limited new enthusiasm for the name. Chuck Akre dominates the cohort's exposure at $359M and 5.9% of his portfolio — a high-conviction, multi-year hold — though he trimmed in 2026Q1, the only activity across the group this quarter. Joel Greenblatt holds the largest dollar position at $448M but at just 0.3% of portfolio, reflecting a much more diversified context. No manager added or initiated in the quarter, and the flat owner count over eight quarters suggests cohort interest has plateaued rather than built.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2016Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (5) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Joel Greenblatt | 0.3% | 40q | $448M | 4,851,312 |
| 2 | Chuck Akre | 5.9% | 40q | $359M | 3,885,813 |
| 3 | David Rolfe | 3.4% | 11q | $16M | 178,397 |
| 4 | Torray Funds | 0.8% | 38q | $6M | 62,372 |
| 5 | First Pacific Advisors | <0.1% | 22q | $771K | 8,355 |
Owners of ORLY also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Chuck Akre | TRIM | 5.9% | -42% | $359M | May 14, 2026 |
Long US equity 13F-HR filings only. CUSIP 67103H107. Not investment advice.