ORLY

O'reilly Automotive Inc

5 super-investor ownerscombined $868Mlargest position 3.9%

1 NEW1 TRIM

5 of the 83 super-investors we track hold ORLY, worth a combined $868M per their latest 13F filings. The largest position: Chuck Akre at 3.9% of their portfolio. This quarter the cohort logged 1 buy and 1 sell on the name. Conviction score: 32 of 100 (how strongly the cohort backs it) — ranked #293 of 742 stocks. The stock is up 8.8x since a tracked investor first held it at conviction size (Q1 2014 or earlier).

Held through it: Chuck Akre (49q straight), Polen Capital Management (23q straight), David Abrams (10q straight) and 11 more. All multibaggers the cohort held →

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Why super-investors own ORLY

ORLY is held by 5 super-investors in our cohort, with a combined position value of $868M. The highest-conviction owner is Chuck Akre at 3.9% of their portfolio. This quarter the cohort registered 1 new positions, 1 trimmed.

AI-synthesized from 13F filings. Not investment advice.

Cohort owners over time

2016Q3 → 2026Q2

How many of the cohort members held this stock each quarter.

Now: 5

Peak: 11

Owners (5) · click any column to sort

#↑	Manager	% Port.	History	Value	Shares
1	Joel Greenblatt	0.4%	40q	$646M	7,019,578
2	Chuck Akre	3.9%	40q	$199M	2,161,818
3	David Rolfe	3.3%	12q	$16M	172,645
4	Torray Funds	0.8%	39q	$6M	60,821
5	Terry Smith	<0.1%	4q	$498K	5,410