NASDAQ · Consumer Discretionary

OREILLY AUTOMOTIVE INC ORLY

O'Reilly Automotive, Inc., together with its subsidiaries, operates as a retailer and supplier of automotive aftermarket parts, tools, supplies, equipment, and accessories in the United States, Puerto Rico, Mexico, and Canada.

Auto Parts Retail

Company profile

Business mix

  • The company offers new and remanufactured automotive hard parts and maintenance items, such as alternators, batteries, brake system components, belts, chassis parts, driveline parts, engine parts, fuel pumps, hoses, starters, temperature control.
  • It also provides auto body paint and related materials, automotive tools, and professional service provider service equipment.
  • In addition, the company offers enhanced services and programs consisting of used oil, oil filter, and battery recycling.
  • It offers its products to do-it-yourself and professional service providers for domestic and imported automobiles, vans, and trucks.

Current key questions

  • Can consumer demand, pricing, traffic, and channel execution support growth in auto parts?
  • How do input costs, promotions, inventory, and brand strength affect margins?
  • Does management convert scale, store or digital reach, and capital allocation into higher per-share value?
Holders 2 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 29.4 FCF 2.56% Buyback 2.66%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Akre Capital Management Chuck Akre 5.8% $358.7M 2026-03-31
Wedgewood Partners David Rolfe 3.4% $16.5M 2026-03-31

Recent trading changes over the last 4 quarters

Net buyers 2 Last 4 13F filing periods
Net reducers 0 Last 4 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $294.3M Estimated from net added shares
Reduction amount $0 Estimated from net reduced shares
Net share change / base shares +363.7% +3,187,707 / 876,503
Wedgewood Partners David Rolfe 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Major increase Shares 1370.7% 13F value change +$2.1M
13F 2025-09-30 Filed 2025-11-14
Minor increase Shares 3.5% 13F value change +$1.9M
13F 2025-12-31 Filed 2026-02-17
Minor reduction Shares -1.5% 13F value change -$3.5M
13F 2026-03-31 Filed 2026-05-15
Minor reduction Shares -5.5% 13F value change -$745,871
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 12,593 Last 4 periods +165,804 (+1316.6%) Total shares 178,397 Value $16.5M
Akre Capital Management Chuck Akre 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Major increase Shares 989.3% 13F value change -$389.4M
13F 2025-09-30 Filed 2025-11-13
Minor reduction Shares -8.5% 13F value change +$80.3M
13F 2025-12-31 Filed 2026-02-13
Major reduction Shares -22.0% 13F value change -$315.6M
13F 2026-03-31 Filed 2026-05-14
Major reduction Shares -42.2% 13F value change -$254.2M
Settlement As of 13F 2026-03-31 · Filed 2026-05-14
Base shares 863,910 Last 4 periods +3,021,903 (+349.8%) Total shares 3,885,813 Value $358.7M

Recent mentions

No public mentions.