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AKRE CAPITAL MANAGEMENT LLC → ORLY
AKRE CAPITAL MANAGEMENT LLC ORLY Position History
O'Reilly Automotive, Inc. • Consumer Cyclical
Quarters held
15
Latest value
$199.1M
Q2 2026
Peak value
$1.2B
First seen
Q1 2023
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2023 | $1B |
| Q2 2023 | $1.1B |
| Q3 2023 | $959.3M |
| Q4 2023 | $969M |
| Q1 2024 | $1.1B |
| Q1 2024 | $1.1B |
| Q2 2024 | $1B |
| Q3 2024 | $1.1B |
| Q4 2024 | $1.1B |
| Q1 2025 | $1.2B |
| Q2 2025 | $848.2M |
| Q3 2025 | $928.5M |
| Q4 2025 | $612.9M |
| Q1 2026 | $358.7M |
| Q2 2026 | $199.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q2 2026 | $199.1M | 2.16M | — | — |
| Q1 2026 | $358.7M | 3.89M | — | — |
| Q4 2025 | $612.9M | 6.72M | — | — |
| Q3 2025 | $928.5M | 8.61M | — | — |
| Q2 2025 | $848.2M | 9.41M | — | — |
| Q1 2025 | $1.2B | 863.9K | — | — |
| Q4 2024 | $1.1B | 895.3K | — | — |
| Q3 2024 | $1.1B | 919.1K | — | — |
| Q2 2024 | $1B | 956.1K | — | — |
| Q1 2024 | $1.1B | 988.4K | — | — |
| Q1 2024 | $1.1B | 988.4K | — | — |
| Q4 2023 | $969M | 1.02M | — | — |
| Q3 2023 | $959.3M | 1.06M | — | — |
| Q2 2023 | $1.1B | 1.11M | — | — |
| Q1 2023 | $1B | 1.18M | — | — |
Other funds holding ORLY
$3.4B
$3.4B
$3.4B
$823.2M
$775.1M