Current position

Chuck Akre’s Oreilly Automotive Inc (ORLY) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

Akre Capital ManagementVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ1 2011Earliest verified positive filing snapshot
Latest statusCurrent positionBased on the latest supported relationship state
Peak shares9.41MHighest verified quarter-end share count
Quarters reported58Verified quarters with shares above zero
What happened?

Akre Capital Management first reported Oreilly Automotive Inc in Q1 2011. The reported position was increased and reduced across later filings. Akre Capital Management currently reports 2.16M shares. The latest verified filing showed: Sold 44.4% of the position.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q2 2026
Sold 44.4% of the position−1.72M shares · 2.16M shares remained
Filing context

Quarter-end price $92.09 · Estimated holding basis $158.84

Q1 2026
Sold 42.2% of the position−2.83M shares · 3.89M shares remained
Filing context

Quarter-end price $92.31 · Estimated holding basis $158.84

Q4 2025
Sold 22.0% of the position−1.89M shares · 6.72M shares remained
Filing context

Quarter-end price $91.21 · Estimated holding basis $158.84

Q3 2025
Sold 8.5% of the position−798.29K shares · 8.61M shares remained
Filing context

Quarter-end price $107.81 · Estimated holding basis $158.84

Q2 2025
Bought 989.3% more+8.55M shares · 9.41M shares reported after the change
Filing context

Quarter-end price $90.13 · Estimated holding basis $158.84

Q1 2025
Sold 3.5% of the position−31.37K shares · 863.91K shares remained
Filing context

Quarter-end price $1,432.58 · Estimated holding basis $838.62

Portfolio importance

How important is Oreilly Automotive Inc in Akre Capital Management’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Current portfolio weight3.9%Q2 2026
Current rank#10of 19 reported positions
Peak portfolio weight11.9%Q1 2025
Best historical rank#2Q1 2025
At peak importanceQ1 2025
ORLY
11.9%
Largest holding
17.6%
Cross-investor discovery

Who else owns Oreilly Automotive Inc?

Also reported by 3 other tracked investors in their latest verified filings.

Terry SmithFundsmith LLP
ORLY0.1% of reported portfolio
Joel GreenblattGotham Asset Management
ORLY0.1% of reported portfolio
Ray DalioBridgewater Associates, LP
ORLY0.0% of reported portfolio
Explore Oreilly Automotive Inc across all tracked investors →
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$84.712026-09-18

Market context only; not an investor transaction price.

Latest filing quarter-end price$92.09Q2 2026

Derived from validated reported value and shares where supported.

Estimated holding basis$158.84Historical reference — not actual purchase price

Calculated from supported filing history.

Latest verified investor filingQ2 2026 · filed 2026-08-14
Open SEC filing ↗

This tracker follows Akre Capital Management, LLC’s Form 13F disclosures. It is not Chuck Akre’s personal brokerage account, and 13F filings do not reveal exact trade dates or execution prices.