Exited position

David Abrams’s Oreilly Automotive Inc (ORLY) position

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

Abrams Capital Management, L.P.Verified through Q2 2026
Relationship snapshot

At a glance

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

First reportedQ3 2017Earliest verified positive filing snapshot
Latest statusExited positionBased on the latest supported relationship state
Peak shares883.19KHighest verified quarter-end share count
Quarters reported10Verified quarters with shares above zero
What happened?

Abrams Capital Management, L.P. first reported Oreilly Automotive Inc in Q3 2017. The reported position was increased and reduced across later filings. The latest verified relationship event shows that Abrams Capital Management, L.P. sold the entire position in Q1 2020, and the stock is no longer reported in the latest verified portfolio.

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.

Q1 2020
Sold the entire position−519.48K shares · No shares reported at quarter-end
Q4 2019
Sold 2.7% of the position−14.41K shares · 519.48K shares remained
Filing context

Quarter-end price $438.26 · Estimated holding basis $216.20

Q2 2019
Sold 28.6% of the position−214.24K shares · 533.89K shares remained
Filing context

Quarter-end price $369.32 · Estimated holding basis $216.20

Q1 2019
Sold 13.0% of the position−111.86K shares · 748.12K shares remained
Filing context

Quarter-end price $388.30 · Estimated holding basis $216.20

Q4 2018
Sold 2.6% of the position−23.21K shares · 859.98K shares remained
Filing context

Quarter-end price $344.33 · Estimated holding basis $216.20

Q4 2017
Bought 3.4% more+29.19K shares · 883.19K shares reported after the change
Filing context

Quarter-end price $240.54 · Estimated holding basis $216.20

4 unchanged quarters are collapsed by default.

Portfolio importance

How important was Oreilly Automotive Inc in Abrams Capital Management, L.P.’s reported portfolio?

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

Last reported portfolio weight7.1%Q4 2019
Last reported rank#6of 21 reported positions
Peak portfolio weight12.2%Q4 2018
Best historical rank#2Q4 2018
At peak importanceQ4 2018
ORLY
12.2%
Largest holding
12.3%
Cross-investor discovery

Who else owns Oreilly Automotive Inc?

Also reported by 4 other tracked investors in their latest verified filings.

Chuck AkreAkre Capital Management
ORLY3.9% of reported portfolio
Terry SmithFundsmith LLP
ORLY0.1% of reported portfolio
Joel GreenblattGotham Asset Management
ORLY0.1% 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 verified investor filingQ2 2026 · filed 2026-08-13
Open SEC filing ↗

This tracker follows Abrams Capital Management, L.P.’s Form 13F disclosures, not David Abrams’s personal brokerage account. Form 13F reports quarter-end positions later and does not reveal exact trade dates or execution prices.