Chuck Akre - Akre Capital Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    19
Portfolio value:    $6,115,870,825
Holdings Activity Buys Sells    History
Holding/activity history for  O'Reilly Automotive, Inc. (ORLY)
← All ORLY superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 3,885,813 5.87 Reduce 42.17% 2.83 $86.77–102.11 · VW $94.12i $358,699,398 SEC
2025   Q4 6,719,819 6.72 Reduce 21.98% 2.03 $90.18–107.96 · VW $97.10i $612,914,691 SEC
2025   Q3 8,612,428 9.26 Reduce 8.48% 0.70 $88.91–108.72 · VW $101.33i $928,505,863 SEC
2025   Q2 9,410,714 8.31 Reduce 27.38% 3.26 $86.79–97.22 · VW $91.64i $848,187,653 SEC
2025   Q1 12,958,650 11.90 Reduce 3.50% 0.32 $78.83–96.67 · VW $89.11i $1,237,620,188 SEC
2024   Q4 13,429,200 9.18 Reduce 2.59% 0.23 $75.93–85.60 · VW $80.03i $1,061,623,024 SEC
2024   Q3 13,785,975 8.81 Reduce 3.87% 0.34 $67.24–77.65 · VW $74.49i $1,058,395,254 SEC
2024   Q2 14,341,185 8.88 Reduce 3.27% 0.30 $63.17–76.62 · VW $68.12i $1,009,676,789 SEC
2024   Q1 14,826,210 9.23 Reduce 3.08% 0.25 $60.97–77.94 · VW $70.33i $1,115,800,796 SEC
2023   Q4 15,297,960 8.15 Reduce 3.37% 0.30 $57.34–67.06 · VW $63.00i $968,952,389 SEC
2023   Q3 15,832,095 8.81 Reduce 5.23% 0.46 $60.35–65.05 · VW $62.32i $959,277,191 SEC
2023   Q2 16,706,295 8.87 Reduce 5.79% 0.51 $56.75–64.31 · VW $61.08i $1,063,968,241 SEC
2023   Q1 17,732,520 8.84 Reduce 0.01% <0.01 $51.15–58.26 · VW $54.80i $1,003,636,989 SEC
2022   Q4 17,734,245 9.03 Reduce 19.66% 1.80 $47.05–58.06 · VW $55.05i $997,882,320 SEC
2022   Q3 22,073,190 9.14 Reduce 6.36% 0.51 $41.66–50.06 · VW $46.65i $1,035,012,000 SEC
2022   Q2 23,573,190 7.96 Reduce 0.35% 0.03 $37.53–49.91 · VW $41.96i $992,840,000 SEC
2022   Q1 23,657,115 7.39 Reduce 0.14% <0.01 $41.39–47.25 · VW $44.34i $1,080,278,000 SEC
2021   Q4 23,689,215 6.47 Add 0.04% <0.01 $39.61–47.39 · VW $43.40i $1,115,336,000 SEC
2021   Q3 23,680,605 5.94 Reduce 0.18% <0.01 $37.76–41.96 · VW $40.07i $964,685,000 SEC
2021   Q2 23,722,710 5.52 Reduce 0.02% <0.01 $33.61–37.96 · VW $36.28i $895,469,000 SEC
2021   Q1 23,727,810 5.46 Reduce 14.02% 0.79 $28.27–34.15 · VW $30.75i $802,395,000 SEC
2020   Q4 27,596,160 5.63 Reduce 0.04% <0.01 $28.75–31.69 · VW $30.00i $832,613,000 SEC
2020   Q3 27,607,620 5.98 Reduce 0.08% <0.01 $27.53–32.53 · VW $30.80i $848,621,000 SEC
2020   Q2 27,628,485 5.85 Reduce 0.06% <0.01 $18.91–28.96 · VW $25.95i $776,674,000 SEC
2020   Q1 27,644,610 5.39 Reduce 2.33% 0.18 $16.77–29.79 · VW $23.93i $554,827,000 SEC
2019   Q4 28,303,890 7.58 Reduce 0.01% <0.01 $25.58–30.29 · VW $28.91i $826,964,000 SEC
2019   Q3 28,306,110 7.41 Reduce 0.01% <0.01 $23.99–27.28 · VW $25.73i $752,018,000 SEC
2019   Q2 28,308,570 7.49 Reduce 0.01% <0.01 $23.31–27.64 · VW $25.11i $696,995,000 SEC
2019   Q1 28,310,025 8.16 Add 0.01% <0.01 $21.99–26.29 · VW $24.23i $732,852,000 SEC
2018   Q4 28,307,475 8.66 Reduce 0.01% <0.01 $20.94–24.21 · VW $22.48i $649,808,000 SEC
2018   Q3 28,309,605 8.02 Reduce 0.05% <0.01 $18.06–23.44 · VW $21.25i $655,499,000 SEC
2018   Q2 28,324,950 6.88 Reduce 0.28% 0.02 $14.51–19.36 · VW $17.41i $516,590,000 SEC
2018   Q1 28,404,885 6.60 Reduce 0.05% <0.01 $15.85–18.62 · VW $16.85i $468,453,000 SEC
2017   Q4 28,418,925 6.72 Add 0.05% <0.01 $12.67–17.58 · VW $15.02i $455,726,000 SEC
2017   Q3 28,404,390 6.32 Add 58.72% 2.34 $11.30–14.73 · VW $13.37i $407,830,000 SEC
2017   Q2 17,895,390 4.53 Add 44.61% 1.40 $14.38–18.01 · VW $16.12i $260,963,000 SEC
2017   Q1 12,375,135 4.02 Add 0.14% <0.01 $16.90–18.93 · VW $17.94i $222,620,000 SEC
2016   Q4 12,358,095 4.62 Reduce 0.34% 0.02 $16.67–19.10 · VW $18.02i $229,374,000 SEC
2016   Q3 12,399,720 4.89 Add 0.29% 0.01 $17.79–19.52 · VW $18.78i $231,552,000 SEC
2016   Q2 12,364,425 4.94 Reduce 0.42% 0.02 $16.53–18.52 · VW $17.65i $223,466,000 SEC
2016   Q1 12,416,415 5.29 Reduce 0.00% $15.01–18.51 · VW $17.08i $226,525,000 SEC
2015   Q4 12,416,490 5.14 Reduce 0.00% <0.01 $16.41–18.53 · VW $17.49i $209,772,000 SEC
2015   Q3 12,416,925 5.31 Reduce 0.29% 0.01 $15.07–17.21 · VW $16.14i $206,949,000 SEC
2015   Q2 12,452,745 5.09 Add 2.46% 0.12 $14.14–15.59 · VW $14.82i $187,605,000 SEC
2015   Q1 12,154,185 4.99 Reduce 0.78% 0.04 $11.93–14.67 · VW $13.30i $175,215,000 SEC
2014   Q4 12,250,320 4.69 Reduce 0.11% <0.01 $9.75–13.12 · VW $11.85i $157,310,000 SEC
2014   Q3 12,263,970 3.99 Reduce 0.45% 0.02 $9.70–10.58 · VW $10.15i $122,934,000 SEC
2014   Q2 12,319,005 4.24 Reduce 0.07% <0.01 $9.41–10.28 · VW $9.89i $123,683,000 SEC
2014   Q1 12,328,230 4.74 Add 0.07% <0.01 $8.55–10.40 · VW $9.48i $121,959,000 SEC
2013   Q4 12,319,545 4.53 Reduce 0.03% <0.01 $8.02–9.04 · VW $8.42i $105,710,000 SEC
2013   Q3 12,323,070 5.12 Add 0.21% 0.01 $7.51–8.56 · VW $8.24i $104,820,000 SEC
2013   Q2 12,297,270 4.72 Buy 4.72 $6.52–7.60 · VW $7.19i $92,328,000 SEC
2013   Q1 0 0.00 Sell 100.00% 6.08 $5.80–7.01 · VW $6.50i SEC
2012   Q4 12,372,945 6.08 Reduce 0.45% 0.03 $5.24–6.33 · VW $5.88i $73,759,000 SEC
2012   Q3 12,428,385 6.17 Add 50.55% 2.07 $5.34–6.47 · VW $5.73i $69,284,000 SEC
2011   Q4 8,255,415 8.26 Add 1.82% 0.15 $4.25–5.48 · VW $5.06i $44,001,000 SEC
2011   Q3 8,107,875 8.47 Reduce 11.42% 0.99 $3.75–4.80 · VW $4.23i $36,015,000 SEC
2011   Q2 9,153,525 8.66 Add 21.00% 1.50 $3.67–4.38 · VW $4.02i $39,976,000 SEC
2011   Q1 7,565,175 6.97 Buy 6.97 $3.56–4.11 · VW $3.80i $28,980,000 SEC
Price snapshot:
Current price$87.28
Avg. buy price$11.53
+/- since buy656.71%
52-week low$82.71
52-week high$108.72