Dan Polen - Polen Capital Management
Holding/activity history for O'Reilly Automotive, Inc. (ORLY)
← All ORLY superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2022 Q2 | 0 | 0.00 | Sell 100.00% | <0.01 | $37.53–49.91 · VW $41.96i | SEC | |
| 2022 Q1 | 15,525 | <0.01 | $45.67 | $709,000 | SEC | ||
| 2021 Q4 | 15,525 | <0.01 | $47.09 | $731,000 | SEC | ||
| 2021 Q3 | 15,525 | <0.01 | Buy | <0.01 | $37.76–41.96 · VW $40.07i | $632,000 | SEC |
| 2020 Q2 | 0 | 0.00 | Sell 100.00% | <0.01 | $18.91–28.96 · VW $25.95i | SEC | |
| 2020 Q1 | 49,665 | <0.01 | Reduce 99.86% | 4.01 | $16.77–29.79 · VW $23.93i | $997,000 | SEC |
| 2019 Q4 | 34,929,435 | 4.02 | Add 3.14% | 0.12 | $25.58–30.29 · VW $28.91i | $1,020,545,000 | SEC |
| 2019 Q3 | 33,866,730 | 4.14 | Add 4.32% | 0.17 | $23.99–27.28 · VW $25.73i | $899,749,000 | SEC |
| 2019 Q2 | 32,465,535 | 3.88 | Reduce 15.59% | 0.81 | $23.31–27.64 · VW $25.11i | $799,345,000 | SEC |
| 2019 Q1 | 38,460,255 | 5.20 | Reduce 11.03% | 0.71 | $21.99–26.29 · VW $24.23i | $995,608,000 | SEC |
| 2018 Q4 | 43,229,340 | 6.47 | Add 2.04% | 0.13 | $20.94–24.21 · VW $22.48i | $992,344,000 | SEC |
| 2018 Q3 | 42,366,270 | 5.58 | Reduce 0.38% | 0.02 | $18.06–23.44 · VW $21.25i | $980,977,000 | SEC |
| 2018 Q2 | 42,528,930 | 4.98 | Add 1.75% | 0.09 | $14.51–19.36 · VW $17.41i | $775,643,000 | SEC |
| 2018 Q1 | 41,797,260 | 4.89 | Add 3.79% | 0.18 | $15.85–18.62 · VW $16.85i | $689,320,000 | SEC |
| 2017 Q4 | 40,271,580 | 4.80 | Add 0.46% | 0.02 | $12.67–17.58 · VW $15.02i | $645,795,000 | SEC |
| 2017 Q3 | 40,087,815 | 4.63 | Add 29.39% | 1.05 | $11.30–14.73 · VW $13.37i | $575,581,000 | SEC |
| 2017 Q2 | 30,981,675 | 3.95 | Add 35.73% | 1.04 | $14.38–18.01 · VW $16.12i | $451,795,000 | SEC |
| 2017 Q1 | 22,826,715 | 3.82 | Add 8.57% | 0.30 | $16.90–18.93 · VW $17.94i | $410,637,000 | SEC |
| 2016 Q4 | 21,025,170 | 4.29 | Add 8.01% | 0.32 | $16.67–19.10 · VW $18.02i | $390,241,000 | SEC |
| 2016 Q3 | 19,465,320 | 4.33 | Add 3.20% | 0.13 | $17.79–19.52 · VW $18.78i | $363,495,000 | SEC |
| 2016 Q2 | 18,861,075 | 4.32 | Add 11.50% | 0.45 | $16.53–18.52 · VW $17.65i | $340,882,000 | SEC |
| 2016 Q1 | 16,915,005 | 4.24 | Add 11.79% | 0.45 | $15.01–18.51 · VW $17.08i | $308,597,000 | SEC |
| 2015 Q4 | 15,130,875 | 3.95 | Add 10.17% | 0.36 | $16.41–18.53 · VW $17.49i | $255,631,000 | SEC |
| 2015 Q3 | 13,734,495 | 4.19 | Add 3.01% | 0.12 | $15.07–17.21 · VW $16.14i | $228,662,000 | SEC |
| 2015 Q2 | 13,332,705 | 3.89 | Reduce 2.17% | 0.08 | $14.14–15.59 · VW $14.82i | $200,862,000 | SEC |
| 2015 Q1 | 13,628,760 | 3.83 | Add 4.53% | 0.17 | $11.93–14.67 · VW $13.30i | $196,472,000 | SEC |
| 2014 Q4 | 13,037,535 | 3.45 | Reduce 2.10% | 0.06 | $9.75–13.12 · VW $11.85i | $167,419,000 | SEC |
| 2014 Q3 | 13,317,810 | 3.00 | Buy | 3.00 | $9.70–10.58 · VW $10.15i | $133,498,000 | SEC |
Price snapshot:
Current price$87.28
52-week low$82.71
52-week high$108.72