David Abrams - Abrams Capital Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    11
Portfolio value:    $4,638,238,227
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
2020   Q1 0 0.00 Sell 100.00% 7.07 $16.77–29.79 · VW $23.93i SEC
2019   Q4 7,792,140 7.07 Reduce 2.70% 0.16 $25.58–30.29 · VW $28.91i $227,666,000 SEC
2019   Q3 8,008,290 5.96 $26.57 $212,759,000 SEC
2019   Q2 8,008,290 5.36 Reduce 28.64% 2.34 $23.31–27.64 · VW $25.11i $197,175,000 SEC
2019   Q1 11,221,860 8.16 Reduce 13.01% 1.59 $21.99–26.29 · VW $24.23i $290,497,000 SEC
2018   Q4 12,899,715 12.24 Reduce 2.63% 0.21 $20.94–24.21 · VW $22.48i $296,117,000 SEC
2018   Q3 13,247,910 8.11 $23.15 $306,751,000 SEC
2018   Q2 13,247,910 6.72 $18.24 $241,615,000 SEC
2018   Q1 13,247,910 6.85 $16.49 $218,485,000 SEC
2017   Q4 13,247,910 7.15 Add 3.42% 0.24 $12.67–17.58 · VW $15.02i $212,443,000 SEC
2017   Q3 12,810,000 7.18 Buy 7.18 $11.30–14.73 · VW $13.37i $183,926,000 SEC
Price snapshot:
Current price$87.28
52-week low$82.71
52-week high$108.72