David Rolfe - Wedgewood Partners
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    22
Portfolio value:    $484,285,577
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 178,397 3.40 Reduce 5.47% 0.18 $86.77–102.11 · VW $94.12i $16,467,827 SEC
2025   Q4 188,726 3.21 Reduce 1.53% 0.06 $90.18–107.96 · VW $97.10i $17,213,698 SEC
2025   Q3 191,668 3.77 Add 3.49% 0.13 $88.91–108.72 · VW $101.33i $20,663,727 SEC
2025   Q2 185,210 3.64 Reduce 1.95% 0.07 $86.79–97.22 · VW $91.64i $18,774,738 SEC
2025   Q1 188,895 3.36 Add 48.78% 1.10 $78.83–96.67 · VW $89.11i $16,694,918 SEC
2024   Q4 126,960 1.98 Reduce 4.06% 0.08 $75.93–85.60 · VW $80.03i $10,036,611 SEC
2024   Q3 132,330 1.98 Reduce 0.73% 0.01 $67.24–77.65 · VW $74.49i $10,928,517 SEC
2024   Q2 133,305 2.03 Reduce 2.32% 0.04 $63.17–76.62 · VW $68.12i $9,962,949 SEC
2024   Q1 136,470 1.84 Reduce 1.94% 0.04 $60.97–77.94 · VW $70.33i $9,192,437 SEC
2023   Q4 139,170 2.03 Reduce 1.84% 0.04 $57.34–67.06 · VW $63.00i $9,642,254 SEC
2023   Q3 141,780 2.06 Buy 2.06 $60.35–65.05 · VW $62.32i $8,590,545 SEC
Price snapshot:
Current price$87.28
Avg. buy price$70.99
+/- since buy22.95%
52-week low$82.71
52-week high$108.72