Francois Rochon - Giverny Capital
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    51
Portfolio value:    $2,731,351,278
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% 1.10 $16.77–29.79 · VW $23.93i SEC
2019   Q4 414,570 1.10 Reduce 0.98% 0.01 $25.58–30.29 · VW $28.91i $12,113,000 SEC
2019   Q3 418,665 1.11 Add 2.25% 0.02 $23.99–27.28 · VW $25.73i $11,123,000 SEC
2019   Q2 409,455 1.02 Reduce 5.25% 0.07 $23.31–27.64 · VW $25.11i $10,081,000 SEC
2019   Q1 432,165 1.28 Reduce 42.55% 0.97 $21.99–26.29 · VW $24.23i $11,187,000 SEC
2018   Q4 752,280 2.28 Reduce 1.91% 0.04 $20.94–24.21 · VW $22.48i $17,269,000 SEC
2018   Q3 766,905 2.13 Reduce 46.45% 1.70 $18.06–23.44 · VW $21.25i $17,757,000 SEC
2018   Q2 1,432,170 3.67 Add 1.77% 0.06 $14.51–19.36 · VW $17.41i $26,120,000 SEC
2018   Q1 1,407,330 3.38 Add 1.10% 0.04 $15.85–18.62 · VW $16.85i $23,210,000 SEC
2017   Q4 1,391,970 3.33 Reduce 0.51% 0.02 $12.67–17.58 · VW $15.02i $22,322,000 SEC
2017   Q3 1,399,140 3.21 Add 3.79% 0.12 $11.30–14.73 · VW $13.37i $20,089,000 SEC
2017   Q2 1,348,080 3.49 Add 5.05% 0.17 $14.38–18.01 · VW $16.12i $19,659,000 SEC
2017   Q1 1,283,280 4.25 Add 7.01% 0.28 $16.90–18.93 · VW $17.94i $23,085,000 SEC
2016   Q4 1,199,250 4.18 Reduce 0.69% 0.04 $16.67–19.10 · VW $18.02i $22,259,000 SEC
2016   Q3 1,207,530 6.25 Add 1.18% 0.07 $17.79–19.52 · VW $18.78i $22,549,000 SEC
2016   Q2 1,193,400 6.28 Add 1.67% 0.10 $16.53–18.52 · VW $17.65i $21,569,000 SEC
2016   Q1 1,173,750 6.37 Reduce 0.30% 0.02 $15.01–18.51 · VW $17.08i $21,414,000 SEC
2015   Q4 1,177,260 5.76 Reduce 1.11% 0.06 $16.41–18.53 · VW $17.49i $19,889,000 SEC
2015   Q3 1,190,430 5.82 Add 0.65% 0.04 $15.07–17.21 · VW $16.14i $19,819,000 SEC
2015   Q2 1,182,750 5.06 Reduce 2.41% 0.11 $14.14–15.59 · VW $14.82i $17,819,000 SEC
2015   Q1 1,212,015 4.43 $14.42 $17,473,000 SEC
Price snapshot:
Current price$87.28
52-week low$82.71
52-week high$108.72