Joel Greenblatt - Gotham Asset Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    1749
Portfolio value:    $32,652,425,993
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 248,251 0.07 Add 66.84% 0.03 $86.77–102.11 · VW $94.12i $22,916,050 SEC
2025   Q4 148,796 0.05 Add 92.19% 0.02 $90.18–107.96 · VW $97.10i $13,571,683 SEC
2025   Q3 77,420 0.04 Add 54.26% 0.01 $88.91–108.72 · VW $101.33i $8,346,650 SEC
2025   Q2 50,189 0.03 Add 165.76% 0.02 $86.79–97.22 · VW $91.64i $4,523,535 SEC
2025   Q1 18,885 0.02 Add 197.64% 0.01 $78.83–96.67 · VW $89.11i $1,803,618 SEC
2024   Q4 6,345 <0.01 Add 18.16% <0.01 $75.93–85.60 · VW $80.03i $501,593 SEC
2024   Q3 5,370 <0.01 Reduce 33.46% <0.01 $67.24–77.65 · VW $74.49i $412,273 SEC
2024   Q2 8,070 <0.01 Add 88.11% <0.01 $63.17–76.62 · VW $68.12i $568,160 SEC
2024   Q1 4,290 <0.01 Reduce 63.43% <0.01 $60.97–77.94 · VW $70.33i $322,860 SEC
2023   Q4 11,730 0.01 Reduce 56.80% 0.02 $57.34–67.06 · VW $63.00i $742,963 SEC
2023   Q3 27,150 0.03 Reduce 68.51% 0.08 $60.35–65.05 · VW $62.32i $1,645,037 SEC
2023   Q2 86,220 0.12 Add 29.14% 0.03 $56.75–64.31 · VW $61.08i $5,491,064 SEC
2023   Q1 66,765 0.09 Reduce 19.16% 0.03 $51.15–58.26 · VW $54.80i $3,778,810 SEC
2022   Q4 82,590 0.13 Add 160.09% 0.08 $47.05–58.06 · VW $55.05i $4,647,229 SEC
2022   Q3 31,755 0.04 Reduce 59.58% 0.06 $41.66–50.06 · VW $46.65i $1,489,000 SEC
2022   Q2 78,555 0.11 Reduce 51.65% 0.12 $37.53–49.91 · VW $41.96i $3,309,000 SEC
2022   Q1 162,465 0.23 Add 67.92% 0.09 $41.39–47.25 · VW $44.34i $7,419,000 SEC
2021   Q4 96,750 0.15 Reduce 19.36% 0.04 $39.61–47.39 · VW $43.40i $4,555,000 SEC
2021   Q3 119,985 0.20 Add 1.83% <0.01 $37.76–41.96 · VW $40.07i $4,888,000 SEC
2021   Q2 117,825 0.19 Add 10.15% 0.02 $33.61–37.96 · VW $36.28i $4,448,000 SEC
2021   Q1 106,965 0.16 Reduce 45.80% 0.09 $28.27–34.15 · VW $30.75i $3,617,000 SEC
2020   Q4 197,370 0.20 Reduce 4.39% <0.01 $28.75–31.69 · VW $30.00i $5,955,000 SEC
2020   Q3 206,430 0.20 Add 827.36% 0.18 $27.53–32.53 · VW $30.80i $6,345,000 SEC
2020   Q2 22,260 0.02 Reduce 88.02% 0.09 $18.91–28.96 · VW $25.95i $626,000 SEC
2020   Q1 185,805 0.10 Add 642.63% 0.09 $16.77–29.79 · VW $23.93i $3,729,000 SEC
2019   Q4 25,020 0.01 Add 64.66% <0.01 $25.58–30.29 · VW $28.91i $731,000 SEC
2019   Q3 15,195 <0.01 Reduce 84.76% 0.03 $23.99–27.28 · VW $25.73i $404,000 SEC
2019   Q2 99,720 0.04 Reduce 62.11% 0.06 $23.31–27.64 · VW $25.11i $2,455,000 SEC
2019   Q1 263,160 0.10 Reduce 33.02% 0.05 $21.99–26.29 · VW $24.23i $6,812,000 SEC
2018   Q4 392,865 0.14 Reduce 14.37% 0.02 $20.94–24.21 · VW $22.48i $9,018,000 SEC
2018   Q3 458,775 0.15 Reduce 47.88% 0.11 $18.06–23.44 · VW $21.25i $10,623,000 SEC
2018   Q2 880,260 0.24 Reduce 3.89% <0.01 $14.51–19.36 · VW $17.41i $16,054,000 SEC
2018   Q1 915,915 0.21 Reduce 37.60% 0.13 $15.85–18.62 · VW $16.85i $15,105,000 SEC
2017   Q4 1,467,930 0.34 Add 10.31% 0.03 $12.67–17.58 · VW $15.02i $23,540,000 SEC
2017   Q3 1,330,740 0.28 Reduce 5.81% 0.02 $11.30–14.73 · VW $13.37i $19,107,000 SEC
2017   Q2 1,412,895 0.30 Add 1911.81% 0.28 $14.38–18.01 · VW $16.12i $20,604,000 SEC
2017   Q1 70,230 0.02 Buy 0.02 $16.90–18.93 · VW $17.94i $1,263,000 SEC
2016   Q4 0 0.00 Sell 100.00% 0.03 $16.67–19.10 · VW $18.02i SEC
2016   Q3 118,710 0.03 Buy 0.03 $17.79–19.52 · VW $18.78i $2,217,000 SEC
2016   Q1 0 0.00 Sell 100.00% 0.02 $15.01–18.51 · VW $17.08i SEC
2015   Q4 110,025 0.02 Buy 0.02 $16.41–18.53 · VW $17.49i $1,859,000 SEC
2014   Q4 0 0.00 Sell 100.00% 0.21 $9.75–13.12 · VW $11.85i SEC
2014   Q3 2,017,485 0.21 Add 937.48% 0.19 $9.70–10.58 · VW $10.15i $20,223,000 SEC
2014   Q2 194,460 0.03 Buy 0.03 $9.41–10.28 · VW $9.89i $1,952,000 SEC
2014   Q1 0 0.00 Sell 100.00% 0.02 $8.55–10.40 · VW $9.48i SEC
2013   Q4 103,305 0.02 Reduce 7.22% <0.01 $8.02–9.04 · VW $8.42i $886,000 SEC
2013   Q3 111,345 0.03 Reduce 66.68% 0.08 $7.51–8.56 · VW $8.24i $947,000 SEC
2013   Q2 334,125 0.11 Reduce 43.99% 0.10 $6.52–7.60 · VW $7.19i $2,509,000 SEC
2013   Q1 596,505 0.22 Reduce 21.08% 0.06 $5.80–7.01 · VW $6.50i $4,074,000 SEC
2012   Q4 755,880 0.28 Add 11.52% 0.03 $5.24–6.33 · VW $5.88i $4,506,000 SEC
2012   Q3 677,805 0.27 Add 20.84% 0.05 $5.34–6.47 · VW $5.73i $3,779,000 SEC
2012   Q2 560,910 0.25 Add 83.58% 0.11 $5.04–7.14 · VW $6.28i $3,132,000 SEC
2012   Q1 305,535 0.17 Add 167.63% 0.11 $5.18–6.12 · VW $5.70i $1,861,000 SEC
2011   Q4 114,165 0.08 Reduce 4.73% <0.01 $4.25–5.48 · VW $5.06i $608,000 SEC
2011   Q3 119,835 0.09 Reduce 15.06% 0.01 $3.75–4.80 · VW $4.23i $532,000 SEC
2011   Q2 141,075 0.09 Buy 0.09 $3.67–4.38 · VW $4.02i $616,000 SEC
Price snapshot:
Current price$87.28
Avg. buy price$92.84
+/- since buy-5.99%
52-week low$82.71
52-week high$108.72