Millennium Management — ORLY Trade History
Quarter-by-quarter changes in the OREILLY AUTOMOTIVE INC position · CUSIP 67103H107
Currently held · >10 YearsFirst seen: 2016 Q3split-adjusted
| Quarter | Filed | Activity | Shares | Δ Shares | Δ % | Value | % Port. |
|---|---|---|---|---|---|---|---|
| 2026 Q2 | 2026-08-14 | Add | 3,276,646 | 833,702 | +34.1% | $301.7M | 0.11% |
| 2026 Q1 | 2026-05-15 | Add | 2,442,944 | 1,900,418 | +350.3% | $225.5M | 0.09% |
| 2025 Q4 | 2026-02-17 | Reduce | 542,526 | -185,549 | -25.5% | $49.5M | 0.02% |
| 2025 Q3 | 2025-11-14 | Add | 728,075 | 94,264 | +14.9% | $78.5M | 0.03% |
| 2025 Q2 | 2025-08-14 | Add | 633,811 | 553,156 | +685.8% | $57.1M | 0.03% |
| 2025 Q1 | 2025-05-15 | Reduce | 80,655 | -1,047,840 | -92.9% | $7.7M | 0.00% |
| 2024 Q4 | 2025-02-14 | Add | 1,128,495 | 515,865 | +84.2% | $89.2M | 0.04% |
| 2024 Q3 | 2024-11-14 | Add | 612,630 | 502,455 | +456.1% | $47.0M | 0.02% |
| 2024 Q2 | 2024-08-14 | Reduce | 110,175 | -323,475 | -74.6% | $7.8M | 0.00% |
| 2024 Q1 | 2024-05-15 | Reduce | 433,650 | -706,065 | -62.0% | $32.6M | 0.01% |
| 2023 Q4 | 2024-02-14 | Reduce | 1,139,715 | -1,193,280 | -51.1% | $72.2M | 0.03% |
| 2023 Q3 | 2023-11-14 | Reduce | 2,332,995 | -451,575 | -16.2% | $141.4M | 0.07% |
| 2023 Q2 | 2023-08-14 | Add | 2,784,570 | 2,049,195 | +278.7% | $177.3M | 0.09% |
| 2023 Q1 | 2023-05-15 | Reduce | 735,375 | -447,480 | -37.8% | $41.6K | 0.02% |
| 2022 Q4 | 2023-02-14 | Reduce | 1,182,855 | -493,410 | -29.4% | $66.6K | 0.04% |
| 2022 Q3 | 2022-11-14 | Add | 1,676,265 | 1,464,255 | +690.7% | $78.6M | 0.05% |
| 2022 Q2 | 2022-08-15 | Reduce | 212,010 | -1,541,325 | -87.9% | $8.9M | 0.01% |
| 2022 Q1 | 2022-05-16 | Add | 1,753,335 | 236,685 | +15.6% | $80.1M | 0.04% |
| 2021 Q4 | 2022-02-14 | Reduce | 1,516,650 | -688,275 | -31.2% | $71.4M | 0.04% |
| 2021 Q3 | 2021-11-15 | Add | 2,204,925 | 902,010 | +69.2% | $89.8M | 0.05% |
| 2021 Q2 | 2021-08-16 | Reduce | 1,302,915 | -2,572,575 | -66.4% | $49.2M | 0.03% |
| 2021 Q1 | 2021-05-17 | Add | 3,875,490 | 2,736,060 | +240.1% | $131.1M | 0.09% |
| 2020 Q4 | 2021-02-16 | Add | 1,139,430 | 402,705 | +54.7% | $34.4M | 0.03% |
| 2020 Q3 | 2020-11-16 | Add | 736,725 | 572,715 | +349.2% | $22.6M | 0.03% |
| 2020 Q2 | 2020-08-14 | Reduce | 164,010 | -1,415,910 | -89.6% | $4.6M | 0.01% |
| 2020 Q1 | 2020-05-14 | Reduce | 1,579,920 | -129,255 | -7.6% | $31.7M | 0.07% |
| 2019 Q4 | 2020-02-14 | Reduce | 1,709,175 | -1,223,280 | -41.7% | $49.9M | 0.06% |
| 2019 Q3 | 2019-11-14 | Add | 2,932,455 | 2,889,780 | +6771.6% | $77.9M | 0.12% |
| 2019 Q2 | 2019-08-15 | Reduce | 42,675 | -431,265 | -91.0% | $1.1M | 0.00% |
| 2019 Q1 | 2019-05-14 | Reduce | 473,940 | -4,907,850 | -91.2% | $12.3M | 0.02% |
| 2018 Q4 | 2019-02-15 | Add | 5,381,790 | 1,131,420 | +26.6% | $123.5M | 0.19% |
| 2018 Q3 | 2018-11-14 | Add | 4,250,370 | 3,461,895 | +439.1% | $98.4M | 0.12% |
| 2018 Q2 | 2018-08-14 | Add | 788,475 | 112,635 | +16.7% | $14.4M | 0.02% |
| 2018 Q1 | 2018-05-15 | Reduce | 675,840 | -2,284,335 | -77.2% | $11.1M | 0.01% |
| 2017 Q4 | 2018-02-14 | Add | 2,960,175 | 2,373,360 | +404.4% | $47.5M | 0.07% |
| 2017 Q3 | 2017-11-14 | Add | 586,815 | 421,710 | +255.4% | $8.4M | 0.01% |
| 2017 Q2 | 2017-08-14 | Reduce | 165,105 | -165,540 | -50.1% | $2.4M | 0.00% |
| 2017 Q1 | 2017-05-15 | Reduce | 330,645 | -421,605 | -56.0% | $5.9M | 0.01% |
| 2016 Q4 | 2017-02-14 | Reduce | 752,250 | -236,715 | -23.9% | $14.0M | 0.03% |
| 2016 Q3 | 2016-11-14 | New | 988,965 | 988,965 | — | $18.5M | 0.03% |
Share counts are split-adjusted. Time held counts consecutive quarters ending with the latest filing; more than ten years shows as ">10 Years".
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.