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OREILLY AUTOMOTIVE INC (ORLY) — Hedge Fund Ownership Q4 2025

ORLY
Q4 2025Q3 2025Q2 2025Q1 2025
  • OREILLY AUTOMOTIVE INC (ORLY) is held by 3 of 82 tracked hedge funds, with Akre Capital Management (7%) and Wedgewood Partners (3%) holding the largest stakes, indicating limited hedge fund interest relative to peers.
  • The biggest decreases in ORLY holdings came from Akre Capital Management (-22%) and Torray Investment Partners (-5%), suggesting profit-taking or de-risking.
  • 1 hedge fund exited ORLY.
  • Overall, hedge funds decreased exposure to OREILLY AUTOMOTIVE INC (ORLY) by -22% vs the prior quarter and +667% vs prior year.
# Fund % of Portfolio † Shares † Shares vs Prior Quarter † Shares vs Prior Year † Aggregate Value † Reported Price * Option
1
Akre Capital Management
Chuck Akre
6.72% 6.7M -21.98% +650.58% $612.9M $91.21
2
Wedgewood Partners
David Rolfe
3.21% 189K -1.53% +2129.75% $17.2M $91.21
3
Torray Investment Partners
Robert Torray
0.82% 63K -5.12% +1131.50% $5.7M $91.21
Maverick Capital
Lee Ainslie
EXITED
3 Total 7.0M -21.61% +667.06% $635.9M
* Reported price is not an actual purchase or sale price. It is the price as of the last portfolio date.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.