Beaton Management Co. Inc. ORLY — O REILLY AUTOMOTIVE INC NEW COM

Ownership history in Beaton Management Co. Inc.  ·  34 quarters on record

AI Ownership Summary

Beaton Management Co. Inc. reported O REILLY AUTOMOTIVE INC NEW COM (ORLY) in 34 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.99% in 2025 Q1. The latest visible filing shows ORLY at 2.39% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ORLY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Beaton Management Co. Inc.'s position in O REILLY AUTOMOTIVE INC NEW COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

ORLY was reported at 2.39% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.99% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ORLY stock page Beaton Management Co. Inc. fund profile Beaton Management Co. Inc. full holdings
How Beaton Management Co. Inc. held ORLY — position size vs. price
% of Fund (quarterly)    ORLY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED — — — 59,420 — 0% 2.39% $5.4M 2026-02-14 (Est.) $96.66
2025 Q3 REDUCED — — — 59,420 -1,000 -1.7% 2.91% $6.4M 2025-11-12 $98.09
2025 Q2 ADDED — — — 60,420 +56,392 +1400.0% 2.66% $5.4M 2025-08-12 $101.89
2025 Q1 UNCHANGED — — — 4,028 — 0% 2.99% $5.8M 2025-04-25 $89.80
2024 Q4 UNCHANGED — — — 4,028 — 0% 2.41% $4.8M 2025-01-31 $86.29
2024 Q3 UNCHANGED — — — 4,028 — 0% 2.35% $4.6M 2024-11-06 $82.28
2024 Q2 UNCHANGED — — — 4,028 — 0% 2.29% $4.3M 2024-08-13 $74.31
2024 Q1 UNCHANGED — — — 4,028 — 0% 2.48% $4.5M 2024-05-10 $67.96
2023 Q4 UNCHANGED — — — 4,028 — 0% 2.29% $3.8M 2024-02-09 $68.39
25 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding ORLY

As of 2026 Q1 — sorted by position size

Clio Asset Management LLC 15.32% HARVEY INVESTMENT CO LLC 3Y 7Y 9.6% Simmons Bank 3Y 7Y 9.58% Shelter Rock Management, LLC 7.86% Walker Asset Management, LLC 3Y 7.34% McBroom & Associates, LLC 3Y 5.76% WOODSTOCK CORP 3Y 7Y 4.57% Overbrook Management Corp 3Y 7Y 3.77% L. Roy Papp & Associates, LLP 3Y 7Y 3.54% GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 3Y 7Y 2.89%

FAQ About Beaton Management Co. Inc. and ORLY

These are the practical questions this page is built to answer before you even open the full history table.

How long has Beaton Management Co. Inc. reported owning ORLY?

Beaton Management Co. Inc. reported ORLY across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported ORLY position in Beaton Management Co. Inc.'s portfolio?

The largest reported portfolio weight for ORLY was 2.99% in 2025 Q1.

What is the latest reported ORLY position on this page?

The most recent filing on this page is 2025 Q4, when Beaton Management Co. Inc. reported 59,420 shares, equal to 2.39% of portfolio, with an estimated market value of $5.4M.

What does the chart on this ORLY ownership page compare?

The chart compares Beaton Management Co. Inc.'s quarterly ORLY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Beaton Management Co. Inc. time their ORLY position?

Based on 13F filing dates vs. subsequent ORLY price moves, Beaton Management Co. Inc. correctly timed 2 out of 7 reported position changes (29%). The annualised alpha on ORLY relative to SPY over the holding period was +10.6%.

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