ORLY — O REILLY AUTOMOTIVE INC

Ownership history in Caldwell Investment Management Ltd.  ·  2 quarters on record

This page tracks every 13F SEC filing in which Caldwell Investment Management Ltd. reported a position in O REILLY AUTOMOTIVE INC (ORLY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.7% (2025 Q2)
Avg. % of fund
0.67%
First filed
2025 Q2
Last filed
2025 Q3
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 9,000 — 0% 0.64% $968K $107.81
2025 Q2 INITIATED 9,000 — — 0.70% $810K $90.13
% of Fund (quarterly)    ORLY price (monthly, adj. close)

Other funds also holding ORLY

As of 2025 Q4 — sorted by position size

Clio Asset Management LLC 17.53% WealthCare Asset Management, LLC 10.52% Long Road Investment Counsel, LLC 3Y 7Y 10.18% Horrell Capital Management, Inc. 3Y 7Y 10.17% HARVEY INVESTMENT CO LLC 3Y 7Y 9.32% Obion Capital Management LP 7.73% AVENIR CORP 3Y 7Y 7.5% Walker Asset Management, LLC 3Y 7.21% Pelham Capital Ltd. 3Y 7Y 7.18% Broad Run Investment Management, LLC 3Y 7Y 6.75%
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