Ownership history in Carmignac Gestion · 12 quarters on record
This page tracks every 13F SEC filing in which Carmignac Gestion 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 316,540 | -319,800 | -50.3% | 0.51% | $34.1M | $107.81 |
| 2025 Q2 | ADDED | 636,340 | +587,704 | +1208.4% | 0.88% | $57.4M | $90.13 |
| 2025 Q1 | REDUCED | 48,636 | -18,800 | -27.9% | 1.14% | $69.7M | $95.51 |
| 2024 Q4 | ADDED | 67,436 | +26,050 | +62.9% | 1.27% | $80.0M | $79.05 |
| 2024 Q3 | ADDED | 41,386 | +22,100 | +114.6% | 0.80% | $47.7M | $76.77 |
| 2024 Q2 | REDUCED | 19,286 | -42,446 | -68.8% | 0.35% | $20.4M | $70.40 |
| 2023 Q2 | ADDED | 61,732 | +1,300 | +2.2% | 1.02% | $59.0M | $63.69 |
| 2023 Q1 | REDUCED | 60,432 | -88,255 | -59.4% | 0.85% | $51.3M | $56.60 |
| 2022 Q4 | REDUCED | 148,687 | -43,274 | -22.5% | 2.27% | $125.5M | $56.27 |
| 2022 Q3 | REDUCED | 191,961 | -110,592 | -36.6% | 2.90% | $135.0M | $46.89 |
As of 2025 Q4 — sorted by position size