CCLA Investment Management ORLY — O'Reilly Automative

Ownership history in CCLA Investment Management  ·  8 quarters on record

AI Ownership Summary

CCLA Investment Management reported O'Reilly Automative (ORLY) in 8 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 2.22% in 2025 Q3. The latest visible filing shows ORLY at 1.70% 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.

What this ORLY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CCLA Investment Management's position in O'Reilly Automative, 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 1.70% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.22% in 2025 Q3

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

Time in book
Holding Window
2024 Q1 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 CCLA Investment Management fund profile CCLA Investment Management full holdings
How CCLA Investment Management 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 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 10.0% +1.2% ❌ 1,160,562 -128,951 -10.0% 1.70% $105.8M 2026-02-14 (Est.) $96.66
2025 Q3 ADDED — — — 1,289,513 +25,597 +2.0% 2.22% $139.0M 2025-10-14 $103.05
2025 Q2 ADDED — — — 1,263,916 +1,179,826 +1403.1% 0.09% $113.9M 2025-08-01 $99.12
2025 Q1 REDUCED 27.5% -5.6% ✅ 84,090 -31,953 -27.5% 2.13% $120.4M 2025-05-09 $90.62
2024 Q4 REDUCED — — — 116,043 -4,950 -4.1% 2.18% $137.6M 2025-01-14 $80.29
2024 Q3 UNCHANGED — — — 120,993 — 0% 1.97% $127.8M 2024-11-07 $80.97
2024 Q2 ADDED — — — 120,993 +36,962 +44.0% 1.97% $127.8M 2024-08-12 $74.74
2024 Q1 INITIATED — — — 84,031 — — 1.47% $95.5M 2024-05-10 $67.96

🏢 Other funds also holding ORLY

As of 2026 Q1 — sorted by position size

WealthCare Asset Management, LLC 20.79% Clio Asset Management LLC 15.32% Missouri Trust & Investment Co 3Y 11.38% Long Road Investment Counsel, LLC 3Y 7Y 10.98% RIHO Partners, LLC 10.21% Horrell Capital Management, Inc. 3Y 7Y 9.88% HARVEY INVESTMENT CO LLC 3Y 7Y 9.6% Simmons Bank 3Y 7Y 9.58% Pelham Capital Ltd. 3Y 7Y 9.39% Rockbridge Asset Management LLC 9.04%

FAQ About CCLA Investment Management and ORLY

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

How long has CCLA Investment Management reported owning ORLY?

CCLA Investment Management reported ORLY across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported ORLY position in CCLA Investment Management's portfolio?

The largest reported portfolio weight for ORLY was 2.22% in 2025 Q3.

What is the latest reported ORLY position on this page?

The most recent filing on this page is 2025 Q4, when CCLA Investment Management reported 1,160,562 shares, equal to 1.70% of portfolio, with an estimated market value of $105.8M.

What does the chart on this ORLY ownership page compare?

The chart compares CCLA Investment Management'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 CCLA Investment Management time their ORLY position?

Based on 13F filing dates vs. subsequent ORLY price moves, CCLA Investment Management correctly timed 3 out of 6 reported position changes (50%). The annualised alpha on ORLY relative to SPY over the holding period was +3.6%.

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