Clarity Capital Partners LLC ORLY — OREILLY AUTOMOTIVE INC

Ownership history in Clarity Capital Partners LLC  ·  7 quarters on record

AI Ownership Summary

Clarity Capital Partners LLC reported OREILLY AUTOMOTIVE INC (ORLY) in 7 quarterly 13F filings from 2023 Q4 through 2025 Q2. Peak portfolio weight reached 0.31% in 2024 Q1. The latest visible filing shows ORLY at 0.19% 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 Clarity Capital Partners LLC's position in OREILLY AUTOMOTIVE INC, 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 Q2

ORLY was reported at 0.19% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.31% in 2024 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 Q2

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 Clarity Capital Partners LLC fund profile Clarity Capital Partners LLC full holdings
How Clarity Capital Partners LLC 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 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q2 ADDED — — — 6,000 +5,600 +1400.0% 0.19% $541K 2025-08-14 (Est.) $101.50
2025 Q1 REDUCED — — — 400 -8 -2.0% 0.23% $573K 2025-04-28 $91.34
2024 Q4 REDUCED — — — 408 -7 -1.7% 0.25% $484K 2025-01-29 $85.87
2024 Q3 REDUCED — — — 415 -4 -1.0% 0.28% $478K 2024-10-30 $77.48
2024 Q2 ADDED — — — 419 +3 +0.7% 0.27% $442K 2024-07-30 $76.06
2024 Q1 UNCHANGED — — — 416 — 0% 0.31% $470K 2024-05-03 $67.53
2023 Q4 INITIATED — — — 416 — — 0.28% $395K 2024-02-20 $69.04

🏢 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 Clarity Capital Partners LLC and ORLY

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

How long has Clarity Capital Partners LLC reported owning ORLY?

Clarity Capital Partners LLC reported ORLY across 7 quarterly 13F filings, from 2023 Q4 through 2025 Q2.

What was the largest reported ORLY position in Clarity Capital Partners LLC's portfolio?

The largest reported portfolio weight for ORLY was 0.31% in 2024 Q1.

What is the latest reported ORLY position on this page?

The most recent filing on this page is 2025 Q2, when Clarity Capital Partners LLC reported 6,000 shares, equal to 0.19% of portfolio, with an estimated market value of $541K.

What does the chart on this ORLY ownership page compare?

The chart compares Clarity Capital Partners LLC'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 Clarity Capital Partners LLC time their ORLY position?

Based on 13F filing dates vs. subsequent ORLY price moves, Clarity Capital Partners LLC correctly timed 1 out of 5 reported position changes (20%). The annualised alpha on ORLY relative to SPY over the holding period was +7.4%.

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