Chuck Akre's ORLY Position Overview
Chuck Akre (via Akre Capital Management LLC) currently holds 6.72 M shares of O'Reilly Automotive, Inc. (ORLY) worth $612.91 M, representing 6.72% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 51 quarters.
Based on 13F filings since 2013, Chuck Akre has maintained a long-term strategic position in ORLY, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2017, adding 10.51 M shares. Largest reduction occurred in Q4 2022, reducing 4.34 M shares.
Analysis based on 13F filings available since 2013 Q2
Chuck Akre's O'Reilly Automotive (ORLY) Holding Value Over Time
Track share changes against reported price movement
Quarterly O'Reilly Automotive (ORLY) Trades by Chuck Akre
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -1.89 M | Reduce 21.98% | 6.72 M | $91.21 |
| Q3 2025 | -798,286 | Reduce 8.48% | 8.61 M | $107.81 |
| Q2 2025 | -3.55 M | Reduce 27.38% | 9.41 M | $90.13 |
| Q1 2025 | -470,550 | Reduce 3.50% | 12.96 M | $95.51 |
| Q4 2024 | -356,775 | Reduce 2.59% | 13.43 M | $79.05 |
| Q3 2024 | -555,210 | Reduce 3.87% | 13.79 M | $76.77 |
| Q2 2024 | -485,025 | Reduce 3.27% | 14.34 M | $70.40 |
| Q1 2024 | -471,750 | Reduce 3.08% | 14.83 M | $75.26 |
| Q4 2023 | -534,135 | Reduce 3.37% | 15.3 M | $63.34 |
| Q3 2023 | -874,200 | Reduce 5.23% | 15.83 M | $60.59 |
| Q2 2023 | -1.03 M | Reduce 5.79% | 16.71 M | $63.69 |
| Q1 2023 | -1,725 | Reduce 0.01% | 17.73 M | $56.60 |
| Q4 2022 | -4.34 M | Reduce 19.66% | 17.73 M | $56.27 |
| Q3 2022 | -1.5 M | Reduce 6.36% | 22.07 M | $46.89 |
| Q2 2022 | -83,925 | Reduce 0.35% | 23.57 M | $42.12 |
| Q1 2022 | -32,100 | Reduce 0.14% | 23.66 M | $45.66 |
| Q4 2021 | +8,610 | Add 0.04% | 23.69 M | $47.08 |
| Q3 2021 | -42,105 | Reduce 0.18% | 23.68 M | $40.74 |
| Q2 2021 | -5,100 | Reduce 0.02% | 23.72 M | $37.75 |
| Q1 2021 | -3.87 M | Reduce 14.02% | 23.73 M | $33.82 |
| Q4 2020 | -11,460 | Reduce 0.04% | 27.6 M | $30.17 |
| Q3 2020 | -20,865 | Reduce 0.08% | 27.61 M | $30.74 |
| Q2 2020 | -16,125 | Reduce 0.06% | 27.63 M | $28.11 |
| Q1 2020 | -659,280 | Reduce 2.33% | 27.64 M | $20.07 |
| Q4 2019 | -2,220 | Reduce 0.01% | 28.3 M | $29.22 |
| Q3 2019 | -2,460 | Reduce 0.01% | 28.31 M | $26.57 |
| Q2 2019 | -1,455 | Reduce 0.01% | 28.31 M | $24.62 |
| Q1 2019 | +2,550 | Add 0.01% | 28.31 M | $25.89 |
| Q4 2018 | -2,130 | Reduce 0.01% | 28.31 M | $22.96 |
| Q3 2018 | -15,345 | Reduce 0.05% | 28.31 M | $23.15 |
| Q2 2018 | -79,935 | Reduce 0.28% | 28.32 M | $18.24 |
| Q1 2018 | -14,040 | Reduce 0.05% | 28.4 M | $16.49 |
| Q4 2017 | +14,535 | Add 0.05% | 28.42 M | $16.04 |
| Q3 2017 | +10.51 M | Add 58.72% | 28.4 M | $14.36 |
| Q2 2017 | +5.52 M | Add 44.61% | 17.9 M | $14.58 |
| Q1 2017 | +17,040 | Add 0.14% | 12.38 M | $17.99 |
| Q4 2016 | -41,625 | Reduce 0.34% | 12.36 M | $18.56 |
| Q3 2016 | +35,295 | Add 0.29% | 12.4 M | $18.67 |
| Q2 2016 | -51,990 | Reduce 0.42% | 12.36 M | $18.07 |
| Q1 2016 | -75 | Reduce 0.00% | 12.42 M | $18.24 |
| Q4 2015 | -435 | Reduce 0.00% | 12.42 M | $16.89 |
| Q3 2015 | -35,820 | Reduce 0.29% | 12.42 M | $16.67 |
| Q2 2015 | +298,560 | Add 2.46% | 12.45 M | $15.07 |
| Q1 2015 | -96,135 | Reduce 0.78% | 12.15 M | $14.42 |
| Q4 2014 | -13,650 | Reduce 0.11% | 12.25 M | $12.84 |
| Q3 2014 | -55,035 | Reduce 0.45% | 12.26 M | $10.02 |
| Q2 2014 | -9,225 | Reduce 0.07% | 12.32 M | $10.04 |
| Q1 2014 | +8,685 | Add 0.07% | 12.33 M | $9.89 |
| Q4 2013 | -3,525 | Reduce 0.03% | 12.32 M | $8.58 |
| Q3 2013 | +25,800 | Add 0.21% | 12.32 M | $8.51 |
| Q2 2013 | +12.3 M | New Buy | 12.3 M | $7.51 |
Chuck Akre's O'Reilly Automotive Investment FAQs
Chuck Akre first purchased O'Reilly Automotive, Inc. (ORLY) in Q2 2013, acquiring 12,297,270 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chuck Akre has held O'Reilly Automotive, Inc. (ORLY) for 51 quarters since Q2 2013.
Chuck Akre's largest addition to O'Reilly Automotive, Inc. (ORLY) was in Q2 2013, adding 12,297,270 shares worth $92.33 M.
According to the latest 13F filing for Q4 2025, Chuck Akre's firm, Akre Capital Management LLC, owns 6,719,819 shares of O'Reilly Automotive, Inc. (ORLY), valued at approximately $612.91 M.
As of the Q4 2025 filing, O'Reilly Automotive, Inc. (ORLY) represents approximately 6.72% of Chuck Akre's publicly disclosed stock portfolio, making it one of their key holdings.
Chuck Akre's peak holding in O'Reilly Automotive, Inc. (ORLY) was 28,418,925 shares, as reported at the end of Q4 2017.