David Rolfe's ORLY Position Overview
David Rolfe (via Wedgewood Partners INC) currently holds 188,726 shares of O'Reilly Automotive, Inc. (ORLY) worth $17.21 M, representing 3.21% of the portfolio. First purchased in 2023-Q3, this medium-term investment has been held for 10 quarters.
Based on 13F filings, David Rolfe has maintained a strategic position in ORLY, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2025, adding 61,935 shares. Largest reduction occurred in Q4 2024, reducing 5,370 shares.
Analysis based on 13F filings available since 2013 Q2
David Rolfe's O'Reilly Automotive (ORLY) Holding Value Over Time
Track share changes against reported price movement
Quarterly O'Reilly Automotive (ORLY) Trades by David Rolfe
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -2,942 | Reduce 1.53% | 188,726 | $91.21 |
| Q3 2025 | +6,458 | Add 3.49% | 191,668 | $107.81 |
| Q2 2025 | -3,685 | Reduce 1.95% | 185,210 | $101.37 |
| Q1 2025 | +61,935 | Add 48.78% | 188,895 | $88.38 |
| Q4 2024 | -5,370 | Reduce 4.06% | 126,960 | $79.05 |
| Q3 2024 | -975 | Reduce 0.73% | 132,330 | $82.59 |
| Q2 2024 | -3,165 | Reduce 2.32% | 133,305 | $74.74 |
| Q1 2024 | -2,700 | Reduce 1.94% | 136,470 | $67.36 |
| Q4 2023 | -2,610 | Reduce 1.84% | 139,170 | $69.28 |
| Q3 2023 | +141,780 | New Buy | 141,780 | $60.59 |
David Rolfe's O'Reilly Automotive Investment FAQs
David Rolfe first purchased O'Reilly Automotive, Inc. (ORLY) in Q3 2023, acquiring 141,780 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
David Rolfe has held O'Reilly Automotive, Inc. (ORLY) for 10 quarters since Q3 2023.
David Rolfe's largest addition to O'Reilly Automotive, Inc. (ORLY) was in Q3 2023, adding 141,780 shares worth $8.59 M.
According to the latest 13F filing for Q4 2025, David Rolfe's firm, Wedgewood Partners INC, owns 188,726 shares of O'Reilly Automotive, Inc. (ORLY), valued at approximately $17.21 M.
As of the Q4 2025 filing, O'Reilly Automotive, Inc. (ORLY) represents approximately 3.21% of David Rolfe's publicly disclosed stock portfolio, making it one of their key holdings.
David Rolfe's peak holding in O'Reilly Automotive, Inc. (ORLY) was 191,668 shares, as reported at the end of Q3 2025.