Jefferies Group's ORLY Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 42,847 shares of O'Reilly Automotive, Inc. (ORLY) worth $3.91 M, representing 0.02% of the portfolio. First purchased in 2017-Q4, this medium-term investment has been held for 13 quarters.
Based on 13F filings, Jefferies Group has maintained a strategic position in ORLY, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2023, adding 135,480 shares. Largest reduction occurred in Q2 2023, reducing 138,240 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's O'Reilly Automotive (ORLY) Holding Value Over Time
Track share changes against reported price movement
Quarterly O'Reilly Automotive (ORLY) Trades by Jefferies Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2017 | +31,455 | New Buy | 31,455 | $16.02 |
| Q1 2018 | -31,455 | Sold Out | 0 | $0.00 |
| Q4 2022 | +25,260 | New Buy | 25,260 | $56.27 |
| Q1 2023 | +135,480 | Add 536.34% | 160,740 | $56.60 |
| Q2 2023 | -138,240 | Reduce 86.00% | 22,500 | $63.69 |
| Q3 2023 | -22,500 | Sold Out | 0 | $0.00 |
| Q4 2023 | +15,000 | New Buy | 15,000 | $63.34 |
| Q1 2024 | -8,805 | Reduce 58.70% | 6,195 | $75.26 |
| Q2 2024 | +330 | Add 5.33% | 6,525 | $70.40 |
| Q3 2024 | +40,290 | Add 617.47% | 46,815 | $76.77 |
| Q4 2024 | -31,440 | Reduce 67.16% | 15,375 | $79.05 |
| Q1 2025 | -15,375 | Sold Out | 0 | $0.00 |
| Q4 2025 | +42,847 | New Buy | 42,847 | $91.21 |
Jefferies Group's O'Reilly Automotive Investment FAQs
Jefferies Group first purchased O'Reilly Automotive, Inc. (ORLY) in Q4 2017, acquiring 31,455 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held O'Reilly Automotive, Inc. (ORLY) for 13 quarters since Q4 2017.
Jefferies Group's largest addition to O'Reilly Automotive, Inc. (ORLY) was in Q1 2023, adding 160,740 shares worth $9.1 M.
According to the latest 13F filing for Q4 2025, Jefferies Group's firm, Jefferies Financial Group Inc., owns 42,847 shares of O'Reilly Automotive, Inc. (ORLY), valued at approximately $3.91 M.
As of the Q4 2025 filing, O'Reilly Automotive, Inc. (ORLY) represents approximately 0.02% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in O'Reilly Automotive, Inc. (ORLY) was 160,740 shares, as reported at the end of Q1 2023.