Fortune 45 LLC ORLY — OREILLY AUTOMOTIVE INC

Ownership history in Fortune 45 LLC  ·  9 quarters on record

AI Ownership Summary

Fortune 45 LLC reported OREILLY AUTOMOTIVE INC (ORLY) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.51% in 2026 Q1. The latest visible filing shows ORLY at 0.51% 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 Fortune 45 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
2026 Q1

ORLY was reported at 0.51% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.51% in 2026 Q1

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 2026 Q1

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 Fortune 45 LLC fund profile Fortune 45 LLC full holdings
How Fortune 45 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 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 11,258 +396 +3.6% 0.51% $1.0M 2026-04-28 $91.57
2025 Q4 ADDED — — — 10,862 +2,913 +36.6% 0.47% $981K 2026-02-17 $92.60
2025 Q3 ADDED — — — 7,949 +1,264 +18.9% 0.43% $855K 2025-11-13 $98.35
2025 Q2 ADDED — — — 6,685 +6,294 +1609.7% 0.35% $603K 2025-08-04 $101.37
2025 Q1 ADDED — — — 391 +81 +26.1% 0.37% $560K 2025-05-15 $91.34
2024 Q4 ADDED — — — 310 +101 +48.3% 0.24% $368K 2025-02-13 $89.05
2024 Q3 ADDED — — — 209 +4 +2.0% 0.17% $241K 2024-11-14 $81.63
2024 Q2 REDUCED — — — 205 -2 -1.0% 0.17% $216K 2024-07-30 $76.06
2024 Q1 INITIATED — — — 207 — — 0.19% $233K 2024-04-18 $73.40

🏢 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% Long Road Investment Counsel, LLC 3Y 7Y 10.98% Horrell Capital Management, Inc. 3Y 7Y 9.88% HARVEY INVESTMENT CO LLC 3Y 7Y 9.6% Simmons Bank 3Y 7Y 9.58% Shelter Rock Management, LLC 7.86% Walker Asset Management, LLC 3Y 7.34% ACCOUNT MANAGEMENT LLC 3Y 7Y 5.83% McBroom & Associates, LLC 3Y 5.76%

FAQ About Fortune 45 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 Fortune 45 LLC reported owning ORLY?

Fortune 45 LLC reported ORLY across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported ORLY position in Fortune 45 LLC's portfolio?

The largest reported portfolio weight for ORLY was 0.51% in 2026 Q1.

What is the latest reported ORLY position on this page?

The most recent filing on this page is 2026 Q1, when Fortune 45 LLC reported 11,258 shares, equal to 0.51% of portfolio, with an estimated market value of $1.0M.

What does the chart on this ORLY ownership page compare?

The chart compares Fortune 45 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 Fortune 45 LLC time their ORLY position?

Based on 13F filing dates vs. subsequent ORLY price moves, Fortune 45 LLC correctly timed 4 out of 8 reported position changes (50%). The annualised alpha on ORLY relative to SPY over the holding period was -3.6%.

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