Sector: consumerauto
Conviction from: NASDAQS&P
O'Reilly Automotive is a retailer and distributor of automotive aftermarket parts, tools, and accessories, serving both do-it-yourself customers and professional repair shops.
3 tracked filer(s) hold this · 0 opened, 0 added, 3 trimmed in 31-MAR-2026
Aggregate 13FScore 63 — mean of 3 scored holder(s). Higher = the smart money in this name has the better track record.
| Filer | 13FScore | This quarter | Shares | Value | % of their book |
|---|
| Chuck Akre / Akre Capital | 43 | Trimmed -42% | 3,885,813 | $358,699,398 | 5.8% |
| David Rolfe / Wedgewood | 90 | Trimmed -5% | 178,397 | $16,467,827 | 3.4% |
| Bridgewater | 55 | Trimmed -19% | 68,353 | $6,309,665 | 0.0% |
Beyond 13F — activists, insiders, politicians & research
4 disclosed trade(s) by 2 filer(s).
11 disclosed trade(s) by 1 filer(s).
| Trade date | Who | Type | Amount | |
|---|
| 2026-07-01 | Trump, Donald J President | SELL | $1,001 - $15,000 | PTR |
| 2026-07-01 | Trump, Donald J President | BUY | $50,001 - $100,000 | PTR |
| 2026-07-01 | Trump, Donald J President | BUY | $500,001 - $1,000,000 | PTR |
| 2026-07-01 | Trump, Donald J President | BUY | $15,001 - $50,000 | PTR |
| 2026-07-01 | Trump, Donald J President | BUY | $1,001 - $15,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $1,001 - $15,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $1,001 - $15,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $15,001 - $50,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $15,004 - $50,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $15,001 - $50,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $250,004 - $500,000 | PTR |
| Report | Date | Stance |
|---|
| #83 — Market Memo: Tariff-ied | 2025-02-03 | SHORT |