SEC 13F Intelligence

Meritage Portfolio Management / ORLY

Meritage Portfolio Management’s Oreilly Automotive Inc Position

Does Meritage Portfolio Management own Oreilly Automotive Inc (ORLY)? Yes146.0K shares worth $13M (+0.88% of its 13F portfolio) as of Q4 2025, up from 77.1K shares the prior filed quarter.

Position Value
$13M
Q4 2025
Shares
146.0K
% of Portfolio
+0.88%
Quarters Held
19
currently held

Position History ORLY

Reported value by quarter
Q4 ’18: $7MQ4 ’18Q1 ’19: $8MQ2 ’19: $8MQ3 ’19: $9MQ3 ’19Q4 ’19: $10MQ1 ’20: $6MQ4 ’22: $6MQ4 ’22Q1 ’23: $6MQ2 ’23: $7MQ3 ’23: $6MQ3 ’23Q4 ’23: $7MQ1 ’24: $8MQ2 ’24: $8MQ2 ’24Q3 ’24: $8MQ4 ’24: $8MQ1 ’25: $10MQ1 ’25Q2 ’25: $9MQ3 ’25: $8MQ4 ’25: $13MQ4 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q4 2025146.0K$13M+0.88%
Q3 202577.1K$8M+0.55%
Q2 202596.3K$9M+0.55%
Q1 20256.8K$10M+0.64%
Q4 20246.9K$8M+0.51%
Q3 20247.1K$8M+0.50%
Q2 20247.1K$8M+0.48%
Q1 20247.3K$8M+0.52%
Q4 20237.5K$7M+0.47%
Q3 20237.1K$6M+0.48%
Q2 20237.1K$7M+0.48%
Q1 20237.5K$6M+0.47%
Q4 20227.6K$6M+0.50%
Q1 202021.4K$6M+0.88%
Q4 201922.4K$10M+0.86%
Q3 201922.4K$9M+0.85%
Q2 201921.5K$8M+0.81%
Q1 201921.2K$8M+0.83%
Q4 201821.4K$7M+0.84%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Meritage Portfolio Management’s full portfolio or all institutional holders of ORLY.