SEC 13F Intelligence

Speece Thorson Capital Group Inc / ORLY

Speece Thorson Capital Group Inc’s Oreilly Automotive Inc Position

Does Speece Thorson Capital Group Inc own Oreilly Automotive Inc (ORLY)? Yes — 127.0K shares worth $12M (+2.67% of its 13F portfolio) as of Q1 2026, down from 148.2K shares the prior filed quarter.

Position Value
$12M
Q1 2026
Shares
127.0K
% of Portfolio
+2.67%
Quarters Held
29
currently held

Position History ORLY

Reported value by quarter
Q1 ’19: $12MQ1 ’19Q2 ’19: $11MQ3 ’19: $12MQ4 ’19: $13MQ1 ’20: $11MQ1 ’20Q2 ’20: $14MQ3 ’20: $13MQ4 ’20: $13MQ1 ’21: $17MQ1 ’21Q2 ’21: $19MQ3 ’21: $18MQ4 ’21: $18MQ1 ’22: $13MQ1 ’22Q2 ’22: $15MQ3 ’22: $17MQ4 ’22: $18MQ1 ’23: $18MQ1 ’23Q2 ’23: $17MQ3 ’23: $17MQ4 ’23: $17MQ1 ’24: $15MQ1 ’24Q2 ’24: $14MQ3 ’24: $15MQ4 ’24: $15MQ1 ’25: $15MQ1 ’25Q2 ’25: $14MQ3 ’25: $17MQ4 ’25: $14MQ1 ’26: $12MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026127.0K$12M+2.67%
Q4 2025148.2K$14M+2.93%
Q3 2025156.2K$17M+3.36%
Q2 2025157.9K$14M+2.90%
Q1 202510.3K$15M+3.05%
Q4 202412.9K$15M+3.03%
Q3 202413.0K$15M+2.77%
Q2 202413.1K$14M+2.82%
Q1 202413.3K$15M+2.90%
Q4 202318.3K$17M+3.56%
Q3 202318.2K$17M+3.64%
Q2 202318.2K$17M+3.56%
Q1 202321.2K$18M+3.80%
Q4 202221.5K$18M+3.89%
Q3 202224.6K$17M+3.95%
Q2 202223.8K$15M+3.55%
Q1 202219.6K$13M+2.88%
Q4 202125.8K$18M+3.48%
Q3 202129.2K$18M+3.74%
Q2 202132.7K$19M+3.86%
Q1 202132.8K$17M+3.51%
Q4 202028.5K$13M+3.06%
Q3 202028.9K$13M+3.53%
Q2 202032.0K$14M+3.90%
Q1 202037.7K$11M+3.91%
Q4 201929.2K$13M+3.32%
Q3 201929.5K$12M+3.14%
Q2 201930.2K$11M+2.97%
Q1 201930.3K$12M+3.24%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Speece Thorson Capital Group Inc’s full portfolio or all institutional holders of ORLY.