SEC 13F Intelligence

Rheos Capital Works Inc. / ORLY

Rheos Capital Works Inc.’s Oreilly Automotive Inc Position

Does Rheos Capital Works Inc. own Oreilly Automotive Inc (ORLY)? Not currently — the last reported position was 15.3K shares worth $18M in Q3 2024; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$18M
Q3 2024
Shares
15.3K
% of Portfolio
+0.92%
Quarters Held
9
position exited

Position History ORLY

Reported value by quarter
Q3 ’22: $16MQ3 ’22Q4 ’22: $20MQ1 ’23: $20MQ1 ’23Q2 ’23: $23MQ3 ’23: $22MQ3 ’23Q4 ’23: $18MQ1 ’24: $17MQ1 ’24Q2 ’24: $16MQ3 ’24: $18MQ3 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q3 202415.3K$18M+0.92%
Q2 202415.3K$16M+0.85%
Q1 202415.3K$17M+0.83%
Q4 202319.1K$18M+1.00%
Q3 202323.9K$22M+1.31%
Q2 202323.9K$23M+1.23%
Q1 202323.9K$20M+1.13%
Q4 202223.9K$20M+1.21%
Q3 202222.2K$16M+1.05%

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