What smart money is saying about O'Reilly Automotive
ORLY
No fund has written a full thesis on O'Reilly Automotive in our archive, but 2 fund letters report a position in it — most recently Ave Maria Funds in June 2026.
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2
Reported positions
0
Bought
0
Sold
5
Letters
Position history
Between Q1 2026 and Q2 2026, 2 fund letters reported a position in O'Reilly Automotive, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 0 | 0 | 0 |
| Q1 2026 | 1 | 0 | 0 | 0 |
Fund activity · 2 positions
- HoldsAve Maria FundsJune 2026
Listed in Ave Maria Funds’s reported holdings.
O'Reilly Automotive - March 2026
“Our preferences in the Consumer-oriented sectors lean toward value-oriented or specialty retailers, franchise models, premium brands, or support services for other consumer companies. O’Reilly Automotive Inc., a specialty retailer of aftermarket automotive parts and accessories, edged forward 1%.”
O'Reilly Automotive
Also mentioned · 3
These funds discuss O'Reilly Automotive — as a competitor, benchmark or comparable — without disclosing a position in it.
- June 2026
“For AutoZone, the company is currently undergoing a large-scale investment project that has inhibited near-term earnings growth. As I have written before, auto parts distribution is an availability game— whoever can deliver the part in the least amount of time typically wins the business. Both AutoZone and O’Reilly have consequently continued to invest in their distribution capabilities while finding ways to efficiently stock more parts in more stores.”
O'Reilly Automotive - MentionedTimesSquare U.S. Mid Cap GrowthJune 2026
“O’Reilly Automotive Inc. is a specialty retailer of aftermarket auto parts and accessories.”
O'Reilly Automotive - MentionedRothschild & Co LongRun EquityJune 2026
“Connectors typically account for a very small share of a system's total cost, often well below 1%, yet their failure is simply not an option. A failed connector can ground an aircraft, halt a production line or take down an AI data centre. Attentive readers will recognise the pattern from our Cadence and O'Reilly case studies: products that are mission critical yet represent only a small fraction of customers' overall spending tend to enjoy strong pricing power.”
O'Reilly Automotive
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