What smart money is saying about O'Reilly Automotive, Inc.
1 fund in our archive has pitched O'Reilly Automotive, Inc., most recently Hennessy Focus Fund in September 2026.
O'Reilly Automotive, Inc., along with its subsidiary companies, functions as a leading retail and wholesale provider of automotive aftermarket products, specialized tools, supplies, and accessories across the United States. The company's comprehensive inventory includes both new and reconditioned vehicle hard parts and essential maintenance items. This expansive selection covers critical components such as alternators, batteries, brake system parts, belts, chassis and driveline components, engine parts, fuel pumps, hoses, starters, temperature control systems, and water pumps. Additionally, they supply consumables like antifreeze, appearance products, engine additives, filters, various fluids, lighting solutions, oil, and wiper blades. Their accessory range features items like floor mats, seat covers, and specific truck enhancements. Beyond just parts, O'Reilly's outlets also stock auto body paint and related materials, a wide array of automotive tools, and specialized equipment catering to professional service providers. Customers can also benefit from a suite of value-added services and programs offered in-store. These include recycling initiatives for used oil, oil filters, and batteries; complimentary installation services for batteries, wiper blades, and light bulbs; comprehensive diagnostic testing for batteries, electrical systems, and vehicle modules; retrieval of check engine light codes; a convenient loaner tool program; resurfacing services for brake drums and rotors; custom hydraulic hose fabrication; and professional-grade paint shop mixing with associated materials. O'Reilly's stores serve a diverse clientele, providing an extensive product assortment for both individual do-it-yourself (DIY) mechanics and professional auto repair facilities, covering domestic and imported automobiles, vans, and trucks. As of December 31, 2021, the company maintained a significant retail presence, operating 5,759 stores throughout the United States and an additional 25 locations in Mexico. Established in 1957, O'Reilly Automotive, Inc. is headquartered in Springfield, Missouri.
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Position history
Between Q1 2025 and Q3 2026, 8 fund letters reported a position in O'Reilly Automotive, Inc., with 1 sell (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 1 | 1 |
| Q2 2026 | 1 | 0 | 0 | 0 |
| Q1 2026 | 1 | 0 | 0 | 0 |
| Q4 2025 | 1 | 0 | 0 | 0 |
| Q3 2025 | 1 | 0 | 0 | 0 |
| Q1 2025 | 2 | 0 | 0 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 8 positions · 1 move
- HoldsHennessy Focus FundSeptember 2026
“To capture the AI buildout, we are focused on the “picks and shovels” physical infrastructure providers, such as Applied Materials and Brookfield, that supply the critical hardware, chips, data centers, and power necessary to energize this transformation. The other side of our barbell is reserved for fundamentally insulated businesses, like O’Reilly Automotive, which possess strong economic moats based on acyclical, everyday physical demand. We believe this disciplined concentration will reward Fund shareholders over time.”
O'Reilly Automotive, Inc. - TrimmedAve Maria Funds Multi-FundSeptember 2026
“During the quarter, the Fund exited its investment in Rambus and reduced existing positions in Entegris, Inc., BE Semiconductor Industries N.V., Lowe’s Companies, Inc., Mastercard, Inc., O’Reilly Automotive, Inc., S&P Global, Inc., Texas Instruments, Inc., Shift4 Payments, Inc. and APi Group Corporation.”
O'Reilly Automotive, Inc. - HoldsAve Maria FundsJune 2026
Listed in Ave Maria Funds’s reported holdings.
O'Reilly Automotive, Inc. - 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, Inc. - December 2025
“O’Reilly Automotive shares declined due to a slowdown in the do-it-yourself market.”
O'Reilly Automotive, Inc. - September 2025
“O’Reilly Automotive Inc., a specialty retailer of aftermarket auto parts and accessories, surged ahead by 20%.”
O'Reilly Automotive, Inc. - March 2025
“O’Reilly Automotive, an aftermarket auto parts retailer, helped performance as the company posted steady results and benefited from its exposure to nondiscretionary consumer spending.”
O'Reilly Automotive, Inc. - March 2025
“In the first quarter, top contributors to return included O’Reilly Automotive, Inc., HEICO Corporation, Roper Technologies, Inc., Mastercard, Incorporated and Expand Energy Corporation.”
O'Reilly Automotive, Inc.
Also mentioned · 4
These funds discuss O'Reilly Automotive, Inc. 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, Inc. - MentionedTimesSquare U.S. Mid Cap GrowthJune 2026
“O’Reilly Automotive Inc. is a specialty retailer of aftermarket auto parts and accessories.”
O'Reilly Automotive, Inc. - 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, Inc. - MentionedClearbridge Large Cap Value StrategySeptember 2025
“On a relative basis, stock selection and sector allocation were additive to outperformance. Stock selection in the IT, utilities and health care sectors along with a consumer staples underweight supported outperformance, while stock selection in the communication services, financials, real estate and industrials sectors detracted. On an individual stock basis, the top relative contributors were Sempra, Broadcom, Intel, O’Reilly Automotive and Taiwan Semiconductor Manufacturing.”
O'Reilly Automotive, Inc.
Fund coverage · 1 thesis
- Hennessy Focus FundSeptember 2026
O'Reilly Automotive is a fundamentally insulated, moat-protected aftermarket parts supplier poised to gain share as consumers keep aging vehicles longer.
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