Francois Rochon - Giverny Capital
Holding/activity history for O'Reilly Automotive (ORLY)
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Reported Price |
| 2020 Q1 | 0 | 0 | Sell 100.00% | 1.10 | |
| 2019 Q4 | 27,638 | 1.10 | Reduce 0.98% | 0.01 | $438.27 |
| 2019 Q3 | 27,911 | 1.11 | Add 2.25% | 0.02 | $398.52 |
| 2019 Q2 | 27,297 | 1.02 | Reduce 5.25% | 0.06 | $369.31 |
| 2019 Q1 | 28,811 | 1.28 | Reduce 42.55% | 0.95 | $388.29 |
| 2018 Q4 | 50,152 | 2.28 | Reduce 1.91% | 0.04 | $344.33 |
| 2018 Q3 | 51,127 | 2.01 | Reduce 46.45% | 1.74 | $347.31 |
| 2018 Q2 | 95,478 | 3.40 | Add 1.77% | 0.06 | $273.57 |
| 2018 Q1 | 93,822 | 3.11 | Add 1.10% | 0.03 | $247.38 |
| 2017 Q4 | 92,798 | 3.06 | $240.54 |