Steven Romick - First Pacific Advisors,
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    83
Portfolio value:    $6,998,758,247
Holdings Activity Buys Sells    History
Holding/activity history for  O'Reilly Automotive (ORLY)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 8,355 0.01 Buy 0.01 $92.31 $771,250 SEC
2022   Q4 0 0.00 Sell 100.00% 0.01 SEC
2022   Q3 848 0.01 $702.83 $596,000 SEC
2022   Q2 848 0.01 $632.08 $536,000 SEC
2022   Q1 848 0.01 $685.14 $581,000 SEC
2021   Q4 848 0.01 $706.37 $599,000 SEC
2021   Q3 848 0.01 $610.85 $518,000 SEC
2021   Q2 848 0.01 $566.04 $480,000 SEC
2021   Q1 848 0.01 $507.08 $430,000 SEC
2020   Q4 848 <0.01 Reduce 86.08% 0.03 $452.83 $384,000 SEC
2020   Q3 6,090 0.04 $461.08 $2,808,000 SEC
2020   Q2 6,090 0.03 Reduce 1.62% <0.01 $421.67 $2,568,000 SEC
2020   Q1 6,190 0.03 Reduce 15.52% <0.01 $300.97 $1,863,000 SEC
2019   Q4 7,327 0.03 Reduce 8.41% <0.01 $438.24 $3,211,000 SEC
2019   Q3 8,000 0.03 $398.50 $3,188,000 SEC
2019   Q2 8,000 0.03 Reduce 13.98% <0.01 $369.38 $2,955,000 SEC
2019   Q1 9,300 0.03 Reduce 10.58% <0.01 $388.28 $3,611,000 SEC
2018   Q4 10,400 0.03 Reduce 26.50% 0.01 $344.33 $3,581,000 SEC
2018   Q3 14,150 0.04 Reduce 0.14% $347.35 $4,915,000 SEC
2018   Q2 14,170 0.03 Reduce 11.55% <0.01 $273.54 $3,876,000 SEC
2018   Q1 16,020 0.03 $247.38 $3,963,000 SEC
2017   Q4 16,020 0.03 Add 0.13% $240.51 $3,853,000 SEC
2017   Q3 16,000 0.03 Buy 0.03 $215.38 $3,446,000 SEC
2015   Q4 0 0.00 Sell 100.00% 0.92 SEC
2015   Q3 412,100 0.92 Reduce 29.62% 0.33 $250.00 $103,025,000 SEC
2015   Q2 585,500 1.10 $225.98 $132,311,000 SEC
2015   Q1 585,500 1.07 Reduce 2.20% 0.02 $216.24 $126,609,000 SEC
2014   Q4 598,700 0.93 Reduce 0.03% <0.01 $192.62 $115,322,000 SEC
2014   Q3 598,900 0.77 $150.36 $90,051,000 SEC
2014   Q2 598,900 0.76 $150.60 $90,194,000 SEC
2014   Q1 598,900 0.80 Reduce 3.12% 0.02 $148.39 $88,871,000 SEC
2013   Q4 618,200 0.77 Reduce 22.88% 0.25 $128.71 $79,568,000 SEC
2013   Q3 801,600 1.09 Reduce 0.14% <0.01 $127.59 $102,276,000 SEC
2013   Q2 802,700 1.00 Reduce 0.67% <0.01 $112.62 $90,400,000 SEC
2013   Q1 808,100 0.93 Add 0.42% <0.01 $102.55 $82,871,000 SEC
2012   Q4 804,700 0.90 Reduce 0.46% <0.01 $89.42 $71,956,000 SEC
2012   Q3 808,400 0.86 $83.62 $67,598,000 SEC
2012   Q2 808,400 0.89 Reduce 10.53% 0.12 $83.77 $67,719,000 SEC
2012   Q1 903,500 1.18 Reduce 7.72% 0.09 $91.35 $82,534,000 SEC
2011   Q4 979,100 1.21 Reduce 5.82% 0.07 $79.95 $78,279,000 SEC
2011   Q3 1,039,600 1.26 Reduce 4.47% 0.05 $66.63 $69,268,000 SEC
2011   Q2 1,088,200 1.18 Reduce 0.58% <0.01 $65.51 $71,287,000 SEC
2011   Q1 1,094,500 1.42 Add 0.39% <0.01 $57.46 $62,890,000 SEC
2010   Q4 1,090,200 1.76 Buy 1.76 $60.42 $65,870,000 SEC