David Abrams - Abrams Capital Management,
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    11
Portfolio value:    $4,638,238,227
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
2020   Q1 0 0.00 Sell 100.00% 7.07 SEC
2019   Q4 519,476 7.07 Reduce 2.70% 0.16 $438.26 $227,666,000 SEC
2019   Q3 533,886 5.96 $398.51 $212,759,000 SEC
2019   Q2 533,886 5.36 Reduce 28.64% 2.34 $369.32 $197,175,000 SEC
2019   Q1 748,124 8.16 Reduce 13.01% 1.59 $388.30 $290,497,000 SEC
2018   Q4 859,981 12.24 Reduce 2.63% 0.21 $344.33 $296,117,000 SEC
2018   Q3 883,194 8.11 $347.32 $306,751,000 SEC
2018   Q2 883,194 6.72 $273.57 $241,615,000 SEC
2018   Q1 883,194 6.85 $247.38 $218,485,000 SEC
2017   Q4 883,194 7.15 Add 3.42% 0.24 $240.54 $212,443,000 SEC
2017   Q3 854,000 7.18 Buy 7.18 $215.37 $183,926,000 SEC