Dan Polen - Polen Capital Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    221
Portfolio value:    $14,456,164,077
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
2022   Q2 0 0.00 Sell 100.00% <0.01 SEC
2022   Q1 1,035 <0.01 $685.02 $709,000 SEC
2021   Q4 1,035 <0.01 $706.28 $731,000 SEC
2021   Q3 1,035 <0.01 Buy <0.01 $610.63 $632,000 SEC
2020   Q2 0 0.00 Sell 100.00% <0.01 SEC
2020   Q1 3,311 <0.01 Reduce 99.86% 4.01 $301.12 $997,000 SEC
2019   Q4 2,328,629 4.02 Add 3.14% 0.12 $438.26 $1,020,545,000 SEC
2019   Q3 2,257,782 4.14 Add 4.32% 0.17 $398.51 $899,749,000 SEC
2019   Q2 2,164,369 3.88 Reduce 15.59% 0.81 $369.32 $799,345,000 SEC
2019   Q1 2,564,017 5.20 Reduce 11.03% 0.71 $388.30 $995,608,000 SEC
2018   Q4 2,881,956 6.47 Add 2.04% 0.13 $344.33 $992,344,000 SEC
2018   Q3 2,824,418 5.58 Reduce 0.38% 0.02 $347.32 $980,977,000 SEC
2018   Q2 2,835,262 4.98 Add 1.75% 0.09 $273.57 $775,643,000 SEC
2018   Q1 2,786,484 4.89 Add 3.79% 0.18 $247.38 $689,320,000 SEC
2017   Q4 2,684,772 4.80 Add 0.46% 0.02 $240.54 $645,795,000 SEC
2017   Q3 2,672,521 4.63 Add 29.39% 1.05 $215.37 $575,581,000 SEC
2017   Q2 2,065,445 3.95 Add 35.73% 1.04 $218.74 $451,795,000 SEC
2017   Q1 1,521,781 3.82 Add 8.57% 0.30 $269.84 $410,637,000 SEC
2016   Q4 1,401,678 4.29 Add 8.01% 0.32 $278.41 $390,241,000 SEC
2016   Q3 1,297,688 4.33 Add 3.20% 0.13 $280.11 $363,495,000 SEC
2016   Q2 1,257,405 4.32 Add 11.50% 0.45 $271.10 $340,882,000 SEC
2016   Q1 1,127,667 4.24 Add 11.79% 0.45 $273.66 $308,597,000 SEC
2015   Q4 1,008,725 3.95 Add 10.17% 0.36 $253.42 $255,631,000 SEC
2015   Q3 915,633 4.19 Add 3.01% 0.12 $249.73 $228,662,000 SEC
2015   Q2 888,847 3.89 Reduce 2.17% 0.08 $225.98 $200,862,000 SEC
2015   Q1 908,584 3.83 Add 4.53% 0.17 $216.24 $196,472,000 SEC
2014   Q4 869,169 3.45 Reduce 2.10% 0.06 $192.62 $167,419,000 SEC
2014   Q3 887,854 3.00 Buy 3.00 $150.36 $133,498,000 SEC