4
ORLY
OREILLY AUTOMOTIVE INC · Consumer Discretionary
Consensus score 4/100 · #94 this quarter · tier-weighted across tracked managers
↓DivergingPrice action since filingas of 2026-07-09
vs 50-day avg
-5.6%
21-day momentum
-5.8%
recent volume
1.36×
13F filings lag ~45 days; this is current price/volume action on top — a technical read, not a prediction.
S4· DecliningStage Analysis · Weinstein
vs 30-wk avg
-8.1%
30-wk MA slope
-1.4%
rel. strength
-13.2
52-wk range
9%
Declining — below a falling 30-week trend, lagging the market. Weinstein says avoid. Based on the 30-week (150-day) moving average + slope, Mansfield relative strength vs SPY, and volume. Technical read, not advice.
Holders
4
tracked managers
New this Q
0
opened a position
Avg weight
5.5%
of their portfolios
Combined value
$734M
held, at quarter-end
Who’s holding it Q1 2026, by position size
| Manager | Position size | Value | Change |
|---|---|---|---|
| Marshfield Associates Concentrated | 6.5% | $324M | TRIM |
| Broad Run Investment Mgmt Concentrated | 6.2% | $35M | TRIM |
| Akre Capital Quality compounder | 5.9% | $359M | TRIM |
| Wedgewood Partners Quality growth | 3.4% | $16M | TRIM |
Position size = share of that manager’s reported long US-equity portfolio. The consensus score weights each holder by quality tier, position size, and whether they were buying or trimming — then discounts very crowded names. It measures agreement among these managers, not expected return.