O'Reilly Automotive, Inc.
MX ˙ BMV ˙ US67103H1077
SecurityMX:ORLY / O'Reilly Automotive, Inc.
InstitutionOpal Wealth Advisors, LLC
Latest Disclosed Ownership244 shares
Latest Disclosed Value $ 22,524
Opal Wealth Advisors, LLC ownership in ORLY / O'Reilly Automotive, Inc.

On April 14, 2026 - Opal Wealth Advisors, LLC filed a 13F-HR form disclosing ownership of 244 shares of O'Reilly Automotive, Inc. (MX:ORLY) valued at $22,524 USD as of March 31, 2026. The entity filed a previous 13F-HR on October 24, 2025 disclosing 0 shares of O'Reilly Automotive, Inc..

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date
Effective
Date
Form Security Class ID Avg Price
Paid (Est)
Reported
Shares
ΔShares ΔShares
(%)
Reported
Value
(x1000)
ΔValue
(%)
Alloc
(%)
ΔAlloc ΔAlloc (%) Cost Basis
(x1000)
Unrealized
Gain/Loss
(x1000)
2026-04-14 2026-03-31 13F OREILLY AUTOMOTIVE COM 67103H107 244 244 23 0.0051
2025-10-24 2025-09-30 13F OREILLY AUTOMOTIVE COM 67103H107 0 -750 -100.00 0 -100.00
2025-07-14 2025-06-30 13F OREILLY AUTOMOTIVE COM 67103H107 750 581 343.79 68 -72.31 0.0187
2025-04-16 2025-03-31 13F OREILLY AUTOMOTIVE COM 67103H107 169 -2 -1.17 242 19.80 0.0746
2025-01-29 2024-12-31 13F OREILLY AUTOMOTIVE COM 67103H107 171 171 203 0.0609
2024-10-15 2024-09-30 13F OREILLY AUTOMOTIVE COM 67103H107 0 -306 -100.00 0 -100.00
2024-07-12 2024-06-30 13F OREILLY AUTOMOTIVE COM 67103H107 306 43 16.35 323 9.12 0.1038
2024-04-11 2024-03-31 13F OREILLY AUTOMOTIVE COM 67103H107 263 263 297 0.1007
2022-08-10 2022-06-30 13F OREILLY AUTOMOTIVE COM 67103H107 0 -304 -100.00 0 -100.00
2022-05-09 2022-03-31 13F OREILLY AUTOMOTIVE COM 67103H107 304 3 1.00 208 -2.35 0.1810
2022-01-31 2021-12-31 13F OREILLY AUTOMOTIVE COM 67103H107 301 301 213 0.1347
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.