Here are the factors that O’Reilly Automotive (Orly) in Q1 canceled

Widding partnersAn investment management company has released its first quarter of 2025 Investor letter. Can be a copy of the letter Downloaded here. In the first quarter, the net return of Wedgewood Composite -6.3% was compared to the Standard & Poor’s -4.3%, the Russell 1000 Growth Index’s -10.0% and the Russell 1000 Value Index’s return of 2.1% for the same period. In addition, you can check the best 5 holdings of the fund to know its best choices in 2025.

In his first quarter of 2025 investor letter, Wedgewood partners emphasized shares such as O’Reilly Automotive, Inc. (Nasdaq: Orly). O’Reilly Automotive, Inc. (Nasdaq: Orly) is a retailer and supplier of Automotive Aftermarket components, tools, supplies, equipment and accessories. The return of O’Reilly Automotive, Inc. (Nasdaq: Orly) of one month was 1.81% and the shares won 24.62% of their value in the last 52 weeks. O’Reilly Automotive, Inc. (Nasdaq: Orly) Shares closed at $ 1,364.36 per share with a market capitalization of $ 78.097 billion.

Wedgewood Partners stated the following with regard to O’Reilly Automotive, Inc. (Nasdaq: Orly) in the investor letter of Q1 2025:

“O’Reilly Automotive, Inc. (Nasdaq: Orly) also contributed to portfolio performance during the quarter. The turnover in the same store of the company grew in the mid-single figures, but managed to surpass most large listed colleagues, powered by +7% growth in sales to professional customers. More recently, a major public competitor of O’Reilly announced that it left several important markets on the west coast. We estimate that O’Reilly has a considerable overlap in these markets and should be able to take advantage of this competitive vacancy. Moreover, the company continues to show an exceptional return on invested capital and more recently traded against relatively attractive ratings, which decides to add our position in the quarter. “

A technician who works on a car in a car shop and professionally replaces the aftermarket parts.

O’Reilly Automotive, Inc. (Nasdaq: Orly) is not on our list of 30 most popular shares among hedge funds. According to our database, 63 hedge funds portfolios O’Reilly Automotive, Inc. (Nasdaq: Orly) at the end of the fourth quarter compared to 41 in the third quarter. Although we the potential of O’Reilly Automotive, Inc. (Nasdaq: Orly) Recognizing as an investment, is our conviction in the belief that AI shares have a greater promise for supplying a higher efficiency and doing this within a shorter time frame. If you are looking for an AI share that is just as promising as Nvidia, but that acts with less than 5 times the income, view our report on the Cheapest AI stock.