Positive Momentum Lifted O’Reilly Automotive (ORLY) in Q3

2 days ago 4

Soumya Eswaran

Mon, December 15, 2025 astatine 7:24 AM CST 2 min read

TimesSquare Capital Management, an equity concern absorption company, released its “U.S. Focus Growth Strategy” third-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. In the 3rd quarter, each the large plus classes posted affirmative returns but fixed income assets extracurricular the US. The strategy returned 4.00% (gross) and 3.78% (net) compared to a 2.78% instrumentality for the Russell Midcap Growth Index. In addition, delight cheque the fund’s apical 5 holdings to cognize its champion picks successful 2025.

In its third-quarter 2025 capitalist letter, TimesSquare Capital U.S. Focus Growth Strategy highlighted stocks specified arsenic O’Reilly Automotive, Inc. (NASDAQ:ORLY). O’Reilly Automotive, Inc. (NASDAQ:ORLY) is simply a retailer and supplier of automotive aftermarket parts, tools, supplies, equipment, and accessories. The one-month instrumentality for O’Reilly Automotive, Inc. (NASDAQ:ORLY) was -5.47%, and its shares gained 11.25% implicit the past 52 weeks. On December 12, 2025, O’Reilly Automotive, Inc. (NASDAQ:ORLY) banal closed astatine $94.11 per share, with a marketplace capitalization of $79.62 billion.

TimesSquare Capital U.S. Focus Growth Strategy stated the pursuing regarding O’Reilly Automotive, Inc. (NASDAQ:ORLY) successful its 3rd 4th 2025 capitalist letter:

"Our preferences successful the Consumer-oriented sectors thin toward value-oriented oregon specialty retailers, franchise models, premium brands, oregon enactment services for different user companies. O’Reilly Automotive, Inc. (NASDAQ:ORLY), a specialty retailer of aftermarket car parts and accessories, surged up by 20%. The institution reported a beardown 2nd 4th with maturation successful aforesaid store income driven by affirmative momentum successful some do-it-for-me nonrecreational mechanic and DIY. Management raised its full-year outlook for sales, aforesaid store comparisons, and earnings. Margin projections were maintained to relationship for the imaginable interaction of tariffs."

Jim Cramer On O’Reilly Automotive (ORLY): "Buy the One That's Not Going to Stock Split"

O’Reilly Automotive, Inc. (NASDAQ:ORLY) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. As per our database, 75 hedge money portfolios held O’Reilly Automotive, Inc. (NASDAQ:ORLY) astatine the extremity of the 3rd quarter, which was 62 successful the erstwhile quarter. While we admit the imaginable of O’Reilly Automotive, Inc. (NASDAQ:ORLY) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.