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

Group 1 - TimesSquare Capital Management's "U.S. Focus Growth Strategy" reported a gross return of 4.00% and a net return of 3.78% in Q3 2025, outperforming the Russell Midcap Growth Index's return of 2.78% [1] - All major asset classes posted positive returns in Q3 2025, except for fixed income assets outside the US [1] - O'Reilly Automotive, Inc. (NASDAQ:ORLY) was highlighted as a key stock, with a one-month return of -5.47% and a 52-week gain of 11.25% [2] Group 2 - O'Reilly Automotive, Inc. reported a strong second quarter with growth in same-store sales, driven by both professional mechanics and DIY customers, leading to a 20% surge in stock price [3] - The company raised its full-year outlook for sales, same-store comparisons, and earnings, while maintaining margin projections to account for potential tariff impacts [3] - O'Reilly Automotive, Inc. had a market capitalization of $79.62 billion, with shares closing at $94.11 on December 12, 2025 [2] Group 3 - O'Reilly Automotive, Inc. was held by 75 hedge fund portfolios at the end of Q3 2025, an increase from 62 in the previous quarter [4] - Despite the potential of O'Reilly Automotive, certain AI stocks are considered to offer greater upside potential and less downside risk [4]