TimesSquare Capital Management released its “U.S. Focus Growth Strategy” third-quarter 2025 investor letter, with a 4.00% return (gross) and 3.78% return (net) compared to the Russell Midcap Growth Index’s 2.78%. O’Reilly Automotive, Inc. (NASDAQ: ORLY) was highlighted as a top pick, with a one-month return of -5.47% and shares gaining 11.25% over the last 52 weeks.

In the third quarter 2025 investor letter, TimesSquare Capital U.S. Focus Growth Strategy praised O’Reilly Automotive, Inc. (NASDAQ: ORLY) for its strong second quarter performance and raised full-year sales and earnings outlook. The company, specializing in aftermarket auto parts and accessories, saw a 20% surge in the quarter.

O’Reilly Automotive, Inc. (NASDAQ: ORLY) is not among the 30 Most Popular Stocks Among Hedge Funds, with 75 hedge fund portfolios holding the stock at the end of the third quarter. While recognizing its potential, some believe certain AI stocks offer greater upside potential and less downside risk.

Read more at Yahoo Finance: Positive Momentum Lifted O’Reilly Automotive (ORLY) in Q3