FIRST MANHATTAN CO. LLC.

Position in AZO — Autozone Inc

CIK 728083 NEW YORK, NY

Back to AZO Full portfolio

Position in AZO

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$837,786,881

-$46,566,589 QoQ

Shares Held

262,141

+0.1% QoQ

Ownership

1.61%

of shares outstanding

% of Portfolio

2.20%

of 13F equity value

Holder Rank

#11

of 1,260 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 1% Shared 99% None 0%

Common Shares in AZO Over Time

Shares Held

Position Value (USD)

Position in Auto Parts

Consumer Cyclical · as of Jun 30, 2026

FIRST MANHATTAN CO. LLC. holds $1,050,890,455 across 4 Auto Parts names. AZO ranks #1 (79.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AZO	Autozone Inc This page	262,141	$837,786,881
2	ORLY	O Reilly Automotive Inc	2,213,280	$203,820,955
3	ALV	Autoliv Inc	77,714	$9,028,035
4	MBLY	Mobileye Global Inc.	26,300	$254,584

All Filings in AZO

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$837,786,881	262,141	+0.1%	Shares	Sole	2026-08-14
2026-03-31	$884,353,470	261,815	+0.2%	Shares	Sole	2026-05-15
2025-12-31	$886,246,431	261,314	+2.7%	Shares	Sole	2026-02-17
2025-09-30	$1,092,076,352	254,549	-0.7%	Shares	Sole	2025-11-14
2025-06-30	$951,667,282	256,360	-0.0%	Shares	Sole	2025-08-14
2025-03-31	$977,638,732	256,411	-0.7%	Shares	Sole	2025-05-15
2024-12-31	$827,153,448	258,324	-0.2%	Shares	Sole	2025-02-14
2024-09-30	$815,696,557	258,948	+0.0%	Shares	Sole	2024-11-14
2024-06-30	$767,230,633	258,841	+1.0%	Shares	Sole	2024-08-15
2024-03-31	$807,547,253	256,230	-0.1%	Shares	Sole	2024-05-15
2023-12-31	$663,221,918	256,505	-0.4%	Shares	Sole	2024-02-13
2023-09-30	$654,176,964	257,551	+2.7%	Shares	Sole	2023-11-14
2023-06-30	$625,299,806	250,786	+1.0%	Shares	Sole	2023-08-14
2023-03-31	$610,444,655	248,335	-0.6%	Shares	Sole	2023-05-15
2022-12-31	$615,851,978	249,719	-3.4%	Shares	Sole	2023-02-14
2022-09-30	$553,903,072	258,600	-1.6%	Shares	Sole	2022-11-14
2022-06-30	$564,760,823	262,787	-2.2%	Shares	Sole	2022-08-15
2022-03-31	$549,118,984	268,573	-1.1%	Shares	Sole	2022-05-16
2021-12-31	$569,486,412	271,651	+0.1%	Shares	Sole	2022-02-14
2021-09-30	$460,802,224	271,381	+1.4%	Shares	Sole	2021-11-15
2021-06-30	$399,467,294	267,700	+5.3%	Shares	Sole	2021-08-16
2021-03-31	$356,893,014	254,143	+6.0%	Shares	Sole	2021-05-14
2020-12-31	$284,242,408	239,778	+5.4%	Shares	Sole	2021-02-16
2020-09-30	$267,993,179	227,568	+26.3%	Shares	Sole	2020-11-12
2020-06-30	$203,198,102	180,121	-0.8%	Shares	Sole	2020-08-14
2020-03-31	$153,627,678	181,593	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.