GENEVA CAPITAL MANAGEMENT LLC

Position in ORLY — O Reilly Automotive Inc

CIK 1009232 MILWAUKEE, WI

Position in ORLY

as of Mar 31, 2026 · filed May 6, 2026 Compact

Position Value

$38,087,013

-$1,574,195 QoQ

Shares Held

412,599

-5.1% QoQ

Ownership

0.050%

of shares outstanding

% of Portfolio

0.82%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 80.84120417160487.ToString("F0")% Shared 0.ToString("F0")% None 19.158795828395125.ToString("F0")%

Consumer Cyclical · as of Mar 31, 2026

GENEVA CAPITAL MANAGEMENT LLC holds $96,983,205 across 2 Auto Parts names. ORLY ranks #2 (39.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	DORM	Dorman Products, Inc.	564,356	$58,896,192
2	ORLY	O Reilly Automotive Inc This page	412,599	$38,087,013

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$38,087,013	412,599	-5.1%	Shares	Sole	2026-05-06
2025-12-31	$39,661,208	434,834	-1.7%	Shares	Sole	2026-02-12
2025-09-30	$47,686,841	442,323	-4.9%	Shares	Sole	2025-11-13
2025-06-30	$41,912,432	465,022	+1387.0%	Shares	Sole	2025-08-05
2025-03-31	$2,986,736	31,273	-13.0%	Shares	Sole	2025-05-09
2024-12-31	$2,842,914	35,962	-10.7%	Shares	Sole	2025-02-06
2024-09-30	$3,093,272	40,291	-9.2%	Shares	Sole	2024-11-05
2024-06-30	$3,122,768	44,355	-7.6%	Shares	Sole	2024-08-14
2024-03-31	$3,610,986	47,981	-0.0%	Shares	Sole	2024-05-03
2023-12-31	$3,039,876	47,994	-3.5%	Shares	Sole	2024-02-07
2023-09-30	$3,012,568	49,720	-0.7%	Shares	Sole	2023-11-13
2023-06-30	$3,187,582	50,051	-9.9%	Shares	Sole	2023-08-01
2023-03-31	$3,142,812	55,528	-1.2%	Shares	Sole	2023-05-15
2022-12-31	$3,163,818	56,227	-14.6%	Shares	Sole	2023-02-07
2022-09-30	$3,086,065	65,815	-2.3%	Shares	Sole	2022-11-02
2022-06-30	$2,837,021	67,360	-1.7%	Shares	Sole	2022-08-02
2022-03-31	$3,129,536	68,534	-4.8%	Shares	Sole	2022-05-02
2021-12-31	$3,391,127	72,026	-3.4%	Shares	Sole	2022-02-02
2021-09-30	$3,038,798	74,595	-5.4%	Shares	Sole	2021-11-08
2021-06-30	$2,977,846	78,889	-4.8%	Shares	Sole	2021-08-11
2021-03-31	$2,802,930	82,886	-5.2%	Shares	Sole	2021-05-03
2020-12-31	$2,636,638	87,389	-11.0%	Shares	Sole	2021-02-02
2020-09-30	$3,016,787	98,143	+0.6%	Shares	Sole	2020-11-12
2020-06-30	$2,742,032	97,542	-2.2%	Shares	Sole	2020-08-13
2020-03-31	$2,001,640	99,733	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.