GENEVA CAPITAL MANAGEMENT LLC

Position in ORLY — O Reilly Automotive Inc

CIK 1009232 MILWAUKEE, WI

Position in ORLY

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$35,381,437

-$2,705,576 QoQ

Shares Held

384,205

-6.9% QoQ

Ownership

0.047%

of shares outstanding

% of Portfolio

0.83%

of 13F equity value

Holder Rank

#196

of 1,651 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 80% Shared 0% None 20%

Consumer Cyclical · as of Jun 30, 2026

GENEVA CAPITAL MANAGEMENT LLC holds $96,396,281 across 2 Auto Parts names. ORLY ranks #2 (36.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	DORM	Dorman Products, Inc.	447,159	$61,014,844
2	ORLY	O Reilly Automotive Inc This page	384,205	$35,381,437

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$35,381,437	384,205	-6.9%	Shares	Sole	2026-08-06
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	$44,801,058	31,273	-13.0%	Shares	Sole	2025-05-09
2024-12-31	$42,643,720	35,962	-10.7%	Shares	Sole	2025-02-06
2024-09-30	$46,399,095	40,291	-9.2%	Shares	Sole	2024-11-05
2024-06-30	$46,841,540	44,355	-7.6%	Shares	Sole	2024-08-14
2024-03-31	$54,164,814	47,981	-0.0%	Shares	Sole	2024-05-03
2023-12-31	$45,598,163	47,994	-3.5%	Shares	Sole	2024-02-07
2023-09-30	$45,188,543	49,720	-0.7%	Shares	Sole	2023-11-13
2023-06-30	$47,813,745	50,051	-9.9%	Shares	Sole	2023-08-01
2023-03-31	$47,142,188	55,528	-1.2%	Shares	Sole	2023-05-15
2022-12-31	$47,457,301	56,227	-14.6%	Shares	Sole	2023-02-07
2022-09-30	$46,290,980	65,815	-2.3%	Shares	Sole	2022-11-02
2022-06-30	$42,555,319	67,360	-1.7%	Shares	Sole	2022-08-02
2022-03-31	$46,943,048	68,534	-4.8%	Shares	Sole	2022-05-02
2021-12-31	$50,866,921	72,026	-3.4%	Shares	Sole	2022-02-02
2021-09-30	$45,581,982	74,595	-5.4%	Shares	Sole	2021-11-08
2021-06-30	$44,667,701	78,889	-4.8%	Shares	Sole	2021-08-11
2021-03-31	$42,043,964	82,886	-5.2%	Shares	Sole	2021-05-03
2020-12-31	$39,549,595	87,389	-11.0%	Shares	Sole	2021-02-02
2020-09-30	$45,251,822	98,143	+0.6%	Shares	Sole	2020-11-12
2020-06-30	$41,130,485	97,542	-2.2%	Shares	Sole	2020-08-13
2020-03-31	$30,024,618	99,733	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.