FULLER & THALER ASSET MANAGEMENT, INC.
Position in ORLY — O Reilly Automotive Inc
CIK 1082327
SAN MATEO, CA
Position in ORLY
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$33,456,282
+$10,642,929 QoQ
Shares Held
362,434
+44.9% QoQ
Ownership
0.044%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 99.950335785274.ToString("F0")%
Shared 0.ToString("F0")%
None 0.049664214725991494.ToString("F0")%
Common Shares in ORLY Over Time
Shares Held
Position Value (USD)
Position in Auto Parts
Consumer Cyclical · as of Mar 31, 2026FULLER & THALER ASSET MANAGEMENT, INC. holds $1,748,561,019 across 11 Auto Parts names. ORLY ranks #8 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALSN |
Allison Transmission Holdings Inc
|
3,394,635 | $397,375,973 | |
| 2 | LKQ |
Lkq Corp
|
9,942,144 | $292,000,769 | |
| 3 | MOD |
Modine Manufacturing Co
|
1,081,680 | $234,410,872 | |
| 4 | BWA |
Borgwarner Inc
|
4,122,005 | $223,659,991 | |
| 5 | GTX |
Garrett Motion Inc.
|
10,897,535 | $198,008,210 | |
| 6 | GNTX |
Gentex Corp
|
7,108,679 | $155,324,636 | |
| 7 | AAP |
Advance Auto Parts Inc
|
2,828,907 | $149,224,844 | |
| 8 | ORLY |
O Reilly Automotive Inc
This page
|
362,434 | $33,456,282 |
All Filings in ORLY
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $33,456,282 | 362,434 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $22,813,353 | 250,119 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $21,870,228 | 202,859 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $19,179,213 | 212,795 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,293,619 | 13,545 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,099,394 | 13,907 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $988,609 | 12,877 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $799,014 | 11,349 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $763,951 | 10,151 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $685,261 | 10,819 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $598,333 | 9,875 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $644,127 | 10,114 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $881,468 | 15,574 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,102,303 | 19,590 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,008,650 | 21,511 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $990,641 | 23,521 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $995,886 | 21,809 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $877,467 | 18,637 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $776,738 | 19,067 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $646,837 | 17,136 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $485,945 | 14,370 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $344,707 | 11,425 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $349,468 | 11,369 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $288,562 | 10,265 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $203,951 | 10,162 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||