TWO SIGMA INVESTMENTS, LP

Position in ORLY — O Reilly Automotive Inc

CIK 1179392 NEW YORK, NY

Back to ORLY Full portfolio

Position in ORLY

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$263,192,425

+$247,252,657 QoQ

Shares Held

2,851,180

+1531.5% QoQ

Ownership

0.344%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 98.99690654395724.ToString("F0")% Shared 0.ToString("F0")% None 1.0030934560427611.ToString("F0")%

Common Shares in ORLY Over Time

Shares Held

Position Value (USD)

Derivatives in ORLY

reported options exposure · as of Mar 31, 2026

CallValue

$258,468

CallShares

2,800

PutValue

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Auto Parts

Consumer Cyclical · as of Mar 31, 2026

TWO SIGMA INVESTMENTS, LP holds $814,757,491 across 40 Auto Parts names. ORLY ranks #1 (32.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ORLY	O Reilly Automotive Inc This page	2,851,180	$263,192,425
2	AZO	Autozone Inc	54,867	$185,328,655
3	QS	QuantumScape Corp	12,580,529	$80,263,775
4	MGA	Magna International Inc	1,245,024	$69,484,789
5	MBLY	Mobileye Global Inc.	9,890,390	$67,946,979
6	ALV	Autoliv Inc	249,858	$26,275,067
7	DAN	DANA Inc	536,309	$18,046,797
8	ADNT	Adient plc	716,329	$14,477,009

All Filings in ORLY

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38 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$258,468	2,800	-99.9%	Call	Sole	2026-05-15
2026-03-31	$263,192,425	2,851,180	+1531.5%	Shares	Sole	2026-05-15
2025-12-31	$15,939,768	174,759	+517.0%	Shares	Sole	2026-02-17
2025-09-30	$3,053,610	28,324	+466.5%	Shares	Sole	2025-11-14
2025-09-30	$539,050	5,000	-81.5%	Put	Sole	2025-11-14
2025-06-30	$2,441,892	27,093	+482.6%	Shares	Sole	2025-08-14
2025-03-31	$444,099	4,650	-89.6%	Shares	Sole	2025-05-15
2024-12-31	$3,531,231	44,669	+1922.1%	Shares	Sole	2025-02-14
2024-09-30	$169,592	2,209	+268.2%	Shares	Sole	2024-11-14
2024-06-30	$42,242	600	-98.7%	Shares	Sole	2024-08-14
2024-03-31	$3,576,820	47,527	-27.9%	Shares	Sole	2024-05-15
2023-12-31	$4,176,617	65,941	-53.3%	Shares	Sole	2024-02-14
2023-09-30	$8,563,525	141,334	+398.6%	Shares	Sole	2023-11-14
2023-06-30	$1,805,454	28,349	-80.9%	Shares	Sole	2023-08-14
2023-03-31	$8,383,059	148,114	+17.3%	Shares	Sole	2023-05-15
2022-12-31	$7,105,161	126,272	+1043.8%	Shares	Sole	2023-02-14
2022-09-30	$517,665	11,040	-93.6%	Shares	Sole	2022-11-14
2022-03-31	$7,886,127	172,699	-26.6%	Shares	Sole	2022-05-16
2021-12-31	$11,075,852	235,246	+10593.0%	Shares	Sole	2022-02-14
2021-12-31	$103,580	2,200	-52.2%	Call	Sole	2022-02-14
2021-12-31	$216,577	4,600	-98.0%	Put	Sole	2022-02-14
2021-09-30	$9,486,250	232,864	+12156.0%	Shares	Sole	2021-11-15
2021-09-30	$77,400	1,900	+72.7%	Call	Sole	2021-11-15
2021-09-30	$44,811	1,100	-60.7%	Put	Sole	2021-11-15
2021-06-30	$105,692	2,800	+180.0%	Put	Sole	2021-08-16
2021-06-30	$37,747	1,000	-99.7%	Call	Sole	2021-08-16
2021-06-30	$11,619,600	307,826	-31.3%	Shares	Sole	2021-08-16
2021-03-31	$15,143,253	447,804	+7363.4%	Shares	Sole	2021-05-17
2020-12-31	$181,027	6,000	+106.9%	Put	Sole	2021-02-16
2020-12-31	$87,496	2,900	-99.1%	Call	Sole	2021-02-16
2020-12-31	$10,119,906	335,415	-11.0%	Shares	Sole	2021-02-16
2020-09-30	$11,588,643	377,005	+22.7%	Shares	Sole	2020-11-16
2020-06-30	$8,634,526	307,155	+9808.2%	Shares	Sole	2020-08-14
2020-06-30	$87,145	3,100	-48.3%	Call	Sole	2020-08-14
2020-06-30	$168,667	6,000	+81.8%	Put	Sole	2020-08-14
2020-03-31	$66,231	3,300	+17.9%	Put	Sole	2020-05-15
2020-03-31	$56,196	2,800	-24.5%	Call	Sole	2020-05-15
2020-03-31	$74,459	3,710	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.