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 Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$18,157,753

-$245,034,672 QoQ

Shares Held

197,174

-93.1% QoQ

Ownership

0.024%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#280

of 1,646 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in ORLY Over Time

Shares Held

Position Value (USD)

Derivatives in ORLY

reported options exposure · as of Jun 30, 2026

CallValue

$239,434

CallShares

2,600

PutValue

$285,479

PutShares

3,100

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 Jun 30, 2026

TWO SIGMA INVESTMENTS, LP holds $307,546,689 across 38 Auto Parts names. ORLY ranks #4 (5.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MBLY	Mobileye Global Inc.	10,216,964	$98,900,211
2	AZO	Autozone Inc	7,455	$23,825,731
3	QS	QuantumScape Corp	3,018,682	$22,821,235
4	ORLY	O Reilly Automotive Inc This page	197,174	$18,157,753
5	DAN	DANA Inc	645,035	$17,551,402
6	MGA	Magna International Inc	224,811	$14,761,090
7	VGNT	Versigent PLC	294,161	$12,357,703
8	PLOW	Douglas Dynamics, Inc	174,190	$9,397,550

All Filings in ORLY

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41 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$285,479	3,100	-38.0%	Put	Sole	2026-08-14
2026-06-30	$239,434	2,600	-7.1%	Call	Sole	2026-08-14
2026-06-30	$18,157,753	197,174	-93.1%	Shares	Sole	2026-08-14
2026-03-31	$258,468	2,800	+27.3%	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	+4.5%	Shares	Sole	2025-11-14
2025-09-30	$539,050	5,000	+8.7%	Put	Sole	2025-11-14
2025-06-30	$2,441,892	27,093	+482.6%	Shares	Sole	2025-08-14
2025-03-31	$6,661,494	4,650	-89.6%	Shares	Sole	2025-05-15
2024-12-31	$52,968,477	44,669	+1922.1%	Shares	Sole	2025-02-14
2024-09-30	$2,543,883	2,209	+268.2%	Shares	Sole	2024-11-14
2024-06-30	$633,636	600	-98.7%	Shares	Sole	2024-08-14
2024-03-31	$53,652,303	47,527	-27.9%	Shares	Sole	2024-05-15
2023-12-31	$62,649,258	65,941	-53.3%	Shares	Sole	2024-02-14
2023-09-30	$128,452,889	141,334	+398.6%	Shares	Sole	2023-11-14
2023-06-30	$27,081,813	28,349	-80.9%	Shares	Sole	2023-08-14
2023-03-31	$125,745,897	148,114	+17.3%	Shares	Sole	2023-05-15
2022-12-31	$106,577,419	126,272	+1043.8%	Shares	Sole	2023-02-14
2022-09-30	$7,764,984	11,040	-93.6%	Shares	Sole	2022-11-14
2022-03-31	$118,291,907	172,699	-26.6%	Shares	Sole	2022-05-16
2021-12-31	$166,137,782	235,246	+1.0%	Shares	Sole	2022-02-14
2021-12-31	$1,553,706	2,200	+15.8%	Call	Sole	2022-02-14
2021-12-31	$3,248,658	4,600	+318.2%	Put	Sole	2022-02-14
2021-09-30	$142,293,759	232,864	-24.4%	Shares	Sole	2021-11-15
2021-09-30	$1,161,013	1,900	+90.0%	Call	Sole	2021-11-15
2021-09-30	$672,165	1,100	-60.7%	Put	Sole	2021-11-15
2021-06-30	$1,585,386	2,800	-53.3%	Put	Sole	2021-08-16
2021-06-30	$566,209	1,000	-65.5%	Call	Sole	2021-08-16
2021-06-30	$174,294,005	307,826	-31.3%	Shares	Sole	2021-08-16
2021-03-31	$227,148,802	447,804	+33.5%	Shares	Sole	2021-05-17
2020-12-31	$2,715,417	6,000	0.0%	Put	Sole	2021-02-16
2020-12-31	$1,312,451	2,900	-6.5%	Call	Sole	2021-02-16
2020-12-31	$151,798,598	335,415	-11.0%	Shares	Sole	2021-02-16
2020-09-30	$173,829,653	377,005	+22.7%	Shares	Sole	2020-11-16
2020-06-30	$129,517,895	307,155	+8179.1%	Shares	Sole	2020-08-14
2020-06-30	$1,307,175	3,100	+10.7%	Call	Sole	2020-08-14
2020-06-30	$2,530,017	6,000	+81.8%	Put	Sole	2020-08-14
2020-03-31	$993,465	3,300	—	Put	Sole	2020-05-15
2020-03-31	$842,940	2,800	—	Call	Sole	2020-05-15
2020-03-31	$1,116,895	3,710	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.