Position in ORLY
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$38,053,689
+$10,014,003 QoQ
Shares Held
412,238
+34.1% QoQ
Ownership
0.050%
of shares outstanding
% of Portfolio
0.83%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 50%
Shared 0%
None 50%
Common Shares in ORLY Over Time
Shares Held
Position Value (USD)
Position in Auto Parts
Consumer Cyclical · as of Mar 31, 2026Voleon Capital Management LP holds $55,434,379 across 9 Auto Parts names. ORLY ranks #1 (68.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ORLY |
O Reilly Automotive Inc
This page
|
412,238 | $38,053,689 | |
| 2 | ALSN |
Allison Transmission Holdings Inc
|
66,533 | $7,788,352 | |
| 3 | AZO |
Autozone Inc
|
1,182 | $3,992,535 | |
| 4 | ATMU |
Atmus Filtration Technologies Inc.
|
61,608 | $3,497,486 | |
| 5 | SLDP |
Solid Power, Inc.
|
490,125 | $1,470,375 | |
| 6 | AUR |
Aurora Innovation, Inc.
|
113,255 | $466,610 | |
| 7 | SES |
SES AI Corp
|
84,143 | $80,945 | |
| 8 | MVST |
Microvast Holdings, Inc.
|
29,339 | $44,008 |
All Filings in ORLY
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $38,053,689 | 412,238 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $28,039,686 | 307,419 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $7,174,647 | 66,549 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,707,317 | 41,133 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $304,566 | 3,189 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $506,573 | 6,408 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||