Position in ORLY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$50,828,983
+$12,775,294 QoQ
Shares Held
551,949
+33.9% QoQ
Ownership
0.068%
of shares outstanding
% of Portfolio
0.93%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 48%
Shared 0%
None 52%
Common Shares in ORLY Over Time
Shares Held
Position Value (USD)
Position in Auto Parts
Consumer Cyclical · as of Jun 30, 2026Voleon Capital Management LP holds $80,291,178 across 8 Auto Parts names. ORLY ranks #1 (63.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ORLY |
O Reilly Automotive Inc
This page
|
551,949 | $50,828,983 | |
| 2 | AZO |
Autozone Inc
|
5,203 | $16,628,475 | |
| 3 | ALSN |
Allison Transmission Holdings Inc
|
67,400 | $7,598,676 | |
| 4 | ALV |
Autoliv Inc
|
19,840 | $2,304,812 | |
| 5 | SLDP |
Solid Power, Inc.
|
494,095 | $1,279,706 | |
| 6 | ATMU |
Atmus Filtration Technologies Inc.
|
23,223 | $1,184,140 | |
| 7 | PLOW |
Douglas Dynamics, Inc
|
6,175 | $333,141 | |
| 8 | DCH |
Dauch Corp
|
24,584 | $133,245 |
All Filings in ORLY
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $50,828,983 | 551,949 | Shares | Sole | 2026-08-14 | |
| 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 | $4,568,496 | 3,189 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $7,598,603 | 6,408 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||