Position in ORLY
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$3,554,766
+$859,130 QoQ
Shares Held
38,601
+32.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#581
of 1,650 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)
Position in Auto Parts
Consumer Cyclical · as of Jun 30, 2026Edgestream Partners, L.P. holds $43,645,900 across 11 Auto Parts names. ORLY ranks #7 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GT |
Goodyear Tire & Rubber Co /Oh/
|
1,027,875 | $6,783,975 | |
| 2 | ADNT |
Adient plc
|
337,395 | $6,201,320 | |
| 3 | GNTX |
Gentex Corp
|
242,163 | $6,119,459 | |
| 4 | LEA |
Lear Corp
|
44,640 | $5,984,438 | |
| 5 | AZO |
Autozone Inc
|
1,854 | $5,925,272 | |
| 6 | ALSN |
Allison Transmission Holdings Inc
|
32,231 | $3,633,722 | |
| 7 | ORLY |
O Reilly Automotive Inc
This page
|
38,601 | $3,554,766 | |
| 8 | APTV |
Aptiv PLC
|
48,369 | $2,968,889 |
All Filings in ORLY
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,554,766 | 38,601 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,695,636 | 29,202 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $7,904,988 | 86,668 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,453,539 | 22,758 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $15,709,208 | 174,295 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,160,270 | 2,206 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $9,786,403 | 8,253 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $487,126 | 423 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $466,778 | 442 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,656,067 | 1,467 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,288,309 | 1,356 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $6,137,534 | 6,753 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $339,131 | 355 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,160,556 | 1,367 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $759,627 | 900 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $778,608 | 1,107 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $8,543,283 | 13,523 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,541,160 | 2,250 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $2,389,882 | 3,384 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $2,854,258 | 4,671 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $5,033,602 | 8,890 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $11,273,958 | 24,911 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $21,460,530 | 46,544 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $33,487,726 | 79,417 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $20,573,455 | 68,339 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||