Position in ORLY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,844,931
+$495,452 QoQ
Shares Held
20,034
+37.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#725
of 1,646 holders
Holding Since
Jun 2020
11 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in ORLY Over Time
Shares Held
Position Value (USD)
Derivatives in ORLY
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$4,615,500
PutShares
50,000
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, 2026LMR Partners LLP holds $5,403,695 across 8 Auto Parts names. ORLY ranks #2 (34.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GNTX |
Gentex Corp
|
83,252 | $2,103,778 | |
| 2 | ORLY |
O Reilly Automotive Inc
This page
|
20,034 | $1,844,931 | |
| 3 | MOD |
Modine Manufacturing Co
|
5,078 | $1,355,927 | |
| 4 | SES |
SES AI Corp
|
103,185 | $99,057 | |
| 5 | MVST |
Microvast Holdings, Inc.
|
2 | $2 | |
| 6 | AUR |
Aurora Innovation, Inc.
|
1,840,867 | $0 | |
| 7 | ECX |
ECARX Holdings Inc.
|
50,000 | $0 | |
| 8 | SLDP |
Solid Power, Inc.
|
1,126,956 | $0 |
All Filings in ORLY
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,844,931 | 20,034 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $1,349,479 | 14,619 | Shares | Other | 2026-05-15 | |
| 2026-03-31 | $4,615,500 | 50,000 | Put | Sole | 2026-05-15 | |
| 2025-12-31 | $617,765 | 6,773 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $713,917 | 6,622 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $534,020 | 5,925 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $252,133 | 176 | Shares | Other | 2025-05-15 | |
| 2024-03-31 | $1,763,311 | 1,562 | Shares | Sole | 2024-05-15 | |
| 2023-06-30 | $668,710 | 700 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $376,098 | 443 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $4,439,600 | 5,260 | Shares | Sole | 2023-02-14 | |
| 2020-06-30 | $209,991 | 498 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||