Holocene Advisors, LP

Position in ORLY — O Reilly Automotive Inc

CIK 1700574 New York, NY

Position in ORLY

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$13,813,500

-$92,553,900 QoQ

Shares Held

150,000

-88.9% QoQ

Ownership

0.019%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#327

of 1,645 holders

Holding Since

Mar 2020

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Holocene Advisors, LP holds $312,451,948 across 12 Auto Parts names. ORLY ranks #4 (4.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AZO	Autozone Inc	68,382	$218,544,762
2	LEA	Lear Corp	222,901	$29,882,108
3	MGA	Magna International Inc	257,999	$16,940,214
4	ORLY	O Reilly Automotive Inc This page	150,000	$13,813,500
5	VGNT	Versigent PLC	224,726	$9,440,739
6	GPC	Genuine Parts Co	58,655	$6,920,116
7	GNTX	Gentex Corp	258,612	$6,535,125
8	GT	Goodyear Tire & Rubber Co /Oh/	598,743	$3,951,703

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,813,500	150,000	+67.2%	Shares	Sole	2026-08-14
2024-12-31	$106,367,400	89,701	-3.5%	Shares	Sole	2025-02-14
2023-06-30	$88,787,539	92,942	-37.1%	Shares	Sole	2023-08-14
2022-06-30	$93,384,794	147,817	+94.5%	Shares	Sole	2022-08-15
2022-03-31	$52,065,179	76,012	+51.4%	Shares	Sole	2022-05-16
2021-12-31	$35,454,864	50,203	-61.8%	Shares	Sole	2022-02-14
2021-09-30	$80,321,327	131,446	-12.7%	Shares	Sole	2021-11-15
2021-06-30	$85,226,420	150,521	+194.8%	Shares	Sole	2021-08-16
2020-09-30	$23,544,153	51,063	-56.3%	Shares	Sole	2020-11-16
2020-06-30	$49,255,635	116,811	+5918.1%	Shares	Sole	2020-08-14
2020-03-31	$584,338	1,941	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.