Port Capital LLC

Position in ORLY — O Reilly Automotive Inc

CIK 1729212 CHICAGO, IL

Position in ORLY

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$87,008,636

-$1,937,258 QoQ

Shares Held

942,570

-3.3% QoQ

Ownership

0.114%

of shares outstanding

% of Portfolio

4.26%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Mar 31, 2026

Port Capital LLC holds $138,653,649 across 3 Auto Parts names. ORLY ranks #1 (62.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ORLY	O Reilly Automotive Inc This page	942,570	$87,008,636
2	ATMU	Atmus Filtration Technologies Inc.	908,680	$51,585,763
3	SLDP	Solid Power, Inc.	19,750	$59,250

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$87,008,636	942,570	-3.3%	Shares	Sole	2026-05-15
2025-12-31	$88,945,894	975,177	+0.3%	Shares	Sole	2026-02-17
2025-09-30	$104,855,143	972,592	+0.2%	Shares	Sole	2025-11-14
2025-06-30	$87,447,731	970,240	+1265.7%	Shares	Sole	2025-08-14
2025-03-31	$101,779,043	71,046	-0.7%	Shares	Sole	2025-05-15
2024-12-31	$84,852,254	71,557	+0.9%	Shares	Sole	2025-02-14
2024-09-30	$81,638,040	70,891	+1.7%	Shares	Sole	2024-11-14
2024-06-30	$73,634,839	69,726	+5.6%	Shares	Sole	2024-08-14
2024-03-31	$74,527,561	66,019	-2.4%	Shares	Sole	2024-05-15
2023-12-31	$64,264,395	67,641	+0.4%	Shares	Sole	2024-02-15
2023-09-30	$61,230,840	67,371	-0.2%	Shares	Sole	2023-11-14
2023-06-30	$64,502,845	67,521	+1.9%	Shares	Sole	2023-08-14
2023-03-31	$56,233,072	66,236	+0.8%	Shares	Sole	2023-05-15
2022-12-31	$55,460,400	65,709	-1.0%	Shares	Sole	2023-02-15
2022-09-30	$46,701,033	66,398	-0.4%	Shares	Sole	2022-11-14
2022-06-30	$42,099,821	66,639	+0.5%	Shares	Sole	2022-08-15
2022-03-31	$45,439,561	66,339	+2.0%	Shares	Sole	2022-05-16
2021-12-31	$45,928,961	65,034	-2.6%	Shares	Sole	2022-02-14
2021-09-30	$40,779,666	66,736	-1.4%	Shares	Sole	2021-11-15
2021-06-30	$38,315,963	67,671	+0.0%	Shares	Sole	2021-08-16
2021-03-31	$34,322,090	67,663	+24.6%	Shares	Sole	2021-05-17
2020-12-31	$24,579,049	54,310	+13.6%	Shares	Sole	2021-02-16
2020-09-30	$22,048,869	47,820	-0.2%	Shares	Sole	2020-11-16
2020-06-30	$20,213,570	47,937	+5.2%	Shares	Sole	2020-08-17
2020-03-31	$13,719,450	45,572	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.