ExodusPoint Capital Management, LP
Position in ORLY — O Reilly Automotive Inc
CIK 1736225
NEW YORK, NY
Position in ORLY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$77,977,944
+$73,394,015 QoQ
Shares Held
846,758
+1605.2% QoQ
Ownership
0.105%
of shares outstanding
% of Portfolio
0.73%
of 13F equity value
Holder Rank
#122
of 1,646 holders
Holding Since
Mar 2020
21 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, 2026ExodusPoint Capital Management, LP holds $180,904,496 across 19 Auto Parts names. ORLY ranks #1 (43.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ORLY |
O Reilly Automotive Inc
This page
|
846,758 | $77,977,944 | |
| 2 | APTV |
Aptiv PLC
|
424,252 | $26,040,587 | |
| 3 | VGNT |
Versigent PLC
|
589,749 | $24,775,355 | |
| 4 | BWA |
Borgwarner Inc
|
185,778 | $12,335,659 | |
| 5 | LEA |
Lear Corp
|
64,384 | $8,631,319 | |
| 6 | AAP |
Advance Auto Parts Inc
|
112,689 | $7,011,509 | |
| 7 | ALSN |
Allison Transmission Holdings Inc
|
49,222 | $5,549,288 | |
| 8 | MOD |
Modine Manufacturing Co
|
14,759 | $3,940,948 |
All Filings in ORLY
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $77,977,944 | 846,758 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $4,583,929 | 49,658 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $21,328,911 | 233,844 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $5,251,317 | 48,709 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $11,016,680 | 122,231 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $232,077 | 162 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $29,011,770 | 24,466 | Shares | Sole | 2025-02-12 | |
| 2024-06-30 | $3,206,198 | 3,036 | Shares | Sole | 2024-08-13 | |
| 2023-09-30 | $19,369,634 | 21,312 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $4,018,949 | 4,207 | Shares | Other | 2023-08-11 | |
| 2022-12-31 | $532,583 | 631 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $5,167,512 | 7,347 | Shares | Other | 2022-11-10 | |
| 2022-06-30 | $728,418 | 1,153 | Shares | Sole | 2022-08-22 | |
| 2022-03-31 | $15,994,500 | 23,351 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $9,738,911 | 13,790 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $6,903,750 | 11,298 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,390,536 | 4,222 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $16,312,161 | 32,158 | Shares | Other | 2021-05-17 | |
| 2020-12-31 | $1,324,218 | 2,926 | Shares | Sole | 2021-02-16 | |
| 2020-06-30 | $1,560,598 | 3,701 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $6,779,947 | 22,521 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||