Position in ORLY
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$11,163,610
+$2,769,007 QoQ
Shares Held
121,225
+31.7% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#46
of 457 holders
Holding Since
Mar 2021
10 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, 2026Y-Intercept (Hong Kong) Ltd holds $50,965,367 across 20 Auto Parts names. ORLY ranks #1 (21.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ORLY |
O Reilly Automotive Inc
This page
|
121,225 | $11,163,610 | |
| 2 | MOD |
Modine Manufacturing Co
|
30,517 | $8,148,649 | |
| 3 | DAN |
DANA Inc
|
161,287 | $4,388,619 | |
| 4 | ALSN |
Allison Transmission Holdings Inc
|
29,409 | $3,315,570 | |
| 5 | APTV |
Aptiv PLC
|
47,917 | $2,941,145 | |
| 6 | ADNT |
Adient plc
|
144,311 | $2,652,436 | |
| 7 | VC |
Visteon Corp
|
25,200 | $2,500,092 | |
| 8 | LEA |
Lear Corp
|
18,211 | $2,441,366 |
All Filings in ORLY
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,163,610 | 121,225 | Shares | Sole | 2026-07-14 | |
| 2025-12-31 | $8,394,603 | 92,036 | Shares | Sole | 2026-02-13 | |
| 2025-06-30 | $4,770,040 | 52,924 | Shares | Sole | 2025-08-01 | |
| 2024-12-31 | $285,066 | 3,606 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $29,941 | 390 | Shares | Sole | 2024-11-15 | |
| 2023-12-31 | $180,008 | 2,842 | Shares | Sole | 2024-02-13 | |
| 2023-06-30 | $83,493 | 1,311 | Shares | Sole | 2023-08-14 | |
| 2022-03-31 | $20,640 | 452 | Shares | Sole | 2022-05-16 | |
| 2021-09-30 | $23,098 | 567 | Shares | Sole | 2021-11-15 | |
| 2021-03-31 | $60,903 | 1,801 | Shares | Sole | 2021-05-12 | |
| No filing history on record for this holder in this stock. | ||||||