Position in ORLY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$30,198,521
+$20,260,704 QoQ
Shares Held
327,924
+204.6% QoQ
Ownership
0.041%
of shares outstanding
% of Portfolio
1.26%
of 13F equity value
Holder Rank
#219
of 1,646 holders
Holding Since
Jun 2020
17 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, 2026Cinctive Capital Management LP holds $51,445,620 across 6 Auto Parts names. ORLY ranks #1 (58.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ORLY |
O Reilly Automotive Inc
This page
|
327,924 | $30,198,521 | |
| 2 | VGNT |
Versigent PLC
|
226,288 | $9,506,358 | |
| 3 | ALSN |
Allison Transmission Holdings Inc
|
43,616 | $4,917,267 | |
| 4 | BWA |
Borgwarner Inc
|
71,161 | $4,725,090 | |
| 5 | GPC |
Genuine Parts Co
|
16,755 | $1,976,754 | |
| 6 | SES |
SES AI Corp
|
126,698 | $121,630 |
All Filings in ORLY
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,198,521 | 327,924 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $9,937,817 | 107,657 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $13,192,340 | 144,637 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $8,458,125 | 78,454 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $12,006,487 | 133,213 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $11,669,792 | 8,146 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $6,802,931 | 5,737 | Shares | Sole | 2025-02-12 | |
| 2024-06-30 | $4,902,230 | 4,642 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $5,457,008 | 4,834 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $399,033 | 420 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $4,255,284 | 4,682 | Shares | Sole | 2023-11-14 | |
| 2022-09-30 | $7,627,127 | 10,844 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,365,458 | 6,910 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $4,502,242 | 6,573 | Shares | Sole | 2022-05-16 | |
| 2021-09-30 | $4,105,097 | 6,718 | Shares | Sole | 2021-11-15 | |
| 2020-09-30 | $1,110,742 | 2,409 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $5,244,725 | 12,438 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||