Position in ORLY
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$59,490
+$689 QoQ
Shares Held
646
+1.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,430
of 1,646 holders
Holding Since
Dec 2023
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, 2026Davis Capital Management holds $61,430 across 15 Auto Parts names. ORLY ranks #1 (96.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ORLY |
O Reilly Automotive Inc
This page
|
646 | $59,490 | |
| 2 | LKQ |
Lkq Corp
|
14 | $368 | |
| 3 | DORM |
Dorman Products, Inc.
|
2 | $272 | |
| 4 | ATMU |
Atmus Filtration Technologies Inc.
|
5 | $254 | |
| 5 | AAP |
Advance Auto Parts Inc
|
3 | $186 | |
| 6 | VGNT |
Versigent PLC
|
4 | $168 | |
| 7 | PHIN |
Phinia Inc.
|
2 | $164 | |
| 8 | DAN |
DANA Inc
|
6 | $163 |
All Filings in ORLY
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $59,490 | 646 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $58,801 | 637 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $57,735 | 633 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $68,674 | 637 | Shares | Sole | 2025-10-21 | |
| 2025-03-31 | $60,168 | 42 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $49,803 | 42 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $48,367 | 42 | Shares | Sole | 2024-10-01 | |
| 2024-06-30 | $44,354 | 42 | Shares | Sole | 2024-07-02 | |
| 2024-03-31 | $47,412 | 42 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $39,903 | 42 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||