Position in ORLY
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$8,816,328
-$1,015,148 QoQ
Shares Held
95,736
-10.1% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.66%
of 13F equity value
Holder Rank
#400
of 1,646 holders
Holding Since
Jun 2024
9 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, 2026F/m Investments LLC holds $10,045,421 across 2 Auto Parts names. ORLY ranks #1 (87.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ORLY |
O Reilly Automotive Inc
This page
|
95,736 | $8,816,328 | |
| 2 | MOD |
Modine Manufacturing Co
|
4,603 | $1,229,093 |
All Filings in ORLY
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,816,328 | 95,736 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $9,831,476 | 106,505 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $9,796,774 | 107,409 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $11,820,611 | 109,643 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $9,885,278 | 109,678 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $10,886,171 | 7,599 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $9,076,109 | 7,654 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $12,107,917 | 10,514 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $11,122,423 | 10,532 | Shares | Sole | 2024-07-29 | |
| No filing history on record for this holder in this stock. | ||||||