Position in ORLY
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$6,713,821
+$4,960,855 QoQ
Shares Held
72,905
+283.9% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.73%
of 13F equity value
Holder Rank
#451
of 1,652 holders
Holding Since
Sep 2023
7 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, 2026AXQ CAPITAL, LP holds $11,239,521 across 7 Auto Parts names. ORLY ranks #1 (59.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ORLY |
O Reilly Automotive Inc
This page
|
72,905 | $6,713,821 | |
| 2 | QS |
QuantumScape Corp
|
463,653 | $3,505,216 | |
| 3 | AUR |
Aurora Innovation, Inc.
|
72,209 | $492,465 | |
| 4 | BWA |
Borgwarner Inc
|
4,086 | $271,310 | |
| 5 | HYLN |
Hyliion Holdings Corp.
|
28,174 | $146,786 | |
| 6 | CVGI |
Commercial Vehicle Group, Inc.
|
20,655 | $95,426 | |
| 7 | ECX |
ECARX Holdings Inc.
|
11,238 | $14,497 |
All Filings in ORLY
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,713,821 | 72,905 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,752,966 | 18,990 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,985,850 | 32,736 | Shares | Sole | 2026-02-10 | |
| 2025-06-30 | $1,215,673 | 13,488 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $1,593,714 | 1,344 | Shares | Sole | 2025-02-11 | |
| 2023-12-31 | $1,235,104 | 1,300 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $908,860 | 1,000 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||