Position in ORLY
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$1,752,966
-$1,232,884 QoQ
Shares Held
18,990
-42.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
6 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 Mar 31, 2026AXQ CAPITAL, LP holds $4,869,547 across 10 Auto Parts names. ORLY ranks #1 (36.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ORLY |
O Reilly Automotive Inc
This page
|
18,990 | $1,752,966 | |
| 2 | LEA |
Lear Corp
|
7,865 | $952,294 | |
| 3 | QS |
QuantumScape Corp
|
112,202 | $715,848 | |
| 4 | AUR |
Aurora Innovation, Inc.
|
132,758 | $546,962 | |
| 5 | ATMU |
Atmus Filtration Technologies Inc.
|
6,825 | $387,455 | |
| 6 | GT |
Goodyear Tire & Rubber Co /Oh/
|
44,976 | $298,190 | |
| 7 | SLDP |
Solid Power, Inc.
|
35,273 | $105,819 | |
| 8 | DCH |
Dauch Corp
|
14,236 | $84,419 |
All Filings in ORLY
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | $106,247 | 1,344 | Shares | Sole | 2025-02-11 | |
| 2023-12-31 | $82,340 | 1,300 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $60,590 | 1,000 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||