Applied Finance Capital Management, LLC
Position in ORLY — O Reilly Automotive Inc
CIK 1966007
SAN JUAN, PR
Position in ORLY
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$4,155,008
+$687,106 QoQ
Shares Held
45,119
+20.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#547
of 1,646 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in ORLY Over Time
Shares Held
Position Value (USD)
Position in Auto Parts
Consumer Cyclical · as of Jun 30, 2026Applied Finance Capital Management, LLC holds $24,229,477 across 5 Auto Parts names. ORLY ranks #2 (17.1% of the industry book) .
All Filings in ORLY
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,155,008 | 45,119 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $3,467,902 | 37,568 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $3,357,531 | 36,811 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,851,097 | 17,170 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,562,854 | 17,340 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $2,072,942 | 1,447 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,763,283 | 1,487 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,712,428 | 1,487 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,421,456 | 1,346 | Shares | Sole | 2024-07-31 | |
| No filing history on record for this holder in this stock. | ||||||