Position in ORLY
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$7,559,852
+$5,587,557 QoQ
Shares Held
82,092
+284.2% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.75%
of 13F equity value
Holder Rank
#429
of 1,646 holders
Holding Since
Dec 2025
3 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, 2026Havemeyer Place LP holds $18,180,374 across 6 Auto Parts names. ORLY ranks #1 (41.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ORLY |
O Reilly Automotive Inc
This page
|
82,092 | $7,559,852 | |
| 2 | AZO |
Autozone Inc
|
1,502 | $4,800,301 | |
| 3 | MOD |
Modine Manufacturing Co
|
7,440 | $1,986,628 | |
| 4 | QS |
QuantumScape Corp
|
231,144 | $1,747,448 | |
| 5 | MBLY |
Mobileye Global Inc.
|
109,846 | $1,063,309 | |
| 6 | APTV |
Aptiv PLC
|
16,664 | $1,022,836 |
All Filings in ORLY
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,559,852 | 82,092 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,972,295 | 21,366 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $717,457 | 7,866 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||