Position in ORLY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$27,580,402
+$12,236,634 QoQ
Shares Held
299,494
+80.2% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
0.75%
of 13F equity value
Holder Rank
#230
of 1,645 holders
Holding Since
Jun 2025
5 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, 2026SummitTX Capital, L.P. holds $38,519,786 across 8 Auto Parts names. ORLY ranks #1 (71.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ORLY |
O Reilly Automotive Inc
This page
|
299,494 | $27,580,402 | |
| 2 | APTV |
Aptiv PLC
|
70,848 | $4,348,650 | |
| 3 | BWA |
Borgwarner Inc
|
38,168 | $2,534,355 | |
| 4 | GPC |
Genuine Parts Co
|
12,303 | $1,451,507 | |
| 5 | LKQ |
Lkq Corp
|
36,641 | $964,757 | |
| 6 | ALSN |
Allison Transmission Holdings Inc
|
7,799 | $879,259 | |
| 7 | AAP |
Advance Auto Parts Inc
|
7,920 | $492,782 | |
| 8 | SMP |
Standard Motor Products, Inc.
|
6,879 | $268,074 |
All Filings in ORLY
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,580,402 | 299,494 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $15,343,768 | 166,220 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,152,255 | 12,633 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $406,012 | 3,766 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $526,359 | 5,840 | Shares | Defined | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||