Thrivent Financial for Lutherans
Position in ORLY — O Reilly Automotive Inc
CIK 314984
Minneapolis, MN
Position in ORLY
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$37,188,835
+$3,354,123 QoQ
Shares Held
402,869
+8.6% QoQ
Ownership
0.049%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 91.78864593701674.ToString("F0")%
Shared 0.ToString("F0")%
None 8.211354062983252.ToString("F0")%
Common Shares in ORLY Over Time
Shares Held
Position Value (USD)
Position in Auto Parts
Consumer Cyclical · as of Mar 31, 2026Thrivent Financial for Lutherans holds $285,867,133 across 26 Auto Parts names. ORLY ranks #4 (13.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MOD |
Modine Manufacturing Co
|
384,763 | $83,381,989 | |
| 2 | AZO |
Autozone Inc
|
18,540 | $62,624,040 | |
| 3 | AAP |
Advance Auto Parts Inc
|
974,935 | $51,427,820 | |
| 4 | ORLY |
O Reilly Automotive Inc
This page
|
402,869 | $37,188,835 | |
| 5 | VGNT |
Versigent PLC
|
274,235 | $8,734,384 | |
| 6 | BWA |
Borgwarner Inc
|
154,879 | $8,403,734 | |
| 7 | LKQ |
Lkq Corp
|
171,326 | $5,031,844 | |
| 8 | ATMU |
Atmus Filtration Technologies Inc.
|
75,827 | $4,304,698 |
All Filings in ORLY
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $37,188,835 | 402,869 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $33,834,712 | 370,954 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $30,408,672 | 282,058 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $39,290,910 | 435,936 | Shares | Sole | 2025-08-26 | |
| 2025-03-31 | $2,560,782 | 26,813 | Shares | Sole | 2025-08-26 | |
| 2024-12-31 | $2,163,371 | 27,366 | Shares | Defined | 2025-02-10 | |
| 2024-09-30 | $1,970,922 | 25,672 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $2,169,216 | 30,811 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,305,850 | 30,639 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $565,866 | 8,934 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $7,544,509 | 124,516 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $8,532,360 | 133,974 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $6,927,678 | 122,400 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $584,742 | 10,392 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $470,728 | 10,039 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $577,891 | 13,721 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $295,080 | 6,462 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,288,822 | 27,374 | Shares | Sole | 2022-02-16 | |
| 2021-09-30 | $120,500 | 2,958 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $113,090 | 2,996 | Shares | Sole | 2021-09-24 | |
| 2021-03-31 | $101,788 | 3,010 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $715,995 | 23,731 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,033,588 | 33,625 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $942,150 | 33,515 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $673,529 | 33,559 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||