Position in ORLY
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$204,066,002
-$8,168,069 QoQ
Shares Held
2,215,941
-3.6% QoQ
Ownership
0.274%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#57
of 1,645 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in ORLY Over Time
Shares Held
Position Value (USD)
Position in Auto Parts
Consumer Cyclical · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $353,487,368 across 21 Auto Parts names. ORLY ranks #1 (57.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ORLY |
O Reilly Automotive Inc
This page
|
2,215,941 | $204,066,002 | |
| 2 | GPC |
Genuine Parts Co
|
617,081 | $72,803,213 | |
| 3 | MOD |
Modine Manufacturing Co
|
64,544 | $17,234,537 | |
| 4 | AZO |
Autozone Inc
|
3,526 | $11,268,881 | |
| 5 | XPEL |
XPEL, Inc.
|
167,654 | $8,315,638 | |
| 6 | CPS |
Cooper-Standard Holdings Inc.
|
263,512 | $7,127,999 | |
| 7 | MGA |
Magna International Inc
|
69,410 | $4,557,460 | |
| 8 | LKQ |
Lkq Corp
|
158,553 | $4,174,698 |
All Filings in ORLY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $204,066,002 | 2,215,941 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $212,234,071 | 2,299,145 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $208,990,199 | 2,291,308 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $249,843,526 | 2,317,443 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $214,211,155 | 2,376,691 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $226,280,226 | 157,953 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $186,656,696 | 157,410 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $45,911,966 | 39,868 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $43,125,263 | 40,836 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $45,218,434 | 40,056 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $34,894,553 | 36,728 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $31,076,664 | 34,193 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $29,965,863 | 31,368 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $48,256,898 | 56,841 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $66,960,313 | 79,334 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $53,373,008 | 75,884 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $39,986,583 | 63,294 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $22,255,034 | 32,491 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $30,955,470 | 43,832 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $22,251,729 | 36,415 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $21,057,328 | 37,190 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $29,917,630 | 58,980 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $16,983,572 | 37,527 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $19,328,030 | 41,919 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $16,900,510 | 40,080 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $11,904,117 | 39,542 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||