FIRST MANHATTAN CO. LLC.

Position in ORLY — O Reilly Automotive Inc

CIK 728083 NEW YORK, NY

Back to ORLY Full portfolio

Position in ORLY

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$203,820,955

-$5,538,401 QoQ

Shares Held

2,213,280

-2.4% QoQ

Ownership

0.274%

of shares outstanding

% of Portfolio

0.54%

of 13F equity value

Holder Rank

#58

of 1,646 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 2% Shared 98% None 0%

Common Shares in ORLY Over Time

Shares Held

Position Value (USD)

Position in Auto Parts

Consumer Cyclical · as of Jun 30, 2026

FIRST MANHATTAN CO. LLC. holds $1,050,890,455 across 4 Auto Parts names. ORLY ranks #2 (19.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AZO	Autozone Inc	262,141	$837,786,881
2	ORLY	O Reilly Automotive Inc This page	2,213,280	$203,820,955
3	ALV	Autoliv Inc	77,714	$9,028,035
4	MBLY	Mobileye Global Inc.	26,300	$254,584

All Filings in ORLY

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$203,820,955	2,213,280	-2.4%	Shares	Sole	2026-08-14
2026-03-31	$209,359,356	2,268,003	-0.7%	Shares	Sole	2026-05-15
2025-12-31	$208,379,734	2,284,615	-0.4%	Shares	Sole	2026-02-17
2025-09-30	$247,205,526	2,292,974	-1.8%	Shares	Sole	2025-11-14
2025-06-30	$210,411,008	2,334,528	+1231.4%	Shares	Sole	2025-08-14
2025-03-31	$251,191,354	175,342	-7.7%	Shares	Sole	2025-05-15
2024-12-31	$225,293,604	189,993	-2.4%	Shares	Sole	2025-02-14
2024-09-30	$224,189,935	194,677	-4.9%	Shares	Sole	2024-11-14
2024-06-30	$216,152,248	204,678	+1.1%	Shares	Sole	2024-08-15
2024-03-31	$228,494,444	202,408	-3.9%	Shares	Sole	2024-05-15
2023-12-31	$200,086,003	210,599	-1.6%	Shares	Sole	2024-02-13
2023-09-30	$194,441,615	213,940	-5.3%	Shares	Sole	2023-11-14
2023-06-30	$215,886,449	225,988	-0.9%	Shares	Sole	2023-08-14
2023-03-31	$193,525,104	227,950	-3.2%	Shares	Sole	2023-05-15
2022-12-31	$198,706,724	235,426	-5.4%	Shares	Sole	2023-02-14
2022-09-30	$174,997,700	248,806	-1.9%	Shares	Sole	2022-11-14
2022-06-30	$160,154,192	253,505	+1.1%	Shares	Sole	2022-08-15
2022-03-31	$171,790,022	250,803	+0.4%	Shares	Sole	2022-05-16
2021-12-31	$176,341,393	249,694	+0.8%	Shares	Sole	2022-02-14
2021-09-30	$151,382,658	247,738	+1.5%	Shares	Sole	2021-11-15
2021-06-30	$138,263,264	244,191	-0.7%	Shares	Sole	2021-08-16
2021-03-31	$124,772,463	245,978	+13.4%	Shares	Sole	2021-05-14
2020-12-31	$98,183,595	216,947	+67.0%	Shares	Sole	2021-02-16
2020-09-30	$59,909,111	129,932	+100.1%	Shares	Sole	2020-11-12
2020-06-30	$27,376,892	64,925	-0.2%	Shares	Sole	2020-08-14
2020-03-31	$19,591,430	65,077	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.