FIRST MANHATTAN CO. LLC.

Position in ORLY — O Reilly Automotive Inc

CIK 728083 NEW YORK, NY

Position in ORLY

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$209,359,356

+$979,622 QoQ

Shares Held

2,268,003

-0.7% QoQ

Ownership

0.274%

of shares outstanding

% of Portfolio

0.88%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 2.1276426883033226.ToString("F0")% Shared 97.87235731169667.ToString("F0")% None 0.ToString("F0")%

Consumer Cyclical · as of Mar 31, 2026

FIRST MANHATTAN CO. LLC. holds $1,104,292,071 across 4 Auto Parts names. ORLY ranks #2 (19.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AZO	Autozone Inc	261,815	$884,353,470
2	ORLY	O Reilly Automotive Inc This page	2,268,003	$209,359,356
3	ALV	Autoliv Inc	79,283	$8,337,400
4	MBLY	Mobileye Global Inc.	326,324	$2,241,845

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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	$16,746,090	175,342	-7.7%	Shares	Sole	2025-05-15
2024-12-31	$15,019,573	189,993	-2.4%	Shares	Sole	2025-02-14
2024-09-30	$14,945,995	194,677	-4.9%	Shares	Sole	2024-11-14
2024-06-30	$14,410,149	204,678	+1.1%	Shares	Sole	2024-08-15
2024-03-31	$15,232,962	202,408	-3.9%	Shares	Sole	2024-05-15
2023-12-31	$13,339,066	210,599	-1.6%	Shares	Sole	2024-02-13
2023-09-30	$12,962,774	213,940	-5.3%	Shares	Sole	2023-11-14
2023-06-30	$14,392,429	225,988	-0.9%	Shares	Sole	2023-08-14
2023-03-31	$12,901,673	227,950	-3.2%	Shares	Sole	2023-05-15
2022-12-31	$13,247,114	235,426	-5.4%	Shares	Sole	2023-02-14
2022-09-30	$11,666,513	248,806	-1.9%	Shares	Sole	2022-11-14
2022-06-30	$10,676,946	253,505	+1.1%	Shares	Sole	2022-08-15
2022-03-31	$11,452,668	250,803	+0.4%	Shares	Sole	2022-05-16
2021-12-31	$11,756,092	249,694	+0.8%	Shares	Sole	2022-02-14
2021-09-30	$10,092,177	247,738	+1.5%	Shares	Sole	2021-11-15
2021-06-30	$9,217,550	244,191	-0.7%	Shares	Sole	2021-08-16
2021-03-31	$8,318,164	245,978	+13.4%	Shares	Sole	2021-05-14
2020-12-31	$6,545,573	216,947	+67.0%	Shares	Sole	2021-02-16
2020-09-30	$3,993,940	129,932	+100.1%	Shares	Sole	2020-11-12
2020-06-30	$1,825,126	64,925	-0.2%	Shares	Sole	2020-08-14
2020-03-31	$1,306,095	65,077	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.