GOLDMAN SACHS GROUP INC

Position in ORLY — O Reilly Automotive Inc

CIK 886982 NEW YORK, NY

Back to ORLY Full portfolio

Position in ORLY

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

Position Value

$940,585,155

+$138,176,327 QoQ

Shares Held

10,213,760

+17.5% QoQ

Ownership

1.26%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#13

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)

Derivatives in ORLY

reported options exposure · as of Sep 30, 2025

CallValue

$19,405,800

CallShares

180,000

PutValue

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Auto Parts

Consumer Cyclical · as of Jun 30, 2026

GOLDMAN SACHS GROUP INC holds $3,608,694,083 across 49 Auto Parts names. ORLY ranks #1 (26.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ORLY	O Reilly Automotive Inc This page	10,213,760	$940,585,155
2	AZO	Autozone Inc	98,892	$316,052,886
3	GPC	Genuine Parts Co	2,670,580	$315,075,026
4	MGA	Magna International Inc	3,719,749	$244,238,718
5	MOD	Modine Manufacturing Co	640,419	$171,004,680
6	BWA	Borgwarner Inc	2,531,719	$168,106,140
7	ATMU	Atmus Filtration Technologies Inc.	2,903,771	$148,063,281
8	APTV	Aptiv PLC	2,274,480	$139,607,581

All Filings in ORLY

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34 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$940,585,155	10,213,760	+17.5%	Shares	Defined	2026-08-14
2026-03-31	$802,408,828	8,692,545	-6.9%	Shares	Defined	2026-05-15
2025-12-31	$851,746,705	9,338,304	+12.2%	Shares	Defined	2026-02-10
2025-09-30	$19,405,800	180,000	0.0%	Call	Defined	2025-11-14
2025-09-30	$897,279,556	8,322,786	-5.1%	Shares	Defined	2025-11-14
2025-06-30	$790,738,249	8,773,308	+1655.6%	Shares	Defined	2025-08-14
2025-06-30	$16,223,400	180,000	+1400.0%	Call	Defined	2025-08-14
2025-03-31	$17,190,954	12,000	+287.1%	Call	Defined	2025-06-27
2025-03-31	$715,921,575	499,743	-13.0%	Shares	Defined	2025-06-27
2024-12-31	$681,506,244	574,723	-6.2%	Shares	Defined	2025-02-11
2024-09-30	$705,549,312	612,669	+5.5%	Shares	Defined	2024-11-14
2024-06-30	$613,280,441	580,725	+33.8%	Shares	Defined	2024-08-13
2024-03-31	$489,891,238	433,962	-21.6%	Shares	Defined	2024-05-15
2023-12-31	$525,925,609	553,559	-22.9%	Shares	Defined	2024-05-14
2023-09-30	$652,475,495	717,905	+22.5%	Shares	Defined	2024-05-15
2023-06-30	$559,734,442	585,925	+19.3%	Shares	Defined	2024-05-14
2023-06-30	$4,680,972	4,900	+172.2%	Put	Defined	2024-05-14
2023-03-31	$417,083,741	491,276	-7.7%	Shares	Defined	2024-05-14
2022-12-31	$449,448,772	532,503	+27.5%	Shares	Defined	2024-05-14
2022-09-30	$293,659,877	417,516	-1.4%	Shares	Defined	2024-05-14
2022-06-30	$267,523,613	423,458	-38.1%	Shares	Defined	2024-05-14
2022-03-31	$468,501,677	683,984	-8.5%	Shares	Defined	2022-05-16
2021-12-31	$527,861,724	747,436	+45.3%	Shares	Defined	2022-02-17
2021-09-30	$314,335,115	514,410	+19.6%	Shares	Defined	2022-01-20
2021-06-30	$243,537,462	430,119	-9.3%	Shares	Defined	2021-08-13
2021-03-31	$240,637,605	474,396	+9.1%	Shares	Defined	2021-05-17
2020-12-31	$196,745,084	434,729	-21.0%	Shares	Defined	2021-02-12
2020-09-30	$253,858,471	550,573	+1.1%	Shares	Defined	2020-11-13
2020-09-30	$1,429,349	3,100	-77.9%	Call	Defined	2020-11-13
2020-09-30	$829,944	1,800	-35.7%	Put	Defined	2020-11-13
2020-06-30	$229,695,182	544,728	-11.7%	Shares	Defined	2020-08-12
2020-03-31	$4,214,700	14,000	—	Call	Defined	2020-05-15
2020-03-31	$842,940	2,800	—	Put	Defined	2020-05-15
2020-03-31	$185,794,811	617,156	—	Shares	Defined	2020-05-15
No filing history on record for this holder in this stock.