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 Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$802,408,828

-$49,594,359 QoQ

Shares Held

8,692,545

-6.9% QoQ

Ownership

1.05%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 97.61020479160071.ToString("F0")% Shared 0.03760694222542906.ToString("F0")% None 2.352188266173861.ToString("F0")%

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 Mar 31, 2026

GOLDMAN SACHS GROUP INC holds $3,178,255,520 across 48 Auto Parts names. ORLY ranks #1 (25.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ORLY	O Reilly Automotive Inc This page	8,692,545	$802,408,828
2	AZO	Autozone Inc	101,392	$342,479,869
3	BWA	Borgwarner Inc	5,134,323	$278,588,364
4	APTV	Aptiv PLC	3,266,775	$226,844,853
5	GPC	Genuine Parts Co	1,909,630	$201,943,372
6	ATMU	Atmus Filtration Technologies Inc.	3,290,936	$186,826,433
7	MGA	Magna International Inc	3,062,457	$170,915,724
8	MOD	Modine Manufacturing Co	641,881	$139,102,031

All Filings in ORLY

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33 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$802,408,828	8,692,545	-6.9%	Shares	Defined	2026-05-15
2025-12-31	$852,003,187	9,341,116	+5089.5%	Shares	Defined	2026-03-25
2025-09-30	$19,405,800	180,000	-97.8%	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	+4774.1%	Shares	Defined	2025-08-14
2025-06-30	$16,223,400	180,000	+1400.0%	Call	Defined	2025-08-14
2025-03-31	$1,146,063	12,000	-97.6%	Call	Defined	2025-06-27
2025-03-31	$47,728,103	499,743	-13.0%	Shares	Defined	2025-06-27
2024-12-31	$45,433,748	574,723	-6.2%	Shares	Defined	2025-02-11
2024-09-30	$47,036,619	612,669	+5.5%	Shares	Defined	2024-11-14
2024-06-30	$40,885,360	580,725	+33.8%	Shares	Defined	2024-08-13
2024-03-31	$32,659,414	433,962	-21.6%	Shares	Defined	2024-05-15
2023-12-31	$35,061,704	553,559	-22.9%	Shares	Defined	2024-05-14
2023-09-30	$43,498,363	717,905	+14551.1%	Shares	Defined	2024-05-15
2023-06-30	$312,064	4,900	-99.2%	Put	Defined	2024-05-14
2023-06-30	$37,315,627	585,925	+19.3%	Shares	Defined	2024-05-14
2023-03-31	$27,805,580	491,276	-7.7%	Shares	Defined	2024-05-14
2022-12-31	$29,963,250	532,503	+27.5%	Shares	Defined	2024-05-14
2022-09-30	$19,577,323	417,516	-1.4%	Shares	Defined	2024-05-14
2022-06-30	$17,834,905	423,458	-38.1%	Shares	Defined	2024-05-14
2022-03-31	$31,233,443	683,984	-8.5%	Shares	Defined	2022-05-16
2021-12-31	$35,190,780	747,436	+45.3%	Shares	Defined	2022-02-17
2021-09-30	$20,955,672	514,410	+19.6%	Shares	Defined	2022-01-20
2021-06-30	$16,235,829	430,119	-9.3%	Shares	Defined	2021-08-13
2021-03-31	$16,042,505	474,396	+9.1%	Shares	Defined	2021-05-17
2020-12-31	$13,116,337	434,729	-21.0%	Shares	Defined	2021-02-12
2020-09-30	$16,923,895	550,573	+17660.4%	Shares	Defined	2020-11-13
2020-09-30	$95,289	3,100	+72.2%	Call	Defined	2020-11-13
2020-09-30	$55,329	1,800	-99.7%	Put	Defined	2020-11-13
2020-06-30	$15,313,010	544,728	+3790.9%	Shares	Defined	2020-08-12
2020-03-31	$280,980	14,000	+400.0%	Call	Defined	2020-05-15
2020-03-31	$56,196	2,800	-99.5%	Put	Defined	2020-05-15
2020-03-31	$12,386,319	617,156	—	Shares	Defined	2020-05-15
No filing history on record for this holder in this stock.