SPEECE THORSON CAPITAL GROUP INC
Position in ORLY — O Reilly Automotive Inc
CIK 900169
MINNETONKA, MN
Position in ORLY
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$15,110,127
+$3,387,127 QoQ
Shares Held
164,080
+29.2% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
3.23%
of 13F equity value
Holder Rank
#312
of 1,646 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ORLY Over Time
Shares Held
Position Value (USD)
Position in Auto Parts
Consumer Cyclical · as of Jun 30, 2026SPEECE THORSON CAPITAL GROUP INC holds $30,200,537 across 2 Auto Parts names. ORLY ranks #1 (50.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ORLY |
O Reilly Automotive Inc
This page
|
164,080 | $15,110,127 | |
| 2 | GNTX |
Gentex Corp
|
597,167 | $15,090,410 |
All Filings in ORLY
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,110,127 | 164,080 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $11,723,000 | 126,996 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $13,513,126 | 148,154 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $16,841,215 | 156,212 | Shares | Sole | 2025-11-20 | |
| 2025-06-30 | $14,233,059 | 157,917 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $14,812,872 | 10,340 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $15,346,617 | 12,942 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $14,983,461 | 13,011 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $13,783,695 | 13,052 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $14,996,048 | 13,284 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $17,338,969 | 18,250 | Shares | Sole | 2024-02-23 | |
| 2023-09-30 | $16,516,721 | 18,173 | Shares | Sole | 2023-11-20 | |
| 2023-06-30 | $17,380,737 | 18,194 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $18,014,517 | 21,219 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $18,116,270 | 21,464 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $17,303,113 | 24,601 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $15,040,298 | 23,807 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $13,448,504 | 19,634 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $18,210,846 | 25,786 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $17,836,215 | 29,189 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $18,502,027 | 32,677 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $16,661,149 | 32,846 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $12,884,653 | 28,470 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $13,327,531 | 28,905 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $13,511,977 | 32,044 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $11,350,488 | 37,703 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||