Position in ORLY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$252,368,685
-$71,978,561 QoQ
Shares Held
2,740,457
-22.0% QoQ
Ownership
0.339%
of shares outstanding
% of Portfolio
5.92%
of 13F equity value
Holder Rank
#47
of 1,646 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 86%
Shared 0%
None 14%
Common Shares in ORLY Over Time
Shares Held
Position Value (USD)
Position in Auto Parts
Consumer Cyclical · as of Jun 30, 2026MARSHFIELD ASSOCIATES holds $688,208,596 across 2 Auto Parts names. ORLY ranks #2 (36.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AZO |
Autozone Inc
|
136,373 | $435,839,911 | |
| 2 | ORLY |
O Reilly Automotive Inc
This page
|
2,740,457 | $252,368,685 |
All Filings in ORLY
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $252,368,685 | 2,740,457 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $324,347,246 | 3,513,674 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $356,324,999 | 3,906,644 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $407,354,263 | 3,778,446 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $347,537,404 | 3,855,957 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $412,463,991 | 287,917 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $363,231,731 | 306,318 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $350,239,410 | 304,133 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $319,865,789 | 302,886 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $339,982,682 | 301,168 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $286,679,190 | 301,742 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $239,697,415 | 263,734 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $246,145,592 | 257,663 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $206,996,727 | 243,818 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $204,111,051 | 241,829 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $169,501,019 | 240,991 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $154,442,454 | 244,464 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $169,863,230 | 247,990 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $174,271,433 | 246,763 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $150,704,993 | 246,629 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $141,033,727 | 249,084 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $122,565,923 | 241,628 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $110,425,147 | 243,996 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $114,575,737 | 248,494 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $105,278,224 | 249,670 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $74,901,240 | 248,800 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||