Balyasny Asset Management
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Balyasny Asset Management’s O'Reilly Automotive ORLY Stock Holding History

Balyasny Asset Management’s Portfolio ORLY Stock Details ORLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.31M Buy
25,100
+18,100
+259% +$1.65M ﹤0.01% 1743
2026
Q1 		$646K Buy
7,000
+3,300
+89% +$309K ﹤0.01% 2249
2025
Q4 		$337K Sell
3,700
-200
-5% -$19.5K ﹤0.01% 2684
2025
Q3 		$420K Buy
+3,900
New +$392K ﹤0.01% 2462
2021
Q3 		– Sell
-15,000
Closed -$566K – 2298
2021
Q2 		$566K Buy
+15,000
New +$538K ﹤0.01% 1520

Other funds holding ORLY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Balyasny Asset Management's ORLY Position: Q2 2026 in Review

Balyasny Asset Management increased its O'Reilly Automotive (ORLY) stake by 6.7% in Q2 2026, buying an estimated $17.2M and bringing the position to 2,996,975 shares worth $276M. The position accounts for 0.34% of the portfolio, ranked #39.

Balyasny Asset Management first reported a position in ORLY in Q2 2013 and has held it in 41 quarters since. 1,666 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

  • Balyasny Asset Management held 2,996,975 shares of O'Reilly Automotive worth $276M as of Q2 2026.
  • Balyasny Asset Management bought 188,708 O'Reilly Automotive shares in Q2 2026, an estimated $17.2M.
  • O'Reilly Automotive made up 0.34% of Balyasny Asset Management's portfolio in Q2 2026, its #39 holding.
  • Balyasny Asset Management first reported a position in O'Reilly Automotive in Q2 2013 and has held it in 41 quarters since.
  • 1,666 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.