Cartenna Capital’s O'Reilly Automotive ORLY Stock Holding History

Cartenna Capital’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	$18.4M	Buy	+200,000	New	+$18.2M	0.44%	46

Other funds holding ORLY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Cartenna Capital's ORLY Position: Q2 2026 in Review

Cartenna Capital opened a new position in O'Reilly Automotive (ORLY) in Q2 2026: 350,000 shares worth $32.2M. The stake represents 0.77% of the portfolio and ranks #40 among its holdings. This is a return to the name: Cartenna Capital previously reported a position in ORLY as recently as Q2 2022.

Cartenna Capital first reported a position in ORLY in Q1 2022 and has held it in 3 quarters since. 1,662 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

Cartenna Capital held 350,000 shares of O'Reilly Automotive worth $32.2M as of Q2 2026.
O'Reilly Automotive was a new Cartenna Capital position in Q2 2026.
O'Reilly Automotive made up 0.77% of Cartenna Capital's portfolio in Q2 2026, its #40 holding.
Cartenna Capital first reported a position in O'Reilly Automotive in Q1 2022 and has held it in 3 quarters since.
1,662 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on Cartenna Capital's 13F filing for Q2 2026, filed 14 Aug 2026.