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Darwins River Capital’s O'Reilly Automotive ORLY Stock Holding History

Darwins River 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 		$7.37M Buy
79,986
+25,526
+47% +$2.33M 4.04% 8
2026
Q1 		$5.03M Sell
54,460
-32,459
-37% -$3.04M 2.69% 14
2025
Q4 		$7.93M Buy
+86,919
New +$8.49M 5.32% 8

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 $3.37T AUM 44.26% 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

Darwins River Capital's ORLY Position: Q2 2026 in Review

Darwins River Capital increased its O'Reilly Automotive (ORLY) stake by 47% in Q2 2026, buying an estimated $2.33M and bringing the position to 79,986 shares worth $7.37M. The position accounts for 4.04% of the portfolio, ranked #8.

Darwins River Capital first reported a position in ORLY in Q4 2025 and has held it in 3 quarters since. The position peaked at $7.93M in Q4 2025. 1,658 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

  • Darwins River Capital held 79,986 shares of O'Reilly Automotive worth $7.37M as of Q2 2026.
  • Darwins River Capital bought 25,526 O'Reilly Automotive shares in Q2 2026, an estimated $2.33M.
  • O'Reilly Automotive made up 4.04% of Darwins River Capital's portfolio in Q2 2026, its #8 holding.
  • Darwins River Capital first reported a position in O'Reilly Automotive in Q4 2025 and has held it in 3 quarters since.
  • Darwins River Capital's O'Reilly Automotive position peaked at $7.93M in Q4 2025.
  • 1,658 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

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