First Manhattan’s O'Reilly Automotive ORLY Stock Holding History

First Manhattan’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 Q1	$209M	Sell	2,268,003 -16,612	-0.7%	-$1.56M	0.58%	35
2025 Q4	$208M	Sell	2,284,615 -8,359	-0.4%	-$817K	0.55%	34
2025 Q3	$247M	Sell	2,292,974 -41,554	-2%	-$4.18M	0.65%	31
2025 Q2	$210M	Sell	2,334,528 -295,602	-11%	-$27M	0.59%	30
2025 Q1	$251M	Sell	2,630,130 -219,765	-8%	-$19.1M	0.73%	27
2024 Q4	$229M	Sell	2,849,895 -70,260	-2%	-$5.67M	0.67%	28
2024 Q3	$224M	Sell	2,920,155 -150,015	-5%	-$11M	0.66%	30
2024 Q2	$216M	Buy	3,070,170 +34,050	+1%	+$2.35M	0.69%	29
2024 Q1	$228M	Sell	3,036,120 -122,865	-4%	-$8.59M	0.74%	27
2023 Q4	$196M	Sell	3,158,985 -50,115	-2%	-$3.17M	0.68%	27
2023 Q3	$191M	Sell	3,209,100 -180,720	-5%	-$11.3M	0.7%	23
2023 Q2	$212M	Sell	3,389,820 -29,430	-0.9%	-$1.8M	0.78%	20
2023 Q1	$190M	Sell	3,419,250 -112,140	-3%	-$6.14M	0.73%	24
2022 Q4	$195M	Sell	3,531,390 -200,700	-5%	-$10.8M	0.72%	23
2022 Q3	$172M	Sell	3,732,090 -70,485	-2%	-$3.29M	0.73%	24
2022 Q2	$157M	Buy	3,802,575 +40,530	+1%	+$1.74M	0.63%	31
2022 Q1	$172M	Buy	3,762,045 +16,635	+0.4%	+$743K	0.56%	31
2021 Q4	$176M	Buy	3,745,410 +29,340	+0.8%	+$1.27M	0.58%	33
2021 Q3	$151M	Buy	3,716,070 +53,205	+1%	+$2.13M	0.56%	34
2021 Q2	$138M	Sell	3,662,865 -26,805	-0.7%	-$962K	0.5%	40
2021 Q1	$125M	Buy	3,689,670 +435,465	+13%	+$13.5M	0.54%	38
2020 Q4	$98.2M	Buy	3,254,205 +1,305,225	+67%	+$39.4M	0.47%	39
2020 Q3	$59.9M	Buy	1,948,980 +975,105	+100%	+$29.6M	0.31%	49
2020 Q2	$27.4M	Sell	973,875 -2,280	-0.2%	-$59.6K	0.16%	78
2020 Q1	$19.6M	Buy	976,155 +690	+0.1%	+$17.6K	0.13%	88
2019 Q4	$28.5M	Sell	975,465 -5,475	-0.6%	-$157K	0.14%	86
2019 Q3	$26.1M	Sell	980,940 -1,470	-0.1%	-$38K	0.14%	95
2019 Q2	$24.2M	Sell	982,410 -42,240	-4%	-$1.07M	0.13%	100
2019 Q1	$26.5M	Sell	1,024,650 -15,900	-2%	-$385K	0.15%	90
2018 Q4	$23.9M	Sell	1,040,550 -92,175	-8%	-$2.1M	0.15%	94
2018 Q3	$26.2M	Sell	1,132,725 -39,000	-3%	-$829K	0.14%	100
2018 Q2	$21.4M	Sell	1,171,725 -232,875	-17%	-$4.05M	0.12%	121
2018 Q1	$23.2M	Sell	1,404,600 -14,955	-1%	-$253K	0.13%	115
2017 Q4	$22.8M	Hold	1,419,555	–	–	0.12%	122
2017 Q3	$20.4M	Buy	1,419,555 +1,139,400	+407%	+$15M	0.12%	128
2017 Q2	$4.08M	Sell	280,155 -94,620	-25%	-$1.54M	0.02%	270
2017 Q1	$6.74M	Sell	374,775 -1,950	-0.5%	-$35.2K	0.04%	216
2016 Q4	$6.99M	Hold	376,725	–	–	0.04%	211
2016 Q3	$7.03M	Buy	376,725 +16,725	+5%	+$313K	0.04%	217
2016 Q2	$6.51M	Sell	360,000 -90,000	-20%	-$1.59M	0.04%	217
2016 Q1	$8.21M	Hold	450,000	–	–	0.05%	190
2015 Q4	$7.6M	Sell	450,000 -100,005	-18%	-$1.73M	0.05%	190
2015 Q3	$9.17M	Hold	550,005	–	–	0.06%	167
2015 Q2	$8.29M	Hold	550,005	–	–	0.05%	193
2015 Q1	$7.93M	Sell	550,005 -165	-0%	-$2.22K	0.05%	198
2014 Q4	$7.06M	Buy	550,170 +165	+0%	+$1.93K	0.04%	211
2014 Q3	$5.51M	Hold	550,005	–	–	0.03%	232
2014 Q2	$5.52M	Sell	550,005 -375	-0.1%	-$3.7K	0.04%	226
2014 Q1	$5.44M	Hold	550,380	–	–	0.04%	228
2013 Q4	$4.72M	Buy	550,380 +550,005	+146,668%	+$4.64M	0.03%	246
2013 Q3	$3K	Hold	375	–	–	﹤0.01%	1275
2013 Q2	$3K	Buy	+375	New	+$2.7K	﹤0.01%	1271

Other funds holding ORLY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Manhattan's ORLY Position: Q1 2026 in Review

First Manhattan reduced its O'Reilly Automotive (ORLY) stake by 0.73% in Q1 2026, selling an estimated $1.56M and leaving 2,268,003 shares worth $209M. The position accounts for 0.58% of the portfolio, ranked #35.

First Manhattan first reported a position in ORLY in Q2 2013 and has held it in 52 quarters since. The position peaked at $251M in Q1 2025. 1,649 funds tracked by Wall St. Rank hold ORLY as of Q1 2026.

First Manhattan held 2,268,003 shares of O'Reilly Automotive worth $209M as of Q1 2026.
First Manhattan sold 16,612 O'Reilly Automotive shares in Q1 2026, an estimated $1.56M.
O'Reilly Automotive made up 0.58% of First Manhattan's portfolio in Q1 2026, its #35 holding.
First Manhattan first reported a position in O'Reilly Automotive in Q2 2013 and has held it in 52 quarters since.
First Manhattan's O'Reilly Automotive position peaked at $251M in Q1 2025.
1,649 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2026.

Based on First Manhattan's 13F filing for Q1 2026, filed 15 May 2026.