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Invariant Investment Management’s O'Reilly Automotive ORLY Stock Holding History

Invariant Investment 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 		$861K Sell
10,216
-54
-0.5% -$4.93K 0.5% 29
2026
Q1 		$970K Buy
10,270
+260
+3% +$24.4K 0.6% 24
2025
Q4 		$939K Buy
+10,010
New +$978K 0.6% 22

Other funds holding ORLY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Invariant Investment Management's ORLY Position: Q2 2026 in Review

Invariant Investment Management reduced its O'Reilly Automotive (ORLY) stake by 0.53% in Q2 2026, selling an estimated $4.93K and leaving 10,216 shares worth $861K. The position accounts for 0.5% of the portfolio, ranked #29.

Invariant Investment Management first reported a position in ORLY in Q4 2025 and has held it in 3 quarters since. The position peaked at $970K in Q1 2026. 1,094 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

  • Invariant Investment Management held 10,216 shares of O'Reilly Automotive worth $861K as of Q2 2026.
  • Invariant Investment Management sold 54 O'Reilly Automotive shares in Q2 2026, an estimated $4.93K.
  • O'Reilly Automotive made up 0.5% of Invariant Investment Management's portfolio in Q2 2026, its #29 holding.
  • Invariant Investment Management first reported a position in O'Reilly Automotive in Q4 2025 and has held it in 3 quarters since.
  • Invariant Investment Management's O'Reilly Automotive position peaked at $970K in Q1 2026.
  • 1,094 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on Invariant Investment Management's 13F filing for Q2 2026, filed 8 Jul 2026.