Isthmus Partners’s O'Reilly Automotive ORLY Stock Holding History

Isthmus Partners’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	$325K	Hold	3,525	–	–	0.03%	194
2026 Q1	$325K	Hold	3,525	–	–	0.03%	181
2025 Q4	$322K	Hold	3,525	–	–	0.04%	172
2025 Q3	$380K	Buy	3,525 +375	+12%	+$37.7K	0.08%	91
2025 Q2	$284K	Hold	3,150	–	–	0.03%	191
2025 Q1	$301K	Sell	3,150 -75	-2%	-$6.53K	0.04%	182
2024 Q4	$255K	Hold	3,225	–	–	0.03%	197
2024 Q3	$248K	Sell	3,225 -75	-2%	-$5.51K	0.03%	185
2024 Q2	$232K	Hold	3,300	–	–	0.03%	186
2024 Q1	$248K	Hold	3,300	–	–	0.03%	189
2023 Q4	$209K	Hold	3,300	–	–	0.03%	191
2023 Q3	$200K	Hold	3,300	–	–	0.03%	167
2023 Q2	$210K	Buy	+3,300	New	+$202K	0.03%	165
2021 Q3	–	Sell	-3,450	Closed	-$130K	–	232
2021 Q2	$130K	Buy	+3,450	New	+$124K	0.02%	162
2019 Q2	–	Sell	-6,001,245	Closed	-$6.31M	–	187
2019 Q1	$6.31M	Buy	+6,001,245	New	+$145M	1.54%	38
2018 Q4	–	Sell	-3,450	Closed	-$80K	–	242
2018 Q3	$80K	Hold	3,450	–	–	0.02%	155
2018 Q2	$63K	Hold	3,450	–	–	0.02%	165
2018 Q1	$57K	Hold	3,450	–	–	0.02%	169
2017 Q4	$55K	Hold	3,450	–	–	0.02%	169
2017 Q3	$50K	Hold	3,450	–	–	0.01%	175
2017 Q2	$50K	Hold	3,450	–	–	0.01%	176
2017 Q1	$62K	Hold	3,450	–	–	0.02%	168
2016 Q4	$64K	Hold	3,450	–	–	0.02%	174
2016 Q3	$64K	Buy	+3,450	New	+$64.7K	0.02%	164

Other funds holding ORLY

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

HIC

Harvey Investment Company Louisville, Kentucky $918M AUM 14.93% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Isthmus Partners's ORLY Position: Q2 2026 in Review

Isthmus Partners held its O'Reilly Automotive (ORLY) position steady in Q2 2026 at 3,525 shares worth $325K. The position accounts for 0.03% of the portfolio, ranked #194.

Isthmus Partners first reported a position in ORLY in Q3 2016 and has held it in 24 quarters since. The position peaked at $6.31M in Q1 2019. 457 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

Isthmus Partners held 3,525 shares of O'Reilly Automotive worth $325K as of Q2 2026.
Isthmus Partners left its O'Reilly Automotive share count unchanged in Q2 2026.
O'Reilly Automotive made up 0.03% of Isthmus Partners's portfolio in Q2 2026, its #194 holding.
Isthmus Partners first reported a position in O'Reilly Automotive in Q3 2016 and has held it in 24 quarters since.
Isthmus Partners's O'Reilly Automotive position peaked at $6.31M in Q1 2019.
457 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on Isthmus Partners's 13F filing for Q2 2026, filed 20 Jul 2026.