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Mattern Capital Management’s O'Reilly Automotive ORLY Stock Holding History

Mattern Capital 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 		$1.06M Buy
11,510
+2,849
+33% +$260K 0.12% 117
2026
Q1 		$799K Buy
8,661
+1,726
+25% +$162K 0.1% 119
2025
Q4 		$633K Buy
6,935
+305
+5% +$29.8K 0.07% 131
2025
Q3 		$715K Buy
6,630
+669
+11% +$67.3K 0.08% 131
2025
Q2 		$537K Buy
5,961
+636
+12% +$58K 0.06% 137
2025
Q1 		$509K Buy
5,325
+330
+7% +$28.7K 0.06% 131
2024
Q4 		$395K Buy
4,995
+195
+4% +$15.7K 0.05% 133
2024
Q3 		$369K Buy
4,800
+795
+20% +$58.4K 0.05% 133
2024
Q2 		$282K Buy
4,005
+1,050
+36% +$72.6K 0.04% 145
2024
Q1 		$222K Buy
+2,955
New +$207K 0.03% 155

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

Mattern Capital Management's ORLY Position: Q2 2026 in Review

Mattern Capital Management increased its O'Reilly Automotive (ORLY) stake by 33% in Q2 2026, buying an estimated $260K and bringing the position to 11,510 shares worth $1.06M. The position accounts for 0.12% of the portfolio, ranked #117.

Mattern Capital Management first reported a position in ORLY in Q1 2024 and has held it in 10 quarters since. 1,658 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

  • Mattern Capital Management held 11,510 shares of O'Reilly Automotive worth $1.06M as of Q2 2026.
  • Mattern Capital Management bought 2,849 O'Reilly Automotive shares in Q2 2026, an estimated $260K.
  • O'Reilly Automotive made up 0.12% of Mattern Capital Management's portfolio in Q2 2026, its #117 holding.
  • Mattern Capital Management first reported a position in O'Reilly Automotive in Q1 2024 and has held it in 10 quarters since.
  • 1,658 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on Mattern Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.