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Pelham Capital’s O'Reilly Automotive ORLY Stock Holding History

Pelham 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 		$15M Buy
163,377
+33,610
+26% +$3.07M 8.57% 6
2026
Q1 		$12M Sell
129,767
-18,250
-12% -$1.71M 9.39% 6
2025
Q4 		$13.5M Hold
148,017
– – 7.18% 10
2025
Q3 		$16M Buy
148,017
+29,307
+25% +$2.95M 7.9% 7
2025
Q2 		$10.7M Sell
118,710
-9,915
-8% -$904K 4.98% 10
2025
Q1 		$12.3M Sell
128,625
-65,925
-34% -$5.74M 6.45% 6
2024
Q4 		$15.4M Buy
194,550
+33,840
+21% +$2.73M 8.99% 6
2024
Q3 		$12.3M Buy
160,710
+40,605
+34% +$2.98M 7.36% 6
2024
Q2 		$8.46M Buy
+120,105
New +$8.3M 5.08% 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

Pelham Capital's ORLY Position: Q2 2026 in Review

Pelham Capital increased its O'Reilly Automotive (ORLY) stake by 26% in Q2 2026, buying an estimated $3.07M and bringing the position to 163,377 shares worth $15M. The position accounts for 8.57% of the portfolio, ranked #6.

Pelham Capital first reported a position in ORLY in Q2 2024 and has held it in 9 quarters since. The position peaked at $16M in Q3 2025. 1,658 funds tracked by Wall St. Rank hold ORLY as of Q2 2026.

  • Pelham Capital held 163,377 shares of O'Reilly Automotive worth $15M as of Q2 2026.
  • Pelham Capital bought 33,610 O'Reilly Automotive shares in Q2 2026, an estimated $3.07M.
  • O'Reilly Automotive made up 8.57% of Pelham Capital's portfolio in Q2 2026, its #6 holding.
  • Pelham Capital first reported a position in O'Reilly Automotive in Q2 2024 and has held it in 9 quarters since.
  • Pelham Capital's O'Reilly Automotive position peaked at $16M in Q3 2025.
  • 1,658 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2026.

Based on Pelham Capital's 13F filing for Q2 2026, filed 13 Aug 2026.