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

Samlyn 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
2025 Q4	–	Sell	-1,324,426	Closed	-$143M	–	95
2025 Q3	$143M	Buy	1,324,426 +251,749	+23%	+$25.3M	2.03%	15
2025 Q2	$96.7M	Buy	+1,072,677	New	+$97.8M	1.4%	21
2022 Q4	–	Sell	-1,777,935	Closed	-$83.4M	–	106
2022 Q3	$83.4M	Buy	1,777,935 +804,075	+83%	+$37.5M	1.59%	23
2022 Q2	$41M	Buy	+973,860	New	+$41.9M	0.82%	35
2019 Q1	–	Sell	-624,810	Closed	-$14.3M	–	133
2018 Q4	$14.3M	Buy	+624,810	New	+$14.2M	0.37%	75
2018 Q2	–	Sell	-650,445	Closed	-$10.7M	–	155
2018 Q1	$10.7M	Buy	+650,445	New	+$11M	0.26%	87
2017 Q2	–	Sell	-811,830	Closed	-$14.6M	–	157
2017 Q1	$14.6M	Sell	811,830 -2,145,825	-73%	-$38.8M	0.37%	82
2016 Q4	$54.9M	Buy	2,957,655 +420,900	+17%	+$7.69M	1.28%	30
2016 Q3	$47.4M	Buy	2,536,755 +1,408,755	+125%	+$26.4M	1.18%	29
2016 Q2	$20.4M	Sell	1,128,000 -589,170	-34%	-$10.4M	0.53%	64
2016 Q1	$31.3M	Buy	+1,717,170	New	+$29.3M	0.7%	58

Other funds holding ORLY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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

Principal Financial Group

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

Fidelity Investments

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

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return