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South Street Advisors’s O'Reilly Automotive ORLY Stock Holding History

South Street Advisors’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
Q1 		$16.4M Buy
177,762
+1,948
+1% +$183K 2.38% 19
2025
Q4 		$16M Sell
175,814
-16,503
-9% -$1.61M 2.25% 20
2025
Q3 		$20.7M Buy
192,317
+5,407
+3% +$544K 2.72% 15
2025
Q2 		$16.8M Sell
186,910
-3,650
-2% -$333K 2.5% 19
2025
Q1 		$18.2M Sell
190,560
-1,590
-0.8% -$138K 2.98% 15
2024
Q4 		$15.2M Buy
192,150
+4,920
+3% +$397K 2.33% 18
2024
Q3 		$14.4M Sell
187,230
-4,650
-2% -$342K 2.18% 20
2024
Q2 		$13.5M Buy
191,880
+2,955
+2% +$204K 2.05% 21
2024
Q1 		$14.2M Buy
188,925
+6,510
+4% +$455K 2.27% 20
2023
Q4 		$11.6M Buy
182,415
+5,115
+3% +$323K 2.16% 24
2023
Q3 		$10.7M Buy
177,300
+2,640
+2% +$166K 2.16% 21
2023
Q2 		$11.1M Sell
174,660
-25,200
-13% -$1.54M 2.21% 22
2023
Q1 		$11.3M Buy
199,860
+585
+0.3% +$32.1K 2.32% 21
2022
Q4 		$11.2M Buy
199,275
+915
+0.5% +$49.2K 2.48% 23
2022
Q3 		$9.3M Buy
+198,360
New +$9.25M 2.29% 22

Other funds holding ORLY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

South Street Advisors's ORLY Position: Q1 2026 in Review

South Street Advisors increased its O'Reilly Automotive (ORLY) stake by 1.1% in Q1 2026, buying an estimated $183K and bringing the position to 177,762 shares worth $16.4M. The position accounts for 2.38% of the portfolio, ranked #19.

South Street Advisors first reported a position in ORLY in Q3 2022 and has held it in 15 quarters since. The position peaked at $20.7M in Q3 2025. 1,649 funds tracked by Wall St. Rank hold ORLY as of Q1 2026.

  • South Street Advisors held 177,762 shares of O'Reilly Automotive worth $16.4M as of Q1 2026.
  • South Street Advisors bought 1,948 O'Reilly Automotive shares in Q1 2026, an estimated $183K.
  • O'Reilly Automotive made up 2.38% of South Street Advisors's portfolio in Q1 2026, its #19 holding.
  • South Street Advisors first reported a position in O'Reilly Automotive in Q3 2022 and has held it in 15 quarters since.
  • South Street Advisors's O'Reilly Automotive position peaked at $20.7M in Q3 2025.
  • 1,649 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2026.

Based on South Street Advisors's 13F filing for Q1 2026, filed 13 May 2026.