SEC 13F Intelligence

First Manhattan Co. LLC. / ORLY

First Manhattan Co. LLC.’s Oreilly Automotive Inc Position

Does First Manhattan Co. LLC. own Oreilly Automotive Inc (ORLY)? Yes — 2.27M shares worth $209M (+0.58% of its 13F portfolio) as of Q1 2026, down from 2.28M shares the prior filed quarter.

Position Value
$209M
Q1 2026
Shares
2.27M
% of Portfolio
+0.58%
Quarters Held
30
currently held

Position History ORLY

Reported value by quarter
Q4 ’18: $24MQ4 ’18Q1 ’19: $27MQ2 ’19: $24MQ3 ’19: $26MQ4 ’19: $29MQ4 ’19Q1 ’20: $20MQ2 ’20: $27MQ3 ’20: $60MQ4 ’20: $98MQ4 ’20Q1 ’21: $125MQ2 ’21: $138MQ3 ’21: $151MQ4 ’21: $176MQ4 ’21Q1 ’22: $172MQ2 ’22: $157MQ3 ’22: $172MQ4 ’22: $195MQ4 ’22Q1 ’23: $190MQ2 ’23: $212MQ3 ’23: $191MQ4 ’23: $196MQ4 ’23Q1 ’24: $228MQ2 ’24: $216MQ3 ’24: $224MQ4 ’24: $229MQ4 ’24Q1 ’25: $251MQ2 ’25: $210MQ3 ’25: $247MQ4 ’25: $208MQ4 ’25Q1 ’26: $209Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20262.27M$209M+0.58%
Q4 20252.28M$208M+0.55%
Q3 20252.29M$247M+0.65%
Q2 20252.33M$210M+0.59%
Q1 2025175.3K$251M+0.73%
Q4 2024190.0K$229M+0.67%
Q3 2024194.7K$224M+0.66%
Q2 2024204.7K$216M+0.69%
Q1 2024202.4K$228M+0.74%
Q4 2023210.6K$196M+0.68%
Q3 2023213.9K$191M+0.70%
Q2 2023226.0K$212M+0.78%
Q1 2023227.9K$190M+0.73%
Q4 2022235.4K$195M+0.72%
Q3 2022248.8K$172M+0.73%
Q2 2022253.5K$157M+0.63%
Q1 2022250.8K$172M+0.56%
Q4 2021249.7K$176M+0.58%
Q3 2021247.7K$151M+0.56%
Q2 2021244.2K$138M+0.50%
Q1 2021246.0K$125M+0.54%
Q4 2020216.9K$98M+0.47%
Q3 2020129.9K$60M+0.31%
Q2 202064.9K$27M+0.16%
Q1 202065.1K$20M+0.13%
Q4 201965.0K$29M+0.14%
Q3 201965.4K$26M+0.14%
Q2 201965.5K$24M+0.13%
Q1 201968.3K$27M+0.15%
Q4 201869.4K$24M+0.15%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See First Manhattan Co. LLC.’s full portfolio or all institutional holders of ORLY.