SEC 13F Intelligence

Balyasny Asset Management L.P. / ORLY

Balyasny Asset Management L.P.’s Oreilly Automotive Inc Position

Does Balyasny Asset Management L.P. own Oreilly Automotive Inc (ORLY)? Yes2.81M shares worth $259M (+0.34% of its 13F portfolio) as of Q1 2026, up from 1.78M shares the prior filed quarter.

Position Value
$259M
Q1 2026
Shares
2.81M
% of Portfolio
+0.34%
Quarters Held
26
currently held

Position History ORLY

Reported value by quarter
Q4 ’18: $6MQ4 ’18Q1 ’19: $4MQ3 ’19: $67MQ4 ’19: $56MQ2 ’20: $30MQ2 ’20Q3 ’20: $25MQ4 ’20: $13MQ1 ’21: $24MQ2 ’21: $93MQ2 ’21Q3 ’21: $74MQ4 ’21: $140MQ3 ’22: $54MQ4 ’22: $169MQ4 ’22Q1 ’23: $108MQ2 ’23: $71MQ3 ’23: $96MQ4 ’23: $22MQ4 ’23Q1 ’24: $13MQ2 ’24: $771,980Q3 ’24: $3MQ4 ’24: $136MQ4 ’24Q1 ’25: $55MQ2 ’25: $518,878Q3 ’25: $966,193Q4 ’25: $163MQ4 ’25Q1 ’26: $259Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20262.81M$259M+0.34%
Q4 20251.78M$163M+0.21%
Q3 20259.0K$966,1930.00%
Q2 20255.8K$518,8780.00%
Q1 202538.2K$55M+0.09%
Q4 2024115.0K$136M+0.20%
Q3 20242.2K$3M0.00%
Q2 2024731$771,9800.00%
Q1 202411.4K$13M+0.02%
Q4 202323.6K$22M+0.04%
Q3 2023105.9K$96M+0.20%
Q2 202374.3K$71M+0.16%
Q1 2023127.5K$108M+0.27%
Q4 2022200.3K$169M+0.46%
Q3 202277.2K$54M+0.17%
Q4 2021198.4K$140M+0.48%
Q3 2021121.7K$74M+0.31%
Q2 2021163.8K$93M+0.44%
Q1 202147.7K$24M+0.12%
Q4 202027.7K$13M+0.07%
Q3 202054.9K$25M+0.19%
Q2 202071.2K$30M+0.26%
Q4 2019128.7K$56M+0.34%
Q3 2019167.1K$67M+0.46%
Q1 20199.1K$4M+0.02%
Q4 201818.5K$6M+0.05%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Balyasny Asset Management L.P.’s full portfolio or all institutional holders of ORLY.