South Street Advisors LLC / ORLY
South Street Advisors LLC’s Oreilly Automotive Inc Position
Does South Street Advisors LLC own Oreilly Automotive Inc (ORLY)? Yes — 177.8K shares worth $16M (+2.38% of its 13F portfolio) as of Q1 2026, up from 175.8K shares the prior filed quarter.
Position Value
$16M
Q1 2026
Shares
177.8K
% of Portfolio
+2.38%
Quarters Held
15
currently held
Position History ORLY
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 177.8K | $16M | +2.38% |
| Q4 2025 | 175.8K | $16M | +2.25% |
| Q3 2025 | 192.3K | $21M | +2.72% |
| Q2 2025 | 186.9K | $17M | +2.50% |
| Q1 2025 | 12.7K | $18M | +2.98% |
| Q4 2024 | 12.8K | $15M | +2.33% |
| Q3 2024 | 12.5K | $14M | +2.18% |
| Q2 2024 | 12.8K | $14M | +2.05% |
| Q1 2024 | 12.6K | $14M | +2.27% |
| Q4 2023 | 12.2K | $12M | +2.16% |
| Q3 2023 | 11.8K | $11M | +2.16% |
| Q2 2023 | 11.6K | $11M | +2.21% |
| Q1 2023 | 13.3K | $11M | +2.32% |
| Q4 2022 | 13.3K | $11M | +2.48% |
| Q3 2022 | 13.2K | $9M | +2.29% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See South Street Advisors LLC’s full portfolio or all institutional holders of ORLY.