SEC 13F Intelligence

Seascape Capital Management / ORLY

Seascape Capital Management’s Oreilly Automotive Inc Position

Does Seascape Capital Management own Oreilly Automotive Inc (ORLY)? Yes53.7K shares worth $5M (+1.43% of its 13F portfolio) as of Q1 2026, up from 53.2K shares the prior filed quarter.

Position Value
$5M
Q1 2026
Shares
53.7K
% of Portfolio
+1.43%
Quarters Held
26
currently held

Position History ORLY

Reported value by quarter
Q4 ’19: $2MQ4 ’19Q1 ’20: $2MQ2 ’20: $2MQ3 ’20: $2MQ4 ’20: $2MQ4 ’20Q1 ’21: $2MQ2 ’21: $2MQ3 ’21: $2MQ4 ’21: $3MQ4 ’21Q1 ’22: $3MQ2 ’22: $3MQ3 ’22: $3MQ4 ’22: $3MQ4 ’22Q1 ’23: $3MQ2 ’23: $3MQ3 ’23: $3MQ4 ’23: $3MQ4 ’23Q1 ’24: $4MQ2 ’24: $4MQ3 ’24: $4MQ4 ’24: $4MQ4 ’24Q1 ’25: $5MQ2 ’25: $4MQ3 ’25: $5MQ4 ’25: $5MQ4 ’25Q1 ’26: $5Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202653.7K$5M+1.43%
Q4 202553.2K$5M+1.38%
Q3 202550.1K$5M+1.55%
Q2 202548.2K$4M+1.37%
Q1 20253.3K$5M+1.66%
Q4 20243.4K$4M+1.41%
Q3 20243.4K$4M+1.40%
Q2 20243.5K$4M+1.39%
Q1 20243.5K$4M+1.47%
Q4 20233.4K$3M+1.37%
Q3 20233.4K$3M+1.48%
Q2 20233.5K$3M+1.57%
Q1 20233.6K$3M+1.57%
Q4 20224.1K$3M+1.88%
Q3 20224.0K$3M+1.94%
Q2 20224.1K$3M+1.56%
Q1 20224.0K$3M+1.42%
Q4 20214.1K$3M+1.35%
Q3 20213.9K$2M+1.23%
Q2 20213.8K$2M+1.12%
Q1 20213.8K$2M+1.06%
Q4 20204.4K$2M+1.15%
Q3 20204.7K$2M+1.38%
Q2 20204.7K$2M+1.42%
Q1 20205.1K$2M+1.39%
Q4 20195.0K$2M+1.56%

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