How many shares of ORLY does FIRST MANHATTAN CO. LLC. own?

As of 2026-Q2, FIRST MANHATTAN CO. LLC. holds 2.2M shares of ORLY (O'REILLY AUTOMOTIVE INC).

What is FIRST MANHATTAN CO. LLC.'s ORLY position worth?

As of 2026-Q2, FIRST MANHATTAN CO. LLC.'s ORLY position is worth $203.8M.

Is FIRST MANHATTAN CO. LLC. buying or selling ORLY?

In 2026-Q2, FIRST MANHATTAN CO. LLC. decreased their ORLY position (-2.4% change in shares).

When did FIRST MANHATTAN CO. LLC. first buy ORLY?

Based on available 13F filings, FIRST MANHATTAN CO. LLC. first reported a position in ORLY in 2018-Q4. They have held the position across 31 quarters.

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FIRST MANHATTAN CO. LLC.

ORLY
31 quarters

Position history for FIRST MANHATTAN CO. LLC.'s holdings in O'REILLY AUTOMOTIVE INC

Current Value

$203.8M

Current Shares

2.2M

Total Value Change

+$179.9M

Total Shares Change

+2.1M

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	2.2M	-2.4%	$203.8M	0.5%	$92.09	0
2026-Q1	Decreased	2.3M	-0.7%	$209.4M	0.6%	$93.87	0
2025-Q4	Decreased	2.3M	-0.4%	$208.4M	0.5%	$91.47	0
2025-Q3	Decreased	2.3M	-1.8%	$247.2M	0.7%	$107.55	0
2025-Q2	Increased	2.3M	+1231.4%	$210.4M	0.6%	$89.16	70
2025-Q1	Decreased	175,342	-7.7%	$251.2M	0.7%	$93.90	0
2024-Q4	Decreased	189,993	-2.4%	$229.4M	0.7%	$78.66	0
2024-Q3	Decreased	194,677	-4.9%	$224.2M	0.7%	$76.40	0
2024-Q2	Increased	204,678	+1.1%	$216.2M	0.7%	$70.40	44
2024-Q1	Decreased	202,408	-3.9%	$228.5M	0.7%	$75.26	0
2023-Q4	Decreased	210,599	-1.6%	$196.2M	0.7%	$63.34	0
2023-Q3	Decreased	213,940	-5.3%	$190.7M	0.7%	$60.59	0
2023-Q2	Decreased	225,988	-0.9%	$211.9M	0.8%	$62.49	0
2023-Q1	Decreased	227,950	-3.2%	$190M	0.7%	$56.10	0
2022-Q4	Decreased	235,426	-5.4%	$195.2M	0.7%	$56.27	0
2022-Q3	Decreased	248,806	-1.9%	$172.1M	0.7%	$47.45	0
2022-Q2	Increased	253,505	+1.1%	$157.4M	0.6%	$42.48	43
2022-Q1	Increased	250,803	+0.4%	$171.8M	0.6%	$46.44	43
2021-Q4	Increased	249,694	+0.8%	$176.3M	0.6%	$46.78	43
2021-Q3	Increased	247,738	+1.4%	$151.4M	0.6%	$41.73	43
2021-Q2	Decreased	244,191	-0.7%	$138.3M	0.5%	$37.66	0
2021-Q1	Increased	245,978	+13.4%	$124.8M	0.5%	$33.94	48
2020-Q4	Increased	216,947	+67.0%	$98.2M	0.5%	$30.12	53
2020-Q3	Increased	129,932	+100.1%	$59.9M	0.3%	$30.22	57
2020-Q2	Decreased	64,925	-0.2%	$27.4M	0.2%	$28.16	0
2020-Q1	Increased	65,077	+0.1%	$19.6M	0.1%	$21.21	34
2019-Q4	Decreased	65,031	-0.6%	$28.5M	0.1%	$29.17	0
2019-Q3	Decreased	65,396	-0.1%	$26.1M	0.1%	$26.30	0
2019-Q2	Decreased	65,494	-4.1%	$24.2M	0.1%	$24.62	0
2019-Q1	Decreased	68,310	-1.5%	$26.5M	0.2%	$25.89	0
2018-Q4	New	69,370	-	$23.9M	0.1%	$22.81	47

Other major holders of ORLY: BNP PARIBAS FINANCIAL MARKETS, VANGUARD GROUP INC

ORLY31 quarters

ORLY
31 quarters