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First Manhattan Co

SEC CIK
0000728083
Latest filing
Aug 14, 2026

ORLY holding history

O Reilly Automotive Inc in every 13F filed by First Manhattan Co, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ORLY overviewAll 13F holders of ORLYFull Q2 2026 holdings

Shares (Q2 2026)
2,213,280
Value
$203.8M
% of portfolio
0.5%
Quarters held
22
Since Q1 2021
Holdings of ORLY by First Manhattan Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,213,280$203.8M0.5%−54,723−2.4%ReducedHolders
Q1 20262,268,003$209.4M0.6%−16,612−0.7%ReducedHolders
Q4 20252,284,615$208.4M0.5%−8,359−0.4%ReducedHolders
Q3 20252,292,974$247.2M0.7%−41,554−1.8%ReducedHolders
Q2 20252,334,528$210.4M0.6%−295,602−11.2%ReducedConverted for a 15-for-1 splitHolders
Q1 2025175,342$251.2M0.7%−14,651−7.7%ReducedHolders
Q4 2024189,993$229.4M0.7%−4,684−2.4%ReducedHolders
Q3 2024194,677$224.2M0.7%−10,001−4.9%ReducedHolders
Q2 2024204,678$216.2M0.7%+2,270+1.1%AddedHolders
Q1 2024202,408$228.5M0.7%−8,191−3.9%ReducedHolders
Q4 2023210,599$196.2M0.7%−3,341−1.6%ReducedHolders
Q3 2023213,940$190.7M0.7%−12,048−5.3%ReducedHolders
Q2 2023225,988$211.9M0.8%−1,962−0.9%ReducedHolders
Q1 2023227,950$190.0M0.7%−7,476−3.2%ReducedHolders
Q4 2022235,426$195.2M0.7%−13,380−5.4%ReducedHolders
Q3 2022248,806$172.1M0.7%−4,699−1.9%ReducedHolders
Q2 2022253,505$157.4M0.6%+2,702+1.1%AddedHolders
Q1 2022250,803$171.8M0.6%+1,109+0.4%AddedHolders
Q4 2021249,694$176.3M0.6%+1,956+0.8%AddedHolders
Q3 2021247,738$151.4M0.6%+3,547+1.5%AddedHolders
Q2 2021244,191$138.3M0.5%−1,787−0.7%ReducedHolders
Q1 2021245,978$124.8M0.5%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.