O'Reilly Automotive, Inc.
MX ˙ BMV ˙ US67103H1077
SecurityMX:ORLY / O'Reilly Automotive, Inc.
InstitutionVoleon Capital Management Lp
Latest Disclosed Ownership412,238 shares
Latest Disclosed Value $ 38,053,690
Voleon Capital Management Lp reports 34.10% increase in ownership of ORLY / O'Reilly Automotive, Inc.

On May 15, 2026 - Voleon Capital Management Lp filed a 13F-HR form disclosing ownership of 412,238 shares of O'Reilly Automotive, Inc. (MX:ORLY) valued at $38,053,690 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 307,419 shares of O'Reilly Automotive, Inc.. This represents a change in shares of 34.10% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F OREILLY AUTOMOTIVE COM 67103H107 412,238 104,819 34.10 38,054 35.71 0.8205
2026-02-17 2025-12-31 13F OREILLY AUTOMOTIVE COM 67103H107 307,419 240,870 361.94 28,040 290.84 0.6031
2025-11-14 2025-09-30 13F OREILLY AUTOMOTIVE COM 67103H107 66,549 25,416 61.79 7,175 93.53 0.1752
2025-08-14 2025-06-30 13F OREILLY AUTOMOTIVE COM 67103H107 41,133 37,944 1,189.84 3,707 -18.85 0.2033
2025-05-16 2025-03-31 13F OREILLY AUTOMOTIVE COM 67103H107 3,189 -3,219 -50.23 4,568 -39.88 0.3576
2025-02-14 2024-12-31 13F OREILLY AUTOMOTIVE COM 67103H107 6,408 6,408 7,599 0.5643
2020-05-15 2020-03-31 13F O REILLY AUTOMOTIVE INC COM 67103H107 0 -15,000 -100.00 0 -100.00
2020-02-14 2019-12-31 13F O REILLY AUTOMOTIVE INC COM 67103H107 15,000 15,000 6,574 0.3807
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.