O'Reilly Automotive, Inc.
US ˙ NasdaqGS ˙ US67103H1077

SecurityORLY / O'Reilly Automotive, Inc.
InstitutionPrincipal Street Partners, LLC
Latest Disclosed Ownership8,624 shares
Latest Disclosed Value $ 796,082
Principal Street Partners, LLC reports 8.93% increase in ownership of ORLY / O'Reilly Automotive, Inc.

On May 15, 2026 - Principal Street Partners, LLC filed a 13F-HR form disclosing ownership of 8,624 shares of O'Reilly Automotive, Inc. (US:ORLY) valued at $796,081 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 7,917 shares of O'Reilly Automotive, Inc.. This represents a change in shares of 8.93% during the quarter. The current value of the position is $753,565 USD.

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.

Upgrade to unlock premium data and export to Excel .

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 O'REILLY AUTOMOTIVE Common stock 67103H107 8,624 707 8.93 796 10.25 0.1299
2026-02-17 2025-12-31 13F O'REILLY AUTOMOTIVE Common stock 67103H107 7,917 -134 -1.66 722 -16.72 0.1218
2025-11-14 2025-09-30 13F O'REILLY AUTOMOTIVE Common stock 67103H107 8,051 -2,764 -25.56 868 -10.99 0.1385
2025-08-14 2025-06-30 13F O'REILLY AUTOMOTIVE Common stock 67103H107 10,815 10,215 1,702.50 975 13.39 0.0956
2025-05-15 2025-03-31 13F O'REILLY AUTOMOTIVE Common stock 67103H107 600 -25 -4.00 860 15.92 0.1599
2025-02-18 2024-12-31 13F O'REILLY AUTOMOTIVE Common stock 67103H107 625 0 0.00 741 4.22 0.1457
2024-11-13 2024-09-30 13F O'REILLY AUTOMOTIVE Common stock 67103H107 625 -31 -4.73 712 2.75 0.1164
2024-08-14 2024-06-30 13F O'REILLY AUTOMOTIVE Common stock 67103H107 656 -70 -9.64 693 -14.57 0.1241
2024-05-15 2024-03-31 13F O'REILLY AUTOMOTIVE Common stock 67103H107 726 70 10.67 811 30.02 0.1532
2024-02-07 2023-12-31 13F O'REILLY AUTOMOTIVE Common stock 67103H107 656 -26 -3.81 623 0.65 0.1504
2023-11-01 2023-09-30 13F O'REILLY AUTOMOTIVE Common stock 67103H107 682 -56 -7.59 620 -12.20 0.1228
2023-08-21 2023-06-30 13F/A-1 O'REILLY AUTOMOTIVE Common stock 67103H107 738 2 0.27 705 12.98 0.1676
2023-08-15 2023-06-30 13F O'REILLY AUTOMOTIVE Common stock 67103H107 736 0 625 0.1579
2023-05-11 2023-03-31 13F O'REILLY AUTOMOTIVE Common stock 67103H107 736 -140 -15.98 625 -15.56 0.1579
2023-02-15 2022-12-31 13F O'REILLY AUTOMOTIVE Common stock 67103H107 876 -57 -6.11 739 12.48 0.1863
2022-11-14 2022-09-30 13F O'REILLY AUTOMOTIVE Common stock 67103H107 933 933 657 0.1751
2021-11-10 2021-09-30 13F O'Reilly Automotive Common stock 67103H107 0 -481 -100.00 0 -100.00
2021-08-10 2021-06-30 13F O'Reilly Automotive Common stock 67103H107 481 -1,032 -68.21 272 -64.58 0.0718
2021-05-13 2021-03-31 13F O'Reilly Automotive Common stock 67103H107 1,513 455 43.01 768 60.33 0.0991
2021-02-16 2020-12-31 13F O'Reilly Automotive Common stock 67103H107 1,058 132 14.25 479 12.18 0.1467
2020-11-12 2020-09-30 13F O'Reilly Automotive Common stock 67103H107 926 0 0.00 427 9.49 0.1500
2020-08-14 2020-06-30 13F O'Reilly Automotive Common stock 67103H107 926 -52 -5.32 390 32.20 0.1457
2020-05-14 2020-03-31 13F O'Reilly Automotive Common stock 67103H107 978 132 15.60 295 -20.49 0.1238
2020-03-04 2019-12-31 13F O'Reilly Automotive Common stock 67103H107 846 -153 -15.32 371 -6.08 0.0827
2019-11-14 2019-09-30 13F O REILLY AUTOMOTIVE INC NEW COM Common stock 67103H107 999 -282 -22.01 395 -16.49 0.0989
2019-08-15 2019-06-30 13F O REILLY AUTOMOTIVE Common stock 67103H107 1,281 1,281 473 0.2609
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.