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MARSHFIELD ASSOCIATES: ORLY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MARSHFIELD ASSOCIATES on ORLY, newest first. How the timeline and the estimate are built.

MARSHFIELD ASSOCIATES held 2,740,457 ORLY shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,740,457 shares
    Change vs previous 13F -773,217 shares

    5.92% of the 13F portfolio, value $252,368,685.

    13F-HR 0001172661-26-003813 filed by MARSHFIELD ASSOCIATES
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 3,513,674 shares
    Change vs previous 13F -392,970 shares

    6.5% of the 13F portfolio, value $324,347,247.

    13F-HR 0001172661-26-002329 filed by MARSHFIELD ASSOCIATES
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 3,906,644 shares
    Change vs previous 13F +128,198 shares

    6.25% of the 13F portfolio, value $356,324,999.

    13F-HR 0001172661-26-001075 filed by MARSHFIELD ASSOCIATES
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 3,778,446 shares
    Change vs previous 13F -77,511 shares

    7.05% of the 13F portfolio, value $407,354,263.

    13F-HR 0001172661-25-005042 filed by MARSHFIELD ASSOCIATES
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 3,855,957 shares
    Change vs previous 13F +3,568,040 shares

    7.1% of the 13F portfolio, value $347,537,404.

    13F-HR 0001172661-25-003456 filed by MARSHFIELD ASSOCIATES
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 287,917 shares
    Change vs previous 13F -18,401 shares

    8.94% of the 13F portfolio, value $412,464,136.

    13F-HR 0001172661-25-002352 filed by MARSHFIELD ASSOCIATES
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 306,318 shares
    Change vs previous 13F +2,185 shares

    7.87% of the 13F portfolio, value $363,231,884.

    13F-HR 0001172661-25-001106 filed by MARSHFIELD ASSOCIATES
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 304,133 shares
    Change vs previous 13F not available

    7.43% of the 13F portfolio, value $350,239,563.

    13F-HR 0000950123-24-011950 filed by MARSHFIELD ASSOCIATES
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).