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MARSICO CAPITAL MANAGEMENT LLC: ORLY position timeline

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

MARSICO CAPITAL MANAGEMENT LLC held 269,301 ORLY shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 269,301 shares
    Change vs previous 13F +133,161 shares

    0.65% of the 13F portfolio, value $24,799,929.

    13F-HR 0001398344-26-014278 filed by MARSICO CAPITAL MANAGEMENT LLC
    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 136,140 shares
    Change vs previous 13F 0 shares

    0.37% of the 13F portfolio, value $12,567,083.

    13F-HR 0001398344-26-009045 filed by MARSICO CAPITAL MANAGEMENT LLC
    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 136,140 shares
    Change vs previous 13F -65,245 shares

    0.35% of the 13F portfolio, value $12,417,329.

    13F-HR 0001398344-26-002815 filed by MARSICO CAPITAL MANAGEMENT LLC
    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 201,385 shares
    Change vs previous 13F -81,245 shares

    0.56% of the 13F portfolio, value $21,711,317.

    13F-HR 0001398344-25-020776 filed by MARSICO CAPITAL MANAGEMENT LLC
    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 282,630 shares
    Change vs previous 13F +263,788 shares

    0.69% of the 13F portfolio, value $25,473,442.

    13F-HR 0001398344-25-014999 filed by MARSICO CAPITAL MANAGEMENT LLC
    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 18,842 shares
    Change vs previous 13F -844 shares

    0.93% of the 13F portfolio, value $26,992,672.

    13F-HR 0001398344-25-009330 filed by MARSICO CAPITAL MANAGEMENT LLC
    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 19,686 shares
    Change vs previous 13F -6,293 shares

    0.63% of the 13F portfolio, value $23,343,659.

    13F-HR 0001398344-25-002660 filed by MARSICO CAPITAL MANAGEMENT LLC
    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 25,979 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $29,917,416.

    13F-HR 0001398344-24-020420 filed by MARSICO CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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