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Disclosery

Port Capital LLC: ORLY position timeline

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

Port Capital LLC held 928,311 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 928,311 shares
    Change vs previous 13F -14,259 shares

    3.49% of the 13F portfolio, value $85,488,160.

    13F-HR 0001104659-26-097336 filed by Port Capital 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 942,570 shares
    Change vs previous 13F -32,607 shares

    3.87% of the 13F portfolio, value $87,008,637.

    13F-HR 0001104659-26-062522 filed by Port Capital 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 975,177 shares
    Change vs previous 13F +2,585 shares

    3.84% of the 13F portfolio, value $88,945,894.

    13F-HR 0001104659-26-016441 filed by Port Capital 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 972,592 shares
    Change vs previous 13F +2,352 shares

    4.37% of the 13F portfolio, value $104,855,000.

    13F-HR 0001104659-25-112411 filed by Port Capital 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 970,240 shares
    Change vs previous 13F +899,194 shares

    3.72% of the 13F portfolio, value $87,448,000.

    13F-HR 0001104659-25-078671 filed by Port Capital 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 71,046 shares
    Change vs previous 13F -511 shares

    4.61% of the 13F portfolio, value $101,779,000.

    13F-HR 0001104659-25-049491 filed by Port Capital 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 71,557 shares
    Change vs previous 13F +666 shares

    3.87% of the 13F portfolio, value $84,852,000.

    13F-HR 0001104659-25-014092 filed by Port Capital 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 70,891 shares
    Change vs previous 13F not available

    3.66% of the 13F portfolio, value $81,638,000.

    13F-HR 0001104659-24-118811 filed by Port Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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