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Disclosery

Shellback Capital, LP: ORLY position timeline

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

Shellback Capital, LP held 45,000 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 45,000 shares
    Change vs previous 13F +45,000 shares

    0.36% of the 13F portfolio, value $4,144,050.

    13F-HR 0000902664-26-003487 filed by Shellback Capital, LP
    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 0 shares
    Change vs previous 13F -58,000 shares

    13F-HR 0000902664-26-002514 filed by Shellback Capital, LP
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-12-31
    13F 58,000 shares
    Change vs previous 13F -138,000 shares

    0.5% of the 13F portfolio, value $5,290,180.

    13F-HR 0000902664-26-001075 filed by Shellback Capital, LP
    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 196,000 shares
    Change vs previous 13F +40,000 shares

    1.34% of the 13F portfolio, value $21,130,760.

    13F-HR 0000902664-25-005047 filed by Shellback Capital, LP
    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 156,000 shares
    Change vs previous 13F +139,336 shares

    0.94% of the 13F portfolio, value $14,060,280.

    13F-HR 0000902664-25-003678 filed by Shellback Capital, LP
    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 16,664 shares
    Change vs previous 13F +6,664 shares

    2.31% of the 13F portfolio, value $23,872,513.

    13F-HR 0000902664-25-002383 filed by Shellback Capital, LP
    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 10,000 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $11,858,000.

    13F-HR 0000902664-25-001047 filed by Shellback Capital, LP
    Filed (acceptance time not in the bulk data set), ingested

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