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South Street Advisors LLC: ORLY position timeline

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

South Street Advisors LLC held 180,591 ORLY shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 180,591 shares
    Change vs previous 13F +2,829 shares

    2.16% of the 13F portfolio, value $16,630,625.

    13F-HR 0001172661-26-003079 filed by South Street Advisors 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 177,762 shares
    Change vs previous 13F +1,948 shares

    2.38% of the 13F portfolio, value $16,409,210.

    13F-HR 0001172661-26-001789 filed by South Street Advisors 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 175,814 shares
    Change vs previous 13F -16,503 shares

    2.25% of the 13F portfolio, value $16,035,995.

    13F-HR 0001172661-26-000551 filed by South Street Advisors 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 192,317 shares
    Change vs previous 13F +5,407 shares

    2.72% of the 13F portfolio, value $20,733,696.

    13F-HR 0001172661-25-004820 filed by South Street Advisors 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 186,910 shares
    Change vs previous 13F +174,206 shares

    2.5% of the 13F portfolio, value $16,846,198.

    13F-HR 0001172661-25-003333 filed by South Street Advisors 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 12,704 shares
    Change vs previous 13F -106 shares

    2.98% of the 13F portfolio, value $18,199,496.

    13F-HR 0001172661-25-002217 filed by South Street Advisors 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 12,810 shares
    Change vs previous 13F +328 shares

    2.33% of the 13F portfolio, value $15,190,098.

    13F-HR 0001172661-25-000620 filed by South Street Advisors 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 12,482 shares
    Change vs previous 13F not available

    2.18% of the 13F portfolio, value $14,374,271.

    13F-HR 0001172661-24-004496 filed by South Street Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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