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Direct holding

Which NZ managed funds hold O'Reilly Automotive?

14 funds hold O'Reilly Automotive directly, across 5 managers. Weights are the percentage of each fund's net assets, as filed with the FMA.

FMA Disclose — full portfolio holdings

Direct holdings only. Funds that hold O'Reilly Automotive indirectly — through an underlying fund, trust or ETF — are not listed here. Disclose filings do not distinguish a wrapper from a security, so this page cannot see through one. It is a floor, not a total.

FundManager% of fund
Clarity Global Shares FundClarity1.00%
Kernel S&P 500 (Unhedged) FundKernel0.140%
Kernel S&P 500 (NZD Hedged) FundKernel0.140%
Kernel Global ESG FundKernel0.130%
Simplicity Hedged Global Share FundSimplicity0.120%
Simplicity Unhedged Global Share FundSimplicity0.120%
Simplicity High Growth Investment FundSimplicity0.090%
Simplicity Growth Investment FundSimplicity0.070%
Simplicity Balanced Investment FundSimplicity0.050%
Booster Shielded Growth FundBooster0.040%
Harbour Balanced Growth FundHarbour0.020%
Simplicity Conservative Investment FundSimplicity0.020%
Kernel High Growth FundKernel0.020%
Kernel Balanced FundKernel0.010%

Funds holding O'Reilly Automotive usually also hold

Companies that appear alongside O'Reilly Automotive in the same funds' filings.

How this security was matched

Disclose filings carry no security code, so managers spell the same holding differently. These 4 spellings were treated as O'Reilly Automotive — shown so you can check the grouping rather than take it on trust.

  • O REILLY AUTOMOTIVE INC
  • O'Reilly Automotive
  • O'Reilly Automotive Inc
  • O'Reilly Automotive Ord Shs

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