NICHOLAS COMPANY, INC.

Position in DCI — DONALDSON Co INC

CIK 903949 MILWAUKEE, WI

Position in DCI

as of Mar 31, 2026 · filed May 4, 2026 Compact

Position Value

$3,235,668

-$2,729,376 QoQ

Shares Held

38,125

-43.3% QoQ

Ownership

0.033%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2023

12 quarters on record

Voting authority Sole 1.0885245901639344.ToString("F0")% Shared 0.ToString("F0")% None 98.91147540983607.ToString("F0")%

Industrials · as of Mar 31, 2026

NICHOLAS COMPANY, INC. holds $221,825,977 across 9 Specialty Industrial Machinery names. DCI ranks #8 (1.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ETN	Eaton Corp plc	181,180	$64,802,650
2	ITW	Illinois Tool Works Inc	175,280	$45,623,631
3	AOS	Smith A O Corp	385,643	$25,429,299
4	IEX	Idex Corp /De/	132,583	$25,131,107
5	NDSN	Nordson Corp	90,975	$24,204,808
6	AME	Ametek Inc/	109,358	$23,441,980
7	ROK	Rockwell Automation, Inc	19,641	$7,048,762
8	DCI	DONALDSON Co INC This page	38,125	$3,235,668

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,235,668	38,125	-43.3%	Shares	Sole	2026-05-04
2025-12-31	$5,965,044	67,280	-6.4%	Shares	Sole	2026-02-04
2025-09-30	$5,882,150	71,865	-0.0%	Shares	Sole	2025-11-12
2025-06-30	$4,984,531	71,875	-0.0%	Shares	Sole	2025-08-05
2025-03-31	$4,821,949	71,905	+0.0%	Shares	Sole	2025-05-08
2024-12-31	$4,840,781	71,875	0.0%	Shares	Sole	2025-02-10
2024-09-30	$5,297,187	71,875	0.0%	Shares	Sole	2024-11-12
2024-06-30	$5,143,375	71,875	0.0%	Shares	Sole	2024-07-24
2024-03-31	$5,367,625	71,875	0.0%	Shares	Sole	2024-05-14
2023-12-31	$4,697,031	71,875	+15.0%	Shares	Sole	2024-02-13
2023-09-30	$3,726,307	62,480	+68.7%	Shares	Sole	2024-02-13
2023-06-30	$2,315,370	37,040	—	Shares	Sole	2024-02-13
No filing history on record for this holder in this stock.