NICHOLAS COMPANY, INC.

Position in MOD — Modine Manufacturing Co

CIK 903949 MILWAUKEE, WI

Position in MOD

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

Position Value

$8,681,402

+$3,308,293 QoQ

Shares Held

40,060

-0.5% QoQ

Ownership

0.076%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2025

4 quarters on record

Voting authority Sole 0.8861707438841737.ToString("F0")% Shared 0.ToString("F0")% None 99.11382925611582.ToString("F0")%

Consumer Cyclical · as of Mar 31, 2026

NICHOLAS COMPANY, INC. holds $105,093,804 across 3 Auto Parts names. MOD ranks #2 (8.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ORLY	O Reilly Automotive Inc	960,195	$88,635,600
2	MOD	Modine Manufacturing Co This page	40,060	$8,681,402
3	DORM	Dorman Products, Inc.	74,519	$7,776,802

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$8,681,402	40,060	-0.5%	Shares	Sole	2026-05-04
2025-12-31	$5,373,109	40,245	0.0%	Shares	Sole	2026-02-04
2025-09-30	$5,721,229	40,245	+42.3%	Shares	Sole	2025-11-12
2025-06-30	$2,785,580	28,280	—	Shares	Sole	2025-08-05
No filing history on record for this holder in this stock.