NICHOLAS COMPANY, INC.

Position in ODFL — Old Dominion Freight Line, Inc.

CIK 903949 MILWAUKEE, WI

Position in ODFL

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$20,697,213

+$2,015,996 QoQ

Shares Held

95,555

-0.1% QoQ

Ownership

0.046%

of shares outstanding

% of Portfolio

0.38%

of 13F equity value

Holder Rank

#147

of 1,017 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Industrials · as of Jun 30, 2026

NICHOLAS COMPANY, INC. holds $31,630,188 across 3 Trucking names. ODFL ranks #1 (65.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ODFL	Old Dominion Freight Line, Inc. This page	95,555	$20,697,213
2	MRTN	Marten Transport Ltd	315,135	$5,467,592
3	KNX	Knight-Swift Transportation Holdings Inc.	70,186	$5,465,383

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$20,697,213	95,555	-0.1%	Shares	Sole	2026-08-05
2026-03-31	$18,681,217	95,605	+0.1%	Shares	Sole	2026-05-04
2025-12-31	$14,982,240	95,550	-0.0%	Shares	Sole	2026-02-04
2025-09-30	$13,456,456	95,585	+0.0%	Shares	Sole	2025-11-12
2025-06-30	$15,507,765	95,550	-0.0%	Shares	Sole	2025-08-05
2025-03-31	$15,811,229	95,565	0.0%	Shares	Sole	2025-05-08
2024-12-31	$16,857,666	95,565	+6.1%	Shares	Sole	2025-02-10
2024-09-30	$17,891,504	90,070	-2.1%	Shares	Sole	2024-11-12
2024-06-30	$16,252,498	92,030	0.0%	Shares	Sole	2024-07-24
2024-03-31	$20,183,099	92,030	+100.0%	Shares	Sole	2024-05-14
2023-12-31	$18,651,259	46,015	-0.0%	Shares	Sole	2024-02-13
2023-09-30	$18,828,622	46,020	-5.7%	Shares	Sole	2024-02-13
2023-06-30	$18,051,195	48,820	-0.0%	Shares	Sole	2024-02-13
2023-03-31	$16,641,513	48,825	-13.6%	Shares	Sole	2024-02-13
2022-12-31	$16,029,313	56,485	0.0%	Shares	Sole	2024-02-13
2022-09-30	$14,051,773	56,485	-1.2%	Shares	Sole	2024-02-13
2022-06-30	$14,659,216	57,200	+0.4%	Shares	Sole	2024-02-13
2022-03-31	$17,024,760	57,000	-5.8%	Shares	Sole	2024-02-13
2021-12-31	$21,694,533	60,535	-0.0%	Shares	Sole	2022-02-11
2021-09-30	$17,314,659	60,545	-0.0%	Shares	Sole	2021-11-15
2021-06-30	$15,367,590	60,550	-0.0%	Shares	Sole	2021-08-12
2021-03-31	$14,558,027	60,555	-0.6%	Shares	Sole	2021-05-14
2020-12-31	$11,896,221	60,950	0.0%	Shares	Sole	2021-02-10
2020-09-30	$11,027,074	60,950	-0.0%	Shares	Sole	2020-11-13
2020-06-30	$10,337,358	60,955	-1.7%	Shares	Sole	2020-08-13
2020-03-31	$8,135,494	61,980	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.