NICHOLAS COMPANY, INC.

Position in ORLY — O Reilly Automotive Inc

CIK 903949 MILWAUKEE, WI

Position in ORLY

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

Position Value

$88,635,600

+$994,648 QoQ

Shares Held

960,195

-0.1% QoQ

Ownership

0.116%

of shares outstanding

% of Portfolio

1.83%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.5915465087820703.ToString("F0")% Shared 0.ToString("F0")% None 99.40845349121793.ToString("F0")%

Consumer Cyclical · as of Mar 31, 2026

NICHOLAS COMPANY, INC. holds $105,093,804 across 3 Auto Parts names. ORLY ranks #1 (84.3% of the industry book) .

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

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$88,635,600	960,195	-0.1%	Shares	Sole	2026-05-04
2025-12-31	$87,640,952	960,870	-2.1%	Shares	Sole	2026-02-04
2025-09-30	$105,845,162	981,775	-9.0%	Shares	Sole	2025-11-12
2025-06-30	$97,216,020	1,078,620	+1399.9%	Shares	Sole	2025-08-05
2025-03-31	$6,868,072	71,913	-27.2%	Shares	Sole	2025-05-08
2024-12-31	$7,804,141	98,720	-11.0%	Shares	Sole	2025-02-10
2024-09-30	$8,516,922	110,936	-0.5%	Shares	Sole	2024-11-12
2024-06-30	$7,847,652	111,466	-2.3%	Shares	Sole	2024-07-24
2024-03-31	$8,586,340	114,091	0.0%	Shares	Sole	2024-05-14
2023-12-31	$7,226,375	114,091	-1.3%	Shares	Sole	2024-02-13
2023-09-30	$7,006,466	115,636	-0.0%	Shares	Sole	2024-02-13
2023-06-30	$7,365,112	115,646	-0.0%	Shares	Sole	2024-02-13
2023-03-31	$6,545,696	115,651	-4.5%	Shares	Sole	2024-02-13
2022-12-31	$6,817,290	121,156	-19.9%	Shares	Sole	2024-02-13
2022-09-30	$7,093,331	151,276	+0.0%	Shares	Sole	2024-02-13
2022-06-30	$6,370,494	151,256	-0.0%	Shares	Sole	2024-02-13
2022-03-31	$6,907,410	151,266	-1.0%	Shares	Sole	2024-02-13
2021-12-31	$7,193,705	152,791	-0.1%	Shares	Sole	2022-02-11
2021-09-30	$6,227,551	152,871	-0.0%	Shares	Sole	2021-11-15
2021-06-30	$5,770,844	152,881	-0.0%	Shares	Sole	2021-08-12
2021-03-31	$5,170,438	152,896	-16.5%	Shares	Sole	2021-05-14
2020-12-31	$5,522,283	183,031	0.0%	Shares	Sole	2021-02-10
2020-09-30	$5,626,134	183,031	+0.0%	Shares	Sole	2020-11-13
2020-06-30	$5,144,817	183,016	+0.1%	Shares	Sole	2020-08-13
2020-03-31	$3,670,823	182,901	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.