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Institutional Investment Manager
NICHOLAS COMPANY, INC.
NICHOLAS COMPANY, INC. (CIK: 0000903949) incorporated in Wisconsin, located at 411 E. Wisconsin Ave., Milwaukee, WI. Institutional holdings reported to the SEC.

Institutional Holdings (2014Q4)
Portfolio Summary: 236 holdings with a total value of $4,880,088,000.
#
Name
Shares
Value ($)
%
Options
Notes
51 XILINX INC 80,075 3,466,000 0.07%
52 WOODWARD INC 70,650 3,478,000 0.07%
53 ECHO GLOBAL LOGISTICS INC COM 123,555 3,607,000 0.07%
54 TANGOE INC COM DELETED 277,380 3,614,000 0.07%
55 BEACON ROOFING SUPPLY INC 131,250 3,648,000 0.07%
56 HEICO CORP NEW 60,565 3,658,000 0.07%
57 WHITEWAVE FOODS CO 105,090 3,677,000 0.08%
58 KRISPY KREME DOUGHNT 186,935 3,690,000 0.08%
59 MONRO MUFFLER BRAKE INC 65,655 3,794,000 0.08%
60 BROWN & BROWN INC 116,085 3,820,000 0.08%
61 GLOBUS MED INC 161,575 3,840,000 0.08%
62 TREEHOUSE FOODS INC 45,435 3,886,000 0.08%
63 DORMAN PRODUCTS INC 80,760 3,898,000 0.08%
64 IBERIABANK CORP COM 60,820 3,944,000 0.08%
65 SIRONA DENTAL SYS INC 45,480 3,973,000 0.08%
66 DELPHI AUTOMOTIVE PLC 55,050 4,003,000 0.08%
67 ACADIA COMPANY COM 65,680 4,020,000 0.08%
68 SOLARWINDS INC 80,800 4,026,000 0.08%
69 A.O. Smith Corporation 71,650 4,041,000 0.08%
70 SM Energy Co 104,845 4,044,000 0.08%
71 FIRST FINL BANCORP OH COM 218,104 4,054,000 0.08%
72 THOR INDS INC 73,160 4,087,000 0.08%
73 MERIT MED SYS INC COM 237,405 4,114,000 0.08%
74 BORGWARNER INC 75,100 4,126,000 0.08%
75 REXNORD CORP NEW COM 146,445 4,131,000 0.08%
76 COMMUNITY BK SYS INC COM 109,545 4,176,000 0.09%
77 SP PLUS CORP COM 166,655 4,204,000 0.09%
78 PRESTIGE BRANDS HLDGS INC 121,125 4,205,000 0.09%
79 CULLEN FROST BANKERS INC 60,060 4,242,000 0.09%
80 WEX INC 42,935 4,247,000 0.09%
81 UNITED NATURAL FOODSINC 55,400 4,283,000 0.09%
82 MARTEN TRANS LTD COM 196,852 4,303,000 0.09%
83 LA Z BOY INC COM 161,635 4,338,000 0.09%
84 CHURCH & DWIGHT 55,050 4,338,000 0.09%
85 HEARTLAND PMT SYS INC 80,830 4,360,000 0.09%
86 REGAL BELOIT CORP 58,070 4,366,000 0.09%
87 MWI VETERINARY SUP 25,755 4,376,000 0.09%
88 SUNTRUST BKS INC 105,100 4,403,000 0.09%
89 KNIGHT TRANSN INC 131,445 4,424,000 0.09%
90 CARDTRONICS INC COM 116,160 4,481,000 0.09%
91 HUNTINGTON BANCSHARES INC 440,450 4,633,000 0.09%
92 CAVIUM INC 75,710 4,680,000 0.10%
93 CROSSTEX ENERGY INC 132,615 4,715,000 0.10%
94 GENERAC HLDGS INC 100,855 4,715,000 0.10%
95 BOTTOMLINE TECH DEL INC COM 186,810 4,722,000 0.10%
96 FORTINET INC 156,080 4,785,000 0.10%
97 STERIS PLC 75,350 4,886,000 0.10%
98 HARLEY DAVIDSON INC 75,070 4,947,000 0.10%
99 CONCHO RESOURCES 50,060 4,993,000 0.10%
100 EURONET WORLDWIDE INC 90,965 4,993,000 0.10%
Page 2 of 5

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000903949-15-000002, filed 2015.02.13).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.