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Holdings (Monthly) Guide ↗

Nicholas Limited Edition, Inc.

Monthly Holdings $346M AUM 18 positions Period Jul 2026 Filed Sep 22, 2026 EDGAR ↗ ← All Funds
All 3 New 8 Added 18 Reduced 5 Exited · Jul 2026 vs Jan 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 EPLUS INC PLUS Jan 2026 82,705 -1,368 $7.6M +5.9% 2.21% EC
2 TETRA TECH INC TTEK Jan 2026 202,560 -8,805 $6.7M -15.6% 1.94% EC
3 OPENLANE INC OPLN Jan 2026 160,636 -50,015 $6.4M +0.9% 1.85% EC
4 I3 VERTICALS INC IIIV Jan 2026 291,085 -35,690 $6.1M -15.5% 1.77% EC
5 TENABLE HOLDINGS INC TENB Jan 2026 177,627 -12,270 $5.8M +38.4% 1.68% EC
6 GLOBUS MEDICAL INC GMED Jan 2026 70,062 -7,700 $5.5M -21.7% 1.60% EC
7 A.O. SMITH CORP AOS Jan 2026 91,246 -4,665 $5.5M -22.2% 1.59% EC
8 LATTICE SEMICONDUCTOR CORP LSCC Jan 2026 41,805 -38,110 $5.2M -19.3% 1.50% EC
9 POWER INTEGRATIONS INC POWI Jan 2026 84,800 -24,405 $5.1M +2.6% 1.49% EC
10 MODINE MANUFACTURING COMPANY MOD Jan 2026 24,415 -15,290 $4.9M -33.0% 1.42% EC
11 KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC KNX Jan 2026 69,396 -60,569 $4.8M -32.6% 1.40% EC
12 MARTEN TRANSPORT LTD MRTN Jan 2026 312,281 -81,350 $4.6M -4.6% 1.34% EC
13 ONTO INNOVATION INC ONTO Jan 2026 16,186 -20,425 $4.2M -43.4% 1.21% EC
14 DONALDSON COMPANY INC DCI Jan 2026 37,710 -6,765 $3.6M -21.6% 1.03% EC
15 US BANK MMDA - USBGFS 9 8AMMF0JA0 Jan 2026 2,829,876 -770,616 $2.8M -21.4% 0.82% STIV
16 CONSTRUCTION PARTNERS INC ROAD Jan 2026 24,323 -8,958 $2.5M -31.3% 0.73% EC
17 MURPHY USA INC MUSA Jan 2026 4,040 -3,995 $2.5M -27.7% 0.71% EC
18 WINGSTOP INC WING Jan 2026 15,826 -6,430 $2.0M -65.3% 0.59% EC