Holdings (Monthly)
Guide ↗
Nicholas II, Inc.
| # | Name | Ticker | Since | Shares | Shares Δ | Value | Val Δ% | % Port | Cat |
|---|---|---|---|---|---|---|---|---|---|
| 1 | DATADOG INC | DDOG | Apr 2026 | 105,645 | NEW | $14.0M | — | 1.59% | EC |
| 2 | CHARLES RIVER LABORATORIES INTERNATIONAL INC | CRL | Apr 2026 | 71,040 | NEW | $11.9M | — | 1.35% | EC |
| 3 | ARTHUR J. GALLAGHER & COMPANY | AJG | Apr 2026 | 18,410 | NEW | $3.8M | — | 0.43% | EC |
| 4 | TRADEWEB MARKETS INC | TW | Apr 2026 | 26,654 | NEW | $3.0M | — | 0.34% | EC |
| 5 | TPG Inc | N/A | Apr 2026 | 153,405 | NEW | $0 | — | 0.00% | — |