Dudley & Shanley

Dudley & Shanley as of Sept. 30, 2011

Portfolio Holdings for Dudley & Shanley

Dudley & Shanley holds 32 positions in its portfolio as reported in the September 2011 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
SM Energy (SM) 8.5 $29M 470k 60.65
Polypore International 6.7 $23M 399k 56.52
Intuit (INTU) 6.0 $20M 420k 47.44
Nalco Holding Company 5.6 $19M 536k 34.98
Linear Technology Corporation 5.4 $18M 652k 27.65
Intel Corporation (INTC) 5.1 $17M 799k 21.34
Paychex (PAYX) 4.8 $16M 605k 26.37
Henry Schein (HSIC) 4.7 $16M 256k 62.01
Adobe Systems Incorporated (ADBE) 4.7 $16M 648k 24.17
Mettler-Toledo International (MTD) 4.5 $15M 108k 139.96
Fiserv (FI) 4.4 $15M 289k 50.77
Waters Corporation (WAT) 4.3 $14M 190k 75.49
Rollins (ROL) 4.2 $14M 756k 18.71
Gardner Denver 4.2 $14M 219k 63.55
Robert Half International (RHI) 4.1 $14M 646k 21.22
EnerSys (ENS) 4.0 $13M 667k 20.02
Ecolab (ECL) 3.6 $12M 248k 48.89
Paccar (PCAR) 3.4 $11M 333k 33.82
Fastenal Company (FAST) 3.1 $11M 316k 33.28
Occidental Petroleum Corporation (OXY) 3.0 $10M 142k 71.50
Schlumberger (SLB) 2.9 $9.8M 163k 59.73
Diamond Offshore Drilling 1.1 $3.5M 64k 54.73
Hathor Exploration 0.3 $1.1M 284k 3.82
General Electric Company 0.3 $1.0M 68k 15.22
Microsoft Corporation (MSFT) 0.3 $903k 36k 24.89
Beacon Roofing Supply (BECN) 0.2 $652k 41k 16.00
EMC Corporation 0.2 $609k 29k 21.00
Ford Motor Company (F) 0.1 $483k 50k 9.66
Verizon Communications (VZ) 0.1 $385k 11k 36.84
Vonage Holdings 0.1 $304k 117k 2.60
Toll Brothers (TOL) 0.1 $167k 12k 14.40
Standard Exploration 0.0 $7.1k 55k 0.13