Dudley & Shanley

Dudley & Shanley as of Dec. 31, 2012

Portfolio Holdings for Dudley & Shanley

Dudley & Shanley holds 33 positions in its portfolio as reported in the December 2012 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Beacon Roofing Supply (BECN) 6.2 $25M 759k 33.28
Adobe Systems Incorporated (ADBE) 5.6 $23M 599k 37.68
Toll Brothers (TOL) 5.5 $22M 686k 32.33
Polypore International 5.3 $22M 463k 46.50
Linear Technology Corporation 5.2 $21M 614k 34.30
Fiserv (FI) 5.1 $21M 263k 79.03
Robert Half International (RHI) 4.7 $19M 594k 31.82
Waters Corporation (WAT) 4.5 $18M 210k 87.12
Henry Schein (HSIC) 4.5 $18M 225k 80.42
Intuit (INTU) 4.3 $18M 296k 59.48
Mettler-Toledo International (MTD) 4.3 $17M 89k 193.30
EnerSys (ENS) 4.2 $17M 457k 37.63
Paychex (PAYX) 4.2 $17M 550k 31.10
SM Energy (SM) 4.2 $17M 327k 52.21
Paccar (PCAR) 4.0 $16M 362k 45.21
Gardner Denver 3.8 $15M 225k 68.50
Ecolab (ECL) 3.8 $15M 213k 71.90
Intel Corporation (INTC) 3.6 $15M 707k 20.62
Hovnanian Enterprises 3.5 $14M 2.0M 7.00
Solera Holdings 3.4 $14M 256k 53.47
Anadarko Petroleum Corporation 3.1 $12M 167k 74.31
Schlumberger (SLB) 2.8 $11M 163k 69.30
Fastenal Company (FAST) 2.7 $11M 235k 46.65
Proshares Ultrashort 20+y Tr etf (TBT) 0.4 $1.7M 26k 63.47
General Electric Company 0.2 $886k 42k 21.00
Microsoft Corporation (MSFT) 0.2 $718k 27k 26.69
EMC Corporation 0.2 $713k 28k 25.28
Ritchie Bros. Auctioneers Inco 0.1 $627k 30k 20.90
Verizon Communications (VZ) 0.1 $398k 9.2k 43.26
Delta Air Lines (DAL) 0.0 $178k 15k 11.87
Great Lakes Dredge & Dock Corporation (GLDD) 0.0 $179k 20k 8.95
Petromanas Energy 0.0 $180k 1.0M 0.18
African Potash 0.0 $50k 1.0M 0.05