Dudley & Shanley

Dudley & Shanley as of March 31, 2013

Portfolio Holdings for Dudley & Shanley

Dudley & Shanley holds 31 positions in its portfolio as reported in the March 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Beacon Roofing Supply (BECN) 6.8 $28M 736k 38.66
Adobe Systems Incorporated (ADBE) 6.2 $26M 593k 43.52
Linear Technology Corporation 5.7 $24M 613k 38.37
Toll Brothers (TOL) 5.6 $23M 684k 34.24
Fiserv (FI) 5.3 $22M 253k 87.86
Robert Half International (RHI) 5.3 $22M 586k 37.53
EnerSys (ENS) 5.0 $21M 457k 45.58
Paccar (PCAR) 5.0 $21M 407k 50.56
Intel Corporation (INTC) 4.8 $20M 913k 21.84
Henry Schein (HSIC) 4.8 $20M 215k 92.55
SM Energy (SM) 4.8 $20M 335k 59.22
Waters Corporation (WAT) 4.8 $20M 210k 93.91
Intuit (INTU) 4.7 $19M 296k 65.66
Polypore International 4.5 $19M 463k 40.18
Mettler-Toledo International (MTD) 4.4 $18M 86k 213.22
Ecolab (ECL) 4.1 $17M 213k 80.18
Solera Holdings 3.6 $15M 257k 58.33
Anadarko Petroleum Corporation 3.5 $15M 167k 87.45
Schlumberger (SLB) 3.3 $14M 181k 74.89
Fastenal Company (FAST) 2.9 $12M 236k 51.33
Hovnanian Enterprises 2.8 $12M 2.0M 5.77
Proshares Ultrashort 20+y Tr etf (TBT) 1.1 $4.7M 71k 65.71
General Electric Company 0.2 $964k 42k 23.12
Microsoft Corporation (MSFT) 0.2 $758k 27k 28.60
Ritchie Bros. Auctioneers Inco 0.2 $651k 30k 21.70
EMC Corporation 0.2 $674k 28k 23.90
CSX Corporation (CSX) 0.1 $282k 12k 24.63
Delta Air Lines (DAL) 0.1 $259k 16k 16.50
Warren Resources 0.1 $252k 78k 3.21
African Potash 0.0 $100k 2.0M 0.05
Petromanas Energy 0.0 $10k 100k 0.10