Dudley & Shanley

Dudley & Shanley as of June 30, 2013

Portfolio Holdings for Dudley & Shanley

Dudley & Shanley holds 32 positions in its portfolio as reported in the June 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Beacon Roofing Supply (BECN) 6.4 $27M 720k 37.88
Adobe Systems Incorporated (ADBE) 5.7 $24M 533k 45.56
Linear Technology Corporation 5.3 $23M 613k 36.84
SM Energy (SM) 5.3 $23M 376k 59.98
Toll Brothers (TOL) 5.2 $22M 684k 32.63
Intel Corporation (INTC) 5.2 $22M 913k 24.23
Paccar (PCAR) 5.1 $22M 406k 53.66
Waters Corporation (WAT) 4.9 $21M 210k 100.05
Robert Half International (RHI) 4.5 $20M 586k 33.23
Polypore International 4.4 $19M 466k 40.30
Intuit (INTU) 4.2 $18M 296k 61.04
Fiserv (FI) 4.1 $18M 202k 87.41
Mettler-Toledo International (MTD) 4.0 $17M 86k 201.19
Xylem (XYL) 4.0 $17M 643k 26.94
Henry Schein (HSIC) 3.9 $17M 173k 95.74
EnerSys (ENS) 3.8 $16M 335k 49.04
Quanta Services (PWR) 3.8 $16M 616k 26.46
Ecolab (ECL) 3.5 $15M 175k 85.19
Anadarko Petroleum Corporation 3.4 $14M 167k 85.93
Solera Holdings 3.3 $14M 257k 55.65
Schlumberger (SLB) 3.0 $13M 181k 71.66
Hovnanian Enterprises 2.6 $11M 2.0M 5.61
Fastenal Company (FAST) 2.5 $11M 230k 45.79
Proshares Ultrashort 20+y Tr etf (TBT) 1.2 $5.3M 74k 72.43
General Electric Company 0.2 $967k 42k 23.19
Microsoft Corporation (MSFT) 0.2 $915k 27k 34.53
Ford Motor Company (F) 0.2 $789k 51k 15.47
Delta Air Lines (DAL) 0.1 $294k 16k 18.73
Warren Resources 0.1 $280k 110k 2.55
CSX Corporation (CSX) 0.1 $266k 12k 23.23
African Potash 0.0 $60k 2.0M 0.03
Petromanas Energy 0.0 $10k 100k 0.10