Dudley & Shanley

Dudley & Shanley as of March 31, 2014

Portfolio Holdings for Dudley & Shanley

Dudley & Shanley holds 28 positions in its portfolio as reported in the March 2014 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Linear Technology Corporation 6.2 $31M 632k 48.69
Beacon Roofing Supply (BECN) 5.8 $28M 734k 38.66
Aon 5.7 $28M 335k 84.28
Paccar (PCAR) 5.7 $28M 415k 67.44
Quanta Services (PWR) 5.6 $27M 742k 36.90
Toll Brothers (TOL) 5.2 $26M 717k 35.90
Robert Half International (RHI) 5.0 $25M 592k 41.95
Intel Corporation (INTC) 4.9 $24M 930k 25.81
Fastenal Company (FAST) 4.8 $24M 481k 49.30
Waters Corporation (WAT) 4.7 $23M 214k 108.41
CSX Corporation (CSX) 4.6 $23M 784k 28.97
Intuit (INTU) 4.5 $22M 287k 77.73
Fiserv (FI) 4.3 $21M 377k 56.69
Mettler-Toledo International (MTD) 4.0 $20M 84k 235.68
SM Energy (SM) 3.9 $19M 271k 71.29
Ecolab (ECL) 3.8 $19M 174k 107.99
Solera Holdings 3.7 $18M 290k 63.34
Schlumberger (SLB) 3.7 $18M 188k 97.50
USG Corporation 3.2 $16M 489k 32.72
EnerSys (ENS) 2.5 $12M 178k 69.29
RigNet 2.3 $11M 212k 53.83
Anadarko Petroleum Corporation 2.2 $11M 129k 84.76
Hovnanian Enterprises 1.9 $9.5M 2.0M 4.73
BroadSoft 1.0 $4.9M 183k 26.73
General Electric Company 0.2 $1.1M 42k 25.90
Warren Resources 0.1 $575k 120k 4.80
Intrexon 0.1 $278k 11k 26.29
African Potash 0.0 $150k 3.0M 0.05