Dudley & Shanley

Dudley & Shanley as of March 31, 2015

Portfolio Holdings for Dudley & Shanley

Dudley & Shanley holds 27 positions in its portfolio as reported in the March 2015 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Aon 6.4 $32M 330k 96.12
Linear Technology Corporation 6.0 $30M 632k 46.80
Knight Transportation 5.8 $29M 888k 32.25
Paccar (PCAR) 5.6 $28M 438k 63.14
Toll Brothers (TOL) 5.5 $28M 701k 39.34
Beacon Roofing Supply (BECN) 5.4 $27M 857k 31.30
USG Corporation 5.4 $27M 997k 26.70
Robert Half International (RHI) 5.0 $25M 413k 60.52
MetLife (MET) 5.0 $25M 494k 50.55
Quanta Services (PWR) 5.0 $25M 867k 28.53
Xylem (XYL) 4.9 $24M 693k 35.02
EnerSys (ENS) 4.5 $23M 351k 64.24
Ecolab (ECL) 4.5 $23M 197k 114.38
Fiserv (FI) 4.5 $22M 282k 79.40
Fastenal Company (FAST) 4.4 $22M 525k 41.44
Intel Corporation (INTC) 4.2 $21M 675k 31.27
CSX Corporation (CSX) 4.0 $20M 603k 33.12
ABM Industries (ABM) 3.4 $17M 531k 31.86
Mettler-Toledo International (MTD) 3.3 $16M 49k 328.66
Waters Corporation (WAT) 3.0 $15M 120k 124.32
SM Energy (SM) 1.9 $9.2M 178k 51.68
Hovnanian Enterprises 1.4 $7.1M 2.0M 3.56
BroadSoft 0.6 $2.7M 82k 33.46
General Electric Company 0.2 $1.0M 42k 24.82
Watsco, Incorporated (WSO) 0.1 $264k 2.1k 125.71
Service Corporation International (SCI) 0.0 $209k 8.0k 26.04
Nexgen Energy (NXE) 0.0 $144k 350k 0.41