Dudley & Shanley as of June 30, 2017
Portfolio Holdings for Dudley & Shanley
Dudley & Shanley holds 30 positions in its portfolio as reported in the June 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Beacon Roofing Supply (BECN) | 7.0 | $34M | 698k | 49.00 | |
| USG Corporation | 6.9 | $34M | 1.2M | 29.02 | |
| D.R. Horton (DHI) | 6.9 | $33M | 964k | 34.57 | |
| Toll Brothers (TOL) | 6.8 | $33M | 833k | 39.51 | |
| Aon | 6.4 | $31M | 234k | 132.95 | |
| Ecolab (ECL) | 5.2 | $25M | 189k | 132.75 | |
| SEI Investments Company (SEIC) | 5.0 | $24M | 454k | 53.78 | |
| First Data | 5.0 | $24M | 1.3M | 18.20 | |
| Knight Transportation | 4.8 | $23M | 630k | 37.05 | |
| Interpublic Group of Companies (IPG) | 4.7 | $23M | 935k | 24.60 | |
| U.S. Bancorp (USB) | 4.6 | $23M | 434k | 51.92 | |
| Fiserv (FI) | 4.6 | $22M | 182k | 122.34 | |
| Robert Half International (RHI) | 4.5 | $22M | 461k | 47.93 | |
| ABM Industries (ABM) | 4.5 | $22M | 527k | 41.52 | |
| American International (AIG) | 4.4 | $22M | 344k | 62.52 | |
| Servicemaster Global | 4.4 | $21M | 545k | 39.19 | |
| Paccar (PCAR) | 4.1 | $20M | 303k | 66.04 | |
| Fastenal Company (FAST) | 4.0 | $20M | 448k | 43.53 | |
| Zions Bancorporation (ZION) | 2.4 | $12M | 266k | 43.91 | |
| Hovnanian Enterprises | 1.3 | $6.2M | 2.2M | 2.80 | |
| SM Energy (SM) | 0.4 | $2.1M | 127k | 16.53 | |
| Analog Devices (ADI) | 0.4 | $1.9M | 24k | 77.82 | |
| BroadSoft | 0.4 | $1.8M | 41k | 43.05 | |
| Mrc Global Inc cmn (MRC) | 0.3 | $1.7M | 102k | 16.52 | |
| Nexgen Energy (NXE) | 0.3 | $1.7M | 771k | 2.21 | |
| General Electric Company | 0.2 | $1.1M | 41k | 27.00 | |
| Service Corporation International (SCI) | 0.1 | $348k | 10k | 33.46 | |
| Sp Plus (SP) | 0.1 | $362k | 12k | 30.55 | |
| Versum Matls | 0.1 | $276k | 8.5k | 32.47 | |
| Watsco, Incorporated (WSO) | 0.0 | $200k | 1.3k | 153.85 |
