Dudley & Shanley
Latest statistics and disclosures from Dudley & Shanley's latest quarterly 13F-HR filing:
- Top 5 stock holdings are WPM, APH, V, ADI, AON, and represent 34.74% of Dudley & Shanley's stock portfolio.
- Added to shares of these 10 stocks: BMI (+$14M), ROP (+$6.6M), FERG (+$6.4M), WSO (+$5.5M), RYAN, PGR, VNOM, FAST, ECL, AON.
- Started 3 new stock positions in VNOM, FAST, BMI.
- Reduced shares in these 10 stocks: , KRNT (-$5.1M), APH, WPM, FI, ORA, OCUL, SCI, MSFT, DCI.
- Sold out of its positions in OCUL, DOX.
- Dudley & Shanley was a net seller of stock by $-1.0M.
- Dudley & Shanley has $622M in assets under management (AUM), dropping by 0.11%.
- Central Index Key (CIK): 0000883511
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Portfolio Holdings for Dudley & Shanley
Dudley & Shanley holds 33 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Wheaton Precious Metals Corp (WPM) | 12.6 | $79M | -3% | 669k | 117.52 |
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| Amphenol Corporation (APH) | 6.1 | $38M | -10% | 283k | 135.14 |
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| Visa (V) | 5.5 | $34M | 97k | 350.71 |
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| Analog Devices (ADI) | 5.4 | $34M | 125k | 271.20 |
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| Aon (AON) | 5.0 | $31M | 89k | 352.88 |
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| Ametek (AME) | 4.6 | $29M | 140k | 205.31 |
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| Service Corporation International (SCI) | 4.6 | $29M | 368k | 77.97 |
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| Ecolab (ECL) | 4.4 | $28M | 105k | 262.52 |
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| Rollins (ROL) | 4.4 | $27M | 456k | 60.02 |
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| Danaher Corporation (DHR) | 4.2 | $26M | 115k | 228.92 |
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| Ryan Specialty Group Hldgs I (RYAN) | 4.0 | $25M | +3% | 478k | 51.63 |
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| Charles Schwab Corporation (SCHW) | 3.9 | $24M | 241k | 99.91 |
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| Donaldson Company (DCI) | 3.9 | $24M | 270k | 88.66 |
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| Ferguson (FERG) | 3.7 | $23M | +37% | 104k | 222.63 |
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| American Water Works (AWK) | 3.5 | $22M | 169k | 130.50 |
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| Watsco, Incorporated (WSO) | 3.0 | $19M | +41% | 56k | 336.95 |
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| Allison Transmission Hldngs I (ALSN) | 2.6 | $16M | 165k | 97.90 |
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| Kadant (KAI) | 2.5 | $16M | 55k | 285.02 |
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| Progressive Corporation (PGR) | 2.4 | $15M | +3% | 66k | 227.72 |
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| Badger Meter (BMI) | 2.3 | $14M | NEW | 83k | 174.41 |
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| Kornit Digital (KRNT) | 2.1 | $13M | -28% | 902k | 14.38 |
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| Nexgen Energy (NXE) | 1.8 | $11M | 1.2M | 9.21 |
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| Fiserv (FI) | 1.6 | $9.7M | -17% | 144k | 67.17 |
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| Roper Industries (ROP) | 1.2 | $7.8M | +584% | 18k | 445.13 |
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| Agilent Technologies Inc C ommon (A) | 1.2 | $7.5M | 55k | 136.07 |
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| HEICO Corporation (HEI) | 1.0 | $6.3M | 20k | 323.59 |
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| Microsoft Corporation (MSFT) | 0.8 | $5.1M | -2% | 11k | 483.62 |
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| Ormat Technologies (ORA) | 0.5 | $3.1M | -7% | 28k | 110.47 |
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| Generac Holdings (GNRC) | 0.4 | $2.7M | 20k | 136.37 |
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| Invesco Water Resource Port (PHO) | 0.4 | $2.3M | 33k | 70.41 |
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| Viper Energy Inc Cl A (VNOM) | 0.0 | $298k | NEW | 7.7k | 38.63 |
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| Fastenal Company (FAST) | 0.0 | $287k | NEW | 7.2k | 40.13 |
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| Stallion Uranium Corp | 0.0 | $20k | +183% | 85k | 0.24 |
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Past Filings by Dudley & Shanley
SEC 13F filings are viewable for Dudley & Shanley going back to 2011
- Dudley & Shanley 2025 Q4 filed Jan. 9, 2026
- Dudley & Shanley 2025 Q3 filed Oct. 8, 2025
- Dudley & Shanley 2025 Q2 filed July 9, 2025
- Dudley & Shanley 2025 Q1 filed April 9, 2025
- Dudley & Shanley 2024 Q4 filed Jan. 3, 2025
- Dudley & Shanley 2024 Q3 filed Dec. 23, 2024
- Dudley & Shanley 2024 Q2 filed July 9, 2024
- Dudley & Shanley 2024 Q1 filed April 19, 2024
- Dudley & Shanley 2023 Q4 filed Jan. 12, 2024
- Dudley & Shanley 2023 Q3 filed Oct. 13, 2023
- Dudley & Shanley 2023 Q2 filed July 21, 2023
- Dudley & Shanley 2023 Q1 filed April 13, 2023
- Dudley & Shanley 2022 Q4 restated filed Jan. 18, 2023
- Dudley & Shanley 2022 Q4 filed Jan. 13, 2023
- Dudley & Shanley 2022 Q3 filed Oct. 18, 2022
- Dudley & Shanley 2022 Q2 filed July 14, 2022