Dudley & Shanley
Latest statistics and disclosures from Dudley & Shanley's latest quarterly 13F-HR filing:
- Top 5 stock holdings are WPM, APH, V, AON, SCI, and represent 34.20% of Dudley & Shanley's stock portfolio.
- Added to shares of these 10 stocks: KRNT (+$8.4M), DCI (+$5.0M), AWK, DHR, FI, ADI, DOX, AON, SCI, ORA.
- Started 1 new stock position in Stallion Uranium Corp.
- Reduced shares in these 10 stocks: FELE (-$16M), APH (-$14M), WPM (-$7.6M), , AVTR, , WSO, ROL, OCUL, NXE.
- Sold out of its positions in SASKF, AVTR, ENPH, GRID, FELE.
- Dudley & Shanley was a net seller of stock by $-29M.
- Dudley & Shanley has $622M in assets under management (AUM), dropping by -2.40%.
- Central Index Key (CIK): 0000883511
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Portfolio Holdings for Dudley & Shanley
Dudley & Shanley holds 32 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Wheaton Precious Metals Corp (WPM) | 12.5 | $78M | -8% | 696k | 111.84 |
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| Amphenol Corporation (APH) | 6.3 | $39M | -26% | 317k | 123.75 |
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| Visa (V) | 5.3 | $33M | 97k | 341.38 |
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| Aon (AON) | 5.1 | $32M | 89k | 356.58 |
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| Service Corporation International (SCI) | 4.9 | $31M | 369k | 83.22 |
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| Analog Devices (ADI) | 4.9 | $31M | 125k | 245.70 |
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| Ecolab (ECL) | 4.6 | $29M | 105k | 273.86 |
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| Rollins (ROL) | 4.3 | $27M | 456k | 58.74 |
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| Ametek (AME) | 4.2 | $26M | 140k | 188.00 |
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| Ryan Specialty Group Hldgs I (RYAN) | 4.2 | $26M | 462k | 56.36 |
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| American Water Works (AWK) | 3.8 | $24M | +4% | 169k | 139.19 |
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| Charles Schwab Corporation (SCHW) | 3.7 | $23M | 241k | 95.47 |
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| Danaher Corporation (DHR) | 3.7 | $23M | +4% | 115k | 198.26 |
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| Fiserv (FI) | 3.6 | $23M | +3% | 175k | 128.93 |
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| Donaldson Company (DCI) | 3.6 | $22M | +29% | 271k | 81.85 |
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| Amdocs Ltd ord (DOX) | 3.3 | $20M | 247k | 82.05 |
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| Kornit Digital (KRNT) | 2.7 | $17M | +97% | 1.3M | 13.50 |
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| Ferguson (FERG) | 2.7 | $17M | 76k | 224.58 |
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| Kadant (KAI) | 2.6 | $16M | 55k | 297.58 |
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| Watsco, Incorporated (WSO) | 2.6 | $16M | 39k | 404.30 |
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| Progressive Corporation (PGR) | 2.6 | $16M | 64k | 246.95 |
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| Allison Transmission Hldngs I (ALSN) | 2.2 | $14M | 165k | 84.88 |
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| Nexgen Energy (NXE) | 1.8 | $11M | 1.2M | 8.95 |
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| Agilent Technologies Inc C ommon (A) | 1.1 | $7.1M | 55k | 128.35 |
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| HEICO Corporation (HEI) | 1.0 | $6.3M | 20k | 322.82 |
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| Microsoft Corporation (MSFT) | 0.9 | $5.6M | 11k | 517.95 |
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| Generac Holdings (GNRC) | 0.5 | $3.3M | 20k | 167.40 |
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| Ormat Technologies (ORA) | 0.5 | $2.9M | 30k | 96.25 |
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| Invesco Water Resource Port (PHO) | 0.4 | $2.4M | 33k | 72.11 |
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| Roper Industries (ROP) | 0.2 | $1.3M | 2.6k | 498.69 |
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| Ocular Therapeutix (OCUL) | 0.0 | $152k | -20% | 13k | 11.69 |
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| Stallion Uranium Corp | 0.0 | $9.6k | NEW | 30k | 0.32 |
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Past Filings by Dudley & Shanley
SEC 13F filings are viewable for Dudley & Shanley going back to 2011
- 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
- Dudley & Shanley 2022 Q1 filed April 18, 2022