Dudley & Shanley
Latest statistics and disclosures from Dudley & Shanley's latest quarterly 13F-HR filing:
- Top 5 stock holdings are WPM, APH, SCI, ADI, AME, and represent 29.74% of Dudley & Shanley's stock portfolio.
- Added to shares of these 10 stocks: XYL (+$9.7M), FAST (+$8.1M), FSS (+$6.8M), KAI (+$6.0M), BMI (+$6.0M), KRNT (+$5.2M), WAT, RYAN, SASKF, STLNF.
- Started 4 new stock positions in WAT, XYL, SASKF, FSS.
- Reduced shares in these 8 stocks: WPM (-$27M), ADI (-$9.5M), ROP (-$5.5M), APH, NXE, V, ECL, AME.
- Dudley & Shanley was a net seller of stock by $-1.9M.
- Dudley & Shanley has $611M in assets under management (AUM), dropping by -1.76%.
- Central Index Key (CIK): 0000883511
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Portfolio Holdings for Dudley & Shanley
Dudley & Shanley holds 37 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Wheaton Precious Metals Corp (WPM) | 9.8 | $60M | -31% | 459k | 131.01 |
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| Amphenol Corporation (APH) | 5.1 | $31M | -13% | 246k | 126.35 |
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| Service Corporation International (SCI) | 5.0 | $30M | 368k | 82.51 |
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| Analog Devices (ADI) | 5.0 | $30M | -23% | 95k | 318.14 |
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| Ametek (AME) | 4.9 | $30M | 140k | 214.36 |
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| Visa (V) | 4.8 | $29M | 97k | 302.24 |
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| Aon (AON) | 4.7 | $29M | 89k | 322.78 |
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| Ecolab (ECL) | 4.6 | $28M | 105k | 266.02 |
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| Rollins (ROL) | 4.0 | $24M | 456k | 53.41 |
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| Ferguson (FERG) | 4.0 | $24M | 104k | 233.26 |
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| American Water Works (AWK) | 3.8 | $23M | 169k | 136.09 |
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| Donaldson Company (DCI) | 3.8 | $23M | 270k | 84.87 |
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| Charles Schwab Corporation (SCHW) | 3.7 | $23M | 241k | 93.98 |
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| Kadant (KAI) | 3.6 | $22M | +37% | 76k | 292.35 |
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| Danaher Corporation (DHR) | 3.6 | $22M | 115k | 189.60 |
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| Watsco, Incorporated (WSO) | 3.3 | $20M | 56k | 363.79 |
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| Allison Transmission Hldngs I (ALSN) | 3.2 | $19M | 165k | 117.06 |
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| Badger Meter (BMI) | 3.0 | $19M | +47% | 122k | 152.35 |
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| Kornit Digital (KRNT) | 3.0 | $18M | +39% | 1.3M | 14.66 |
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| Ryan Specialty Group Hldgs I (RYAN) | 2.6 | $16M | 480k | 33.74 |
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| Nexgen Energy (NXE) | 2.3 | $14M | 1.2M | 11.60 |
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| Progressive Corporation (PGR) | 2.1 | $13M | 66k | 198.24 |
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| Xylem (XYL) | 1.6 | $9.7M | NEW | 81k | 119.50 |
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| Fastenal Company (FAST) | 1.4 | $8.4M | +2434% | 181k | 46.40 |
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| Fiserv (FISV) | 1.3 | $8.0M | 144k | 55.80 |
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| Federal Signal Corporation (FSS) | 1.1 | $6.8M | NEW | 63k | 108.14 |
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| Agilent Technologies Inc C ommon (A) | 1.0 | $6.3M | 55k | 113.98 |
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| HEICO Corporation (HEI) | 0.9 | $5.3M | 20k | 274.20 |
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| Microsoft Corporation (MSFT) | 0.6 | $3.9M | 11k | 370.17 |
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| Generac Holdings (GNRC) | 0.6 | $3.8M | 20k | 195.33 |
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| Waters Corporation (WAT) | 0.6 | $3.5M | NEW | 12k | 297.80 |
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| Ormat Technologies (ORA) | 0.5 | $3.1M | 28k | 111.92 |
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| Invesco Water Resource Port (PHO) | 0.4 | $2.2M | 33k | 66.86 |
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| Roper Industries (ROP) | 0.1 | $708k | -88% | 2.0k | 353.86 |
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| Viper Energy Inc Cl A (VNOM) | 0.1 | $362k | 7.7k | 46.99 |
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| Stallion Uranium Corp (STLNF) | 0.0 | $61k | +111% | 180k | 0.34 |
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| ATHA Energy Corp. (SASKF) | 0.0 | $44k | NEW | 75k | 0.59 |
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Past Filings by Dudley & Shanley
SEC 13F filings are viewable for Dudley & Shanley going back to 2011
- Dudley & Shanley 2026 Q1 filed April 8, 2026
- 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