Dudley & Shanley
Latest statistics and disclosures from Dudley & Shanley's latest quarterly 13F-HR filing:
- Top 5 stock holdings are WPM, AME, V, ECL, SCI, and represent 27.26% of Dudley & Shanley's stock portfolio.
- Added to shares of these 9 stocks: TYL (+$21M), ROP (+$19M), PGR (+$7.9M), APH (+$6.2M), BMI, ALSN, FSS, SASKF, RYAN.
- Started 1 new stock position in TYL.
- Reduced shares in these 10 stocks: ROL (-$21M), WSO (-$8.0M), V, WPM, AME, SCHW, FISV, SCI, ECL, KRNT.
- Sold out of its positions in ROL, STLNF.
- Dudley & Shanley was a net seller of stock by $-1.9M.
- Dudley & Shanley has $629M in assets under management (AUM), dropping by -5.00%.
- Central Index Key (CIK): 0000883511
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Portfolio Holdings for Dudley & Shanley
Dudley & Shanley holds 36 positions in its portfolio as reported in the September 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Wheaton Precious Metals Corp (WPM) | 9.0 | $56M | -7% | 421k | 133.72 |
|
| Ametek (AME) | 5.0 | $32M | -8% | 127k | 247.73 |
|
| Visa (V) | 4.8 | $30M | -12% | 84k | 359.33 |
|
| Ecolab (ECL) | 4.3 | $27M | -5% | 99k | 274.58 |
|
| Service Corporation International (SCI) | 4.1 | $26M | -6% | 342k | 76.15 |
|
| Amphenol Corporation (APH) | 4.1 | $26M | +31% | 308k | 84.30 |
|
| Analog Devices (ADI) | 4.1 | $26M | -3% | 65k | 396.71 |
|
| Aon (AON) | 3.7 | $24M | -4% | 85k | 276.77 |
|
| Donaldson Company (DCI) | 3.6 | $23M | -4% | 260k | 87.04 |
|
| Fastenal Company (FAST) | 3.6 | $23M | -3% | 455k | 49.53 |
|
| Ferguson (FERG) | 3.5 | $22M | -4% | 100k | 222.62 |
|
| Progressive Corporation (PGR) | 3.4 | $22M | +57% | 104k | 207.31 |
|
| American Water Works (AWK) | 3.3 | $21M | -5% | 161k | 129.47 |
|
| Charles Schwab Corporation (SCHW) | 3.3 | $21M | -12% | 212k | 97.74 |
|
| Tyler Technologies (TYL) | 3.3 | $21M | NEW | 64k | 318.60 |
|
| Roper Industries (ROP) | 3.2 | $20M | +2766% | 57k | 349.41 |
|
| Allison Transmission Hldngs I (ALSN) | 3.2 | $20M | +6% | 175k | 113.26 |
|
| Kornit Digital (KRNT) | 3.1 | $19M | -6% | 1.2M | 16.62 |
|
| Federal Signal Corporation (FSS) | 3.1 | $19M | +2% | 174k | 110.79 |
|
| Kadant (KAI) | 3.0 | $19M | -3% | 73k | 261.52 |
|
| Xylem (XYL) | 2.7 | $17M | -5% | 170k | 101.27 |
|
| Ryan Specialty Group Hldgs I (RYAN) | 2.7 | $17M | 466k | 37.00 |
|
|
| Danaher Corporation (DHR) | 2.5 | $16M | -3% | 71k | 221.55 |
|
| Watsco, Incorporated (WSO) | 2.5 | $16M | -33% | 52k | 302.69 |
|
| Nexgen Energy (NXE) | 1.8 | $11M | 1.2M | 9.14 |
|
|
| Agilent Technologies Inc C ommon (A) | 1.8 | $11M | -7% | 65k | 172.31 |
|
| Badger Meter (BMI) | 1.7 | $11M | +34% | 85k | 123.54 |
|
| Waters Corporation (WAT) | 1.6 | $10M | 24k | 439.39 |
|
|
| HEICO Corporation (HEI) | 0.9 | $5.8M | -2% | 19k | 303.18 |
|
| Microsoft Corporation (MSFT) | 0.9 | $5.4M | 11k | 512.90 |
|
|
| Pfizer (PFE) | 0.7 | $4.7M | 165k | 28.52 |
|
|
| Generac Holdings (GNRC) | 0.5 | $3.3M | 16k | 206.95 |
|
|
| Fiserv (FISV) | 0.4 | $2.8M | -43% | 62k | 45.18 |
|
| Ormat Technologies (ORA) | 0.4 | $2.4M | 26k | 91.49 |
|
|
| Viper Energy Inc Cl A (VNOM) | 0.0 | $307k | 7.7k | 39.89 |
|
|
| ATHA Energy Corp. (SASKF) | 0.0 | $80k | +58% | 118k | 0.68 |
|
Past Filings by Dudley & Shanley
SEC 13F filings are viewable for Dudley & Shanley going back to 2011
- Dudley & Shanley 2026 Q3 filed Oct. 6, 2026
- Dudley & Shanley 2026 Q2 filed July 9, 2026
- 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