Dudley & Shanley

Latest statistics and disclosures from Dudley & Shanley's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are DHI, BECN, TOL, Aon, SEIC, and represent 36.50% of Dudley & Shanley's stock portfolio.
  • Added to shares of these 7 stocks: HBI (+$15.06M), Welbilt (+$14.65M), SCI (+$6.89M), Sp Plus (+$5.60M), WGO, BECN, Nexgen Energy.
  • Started 3 new stock positions in WGO, Welbilt, HBI.
  • Reduced shares in these 10 stocks: KNX (-$23.35M), USB (-$22.51M), RHI (-$14.19M), USG (-$11.97M), ZION (-$11.67M), Aon, ECL, , Mrc Global Inc cmn, SEIC.
  • Sold out of its positions in BSFT, KNX, USB, ZION.
  • Dudley & Shanley was a net seller of stock by $54.20M.
  • Dudley & Shanley has $453.12M in assets under management (AUM), dropping by -6.65%.

Companies in the Dudley & Shanley portfolio as of September 2017 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
D.R. Horton (DHI) 8.41 954100 39.93
Beacon Roofing Supply (BECN) 7.93 701350 51.25
Toll Brothers (TOL) 7.59 829710 41.47
Aon 6.56 203350 -13% 146.10
SEI Investments Company (SEIC) 6.01 445700 61.06
USG Corporation (USG) 5.68 788050 -31% 32.65
Servicemaster Global 5.54 536700 46.73
First Data 5.22 1.31M 18.04
Fiserv (FISV) 5.17 181780 128.96
ABM Industries (ABM) 4.83 524550 41.71
PACCAR (PCAR) 4.82 302100 72.34
American International (AIG) 4.65 343200 61.39
Ecolab (ECL) 4.52 159310 -15% 128.61
Fastenal Company (FAST) 4.49 446125 45.58
Interpublic Group of Companies (IPG) 4.29 934450 20.79
Hanesbrands (HBI) 3.32 611400 NEW 24.64
Welbilt 3.23 635600 NEW 23.05
Robert Half International (RHI) 1.99 178950 -61% 50.34
Service Corporation International (SCI) 1.60 210050 +1919% 34.50
Sp Plus 1.34 153500 +1195% 39.50
Hovnanian Enterprises (HOV) 0.88 2.06M -7% 1.93
SM Energy (SM) 0.50 127350 17.74
Analog Devices (ADI) 0.42 22254 -7% 86.19
Nexgen Energy 0.38 775000 2.22
Mrc Global Inc cmn 0.23 60000 -41% 17.48
General Electric Company (GE) 0.22 41000 24.17
Winnebago Industries (WGO) 0.08 7850 NEW 44.71
Versum Matls Inc Com stock 0.06 7000 -17% 38.86
Watsco, Incorporated (WSO) 0.05 1300 160.77

Past 13F-HR SEC Filings by Dudley & Shanley

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