Dudley & Shanley as of Sept. 30, 2011
Portfolio Holdings for Dudley & Shanley
Dudley & Shanley holds 32 positions in its portfolio as reported in the September 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| SM Energy (SM) | 8.5 | $29M | 470k | 60.65 | |
| Polypore International | 6.7 | $23M | 399k | 56.52 | |
| Intuit (INTU) | 6.0 | $20M | 420k | 47.44 | |
| Nalco Holding Company | 5.6 | $19M | 536k | 34.98 | |
| Linear Technology Corporation | 5.4 | $18M | 652k | 27.65 | |
| Intel Corporation (INTC) | 5.1 | $17M | 799k | 21.34 | |
| Paychex (PAYX) | 4.8 | $16M | 605k | 26.37 | |
| Henry Schein (HSIC) | 4.7 | $16M | 256k | 62.01 | |
| Adobe Systems Incorporated (ADBE) | 4.7 | $16M | 648k | 24.17 | |
| Mettler-Toledo International (MTD) | 4.5 | $15M | 108k | 139.96 | |
| Fiserv (FI) | 4.4 | $15M | 289k | 50.77 | |
| Waters Corporation (WAT) | 4.3 | $14M | 190k | 75.49 | |
| Rollins (ROL) | 4.2 | $14M | 756k | 18.71 | |
| Gardner Denver | 4.2 | $14M | 219k | 63.55 | |
| Robert Half International (RHI) | 4.1 | $14M | 646k | 21.22 | |
| EnerSys (ENS) | 4.0 | $13M | 667k | 20.02 | |
| Ecolab (ECL) | 3.6 | $12M | 248k | 48.89 | |
| Paccar (PCAR) | 3.4 | $11M | 333k | 33.82 | |
| Fastenal Company (FAST) | 3.1 | $11M | 316k | 33.28 | |
| Occidental Petroleum Corporation (OXY) | 3.0 | $10M | 142k | 71.50 | |
| Schlumberger (SLB) | 2.9 | $9.8M | 163k | 59.73 | |
| Diamond Offshore Drilling | 1.1 | $3.5M | 64k | 54.73 | |
| Hathor Exploration | 0.3 | $1.1M | 284k | 3.82 | |
| General Electric Company | 0.3 | $1.0M | 68k | 15.22 | |
| Microsoft Corporation (MSFT) | 0.3 | $903k | 36k | 24.89 | |
| Beacon Roofing Supply (BECN) | 0.2 | $652k | 41k | 16.00 | |
| EMC Corporation | 0.2 | $609k | 29k | 21.00 | |
| Ford Motor Company (F) | 0.1 | $483k | 50k | 9.66 | |
| Verizon Communications (VZ) | 0.1 | $385k | 11k | 36.84 | |
| Vonage Holdings | 0.1 | $304k | 117k | 2.60 | |
| Toll Brothers (TOL) | 0.1 | $167k | 12k | 14.40 | |
| Standard Exploration | 0.0 | $7.1k | 55k | 0.13 |
