Dudley & Shanley as of Dec. 31, 2011
Portfolio Holdings for Dudley & Shanley
Dudley & Shanley holds 30 positions in its portfolio as reported in the December 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| SM Energy (SM) | 9.0 | $34M | 459k | 73.10 | |
| Ecolab (ECL) | 8.8 | $33M | 571k | 57.81 | |
| Intuit (INTU) | 5.7 | $21M | 407k | 52.59 | |
| Intel Corporation (INTC) | 5.2 | $20M | 804k | 24.25 | |
| Linear Technology Corporation | 5.2 | $19M | 647k | 30.03 | |
| Adobe Systems Incorporated (ADBE) | 4.9 | $18M | 644k | 28.27 | |
| Robert Half International (RHI) | 4.8 | $18M | 631k | 28.46 | |
| Paychex (PAYX) | 4.8 | $18M | 590k | 30.11 | |
| Polypore International | 4.7 | $18M | 403k | 43.99 | |
| Gardner Denver | 4.5 | $17M | 220k | 77.06 | |
| Fiserv (FI) | 4.5 | $17M | 288k | 58.74 | |
| EnerSys (ENS) | 4.4 | $16M | 633k | 25.97 | |
| Henry Schein (HSIC) | 4.4 | $16M | 255k | 64.43 | |
| Rollins (ROL) | 4.4 | $16M | 735k | 22.22 | |
| Mettler-Toledo International (MTD) | 4.3 | $16M | 109k | 147.71 | |
| Waters Corporation (WAT) | 3.8 | $14M | 192k | 74.05 | |
| Paccar (PCAR) | 3.7 | $14M | 372k | 37.47 | |
| Fastenal Company (FAST) | 3.6 | $14M | 313k | 43.61 | |
| Occidental Petroleum Corporation (OXY) | 3.5 | $13M | 142k | 93.70 | |
| Schlumberger (SLB) | 3.1 | $12M | 168k | 68.31 | |
| Beacon Roofing Supply (BECN) | 1.4 | $5.2M | 260k | 20.23 | |
| General Electric Company | 0.3 | $1.2M | 68k | 17.91 | |
| Microsoft Corporation (MSFT) | 0.2 | $869k | 34k | 25.96 | |
| EMC Corporation | 0.2 | $625k | 29k | 21.55 | |
| Toll Brothers (TOL) | 0.2 | $643k | 32k | 20.41 | |
| Ford Motor Company (F) | 0.1 | $552k | 51k | 10.76 | |
| Diamond Offshore Drilling | 0.1 | $497k | 9.0k | 55.22 | |
| Verizon Communications (VZ) | 0.1 | $419k | 11k | 40.10 | |
| Vonage Holdings | 0.1 | $201k | 82k | 2.45 | |
| African Potash | 0.0 | $130k | 1.0M | 0.13 |
