Dudley & Shanley as of March 31, 2012
Portfolio Holdings for Dudley & Shanley
Dudley & Shanley holds 30 positions in its portfolio as reported in the March 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| SM Energy (SM) | 6.8 | $26M | 363k | 70.77 | |
| Intel Corporation (INTC) | 5.6 | $21M | 752k | 28.11 | |
| Adobe Systems Incorporated (ADBE) | 5.6 | $21M | 615k | 34.31 | |
| EnerSys (ENS) | 5.6 | $21M | 608k | 34.65 | |
| Linear Technology Corporation | 5.5 | $21M | 617k | 33.70 | |
| Waters Corporation (WAT) | 5.4 | $20M | 220k | 92.66 | |
| Beacon Roofing Supply (BECN) | 5.3 | $20M | 776k | 25.76 | |
| Intuit (INTU) | 5.1 | $19M | 319k | 60.16 | |
| Fiserv (FI) | 5.1 | $19M | 276k | 69.39 | |
| Mettler-Toledo International (MTD) | 5.0 | $19M | 103k | 184.75 | |
| Robert Half International (RHI) | 4.8 | $18M | 604k | 30.30 | |
| Paychex (PAYX) | 4.7 | $18M | 580k | 30.99 | |
| Ecolab (ECL) | 4.7 | $18M | 287k | 61.72 | |
| Henry Schein (HSIC) | 4.7 | $18M | 234k | 75.68 | |
| Paccar (PCAR) | 4.5 | $17M | 363k | 46.83 | |
| Fastenal Company (FAST) | 4.1 | $15M | 286k | 54.10 | |
| Polypore International | 3.6 | $14M | 389k | 35.16 | |
| Occidental Petroleum Corporation (OXY) | 3.3 | $13M | 133k | 95.23 | |
| Gardner Denver | 3.1 | $12M | 186k | 63.02 | |
| Rollins (ROL) | 3.1 | $12M | 545k | 21.28 | |
| Schlumberger (SLB) | 3.0 | $11M | 162k | 69.93 | |
| Microsoft Corporation (MSFT) | 0.3 | $1.1M | 34k | 32.26 | |
| General Electric Company | 0.3 | $1.1M | 53k | 20.07 | |
| Hovnanian Enterprises | 0.3 | $987k | 403k | 2.45 | |
| Toll Brothers (TOL) | 0.2 | $904k | 38k | 23.98 | |
| EMC Corporation | 0.2 | $843k | 28k | 29.89 | |
| Ford Motor Company (F) | 0.2 | $687k | 55k | 12.47 | |
| Verizon Communications (VZ) | 0.1 | $400k | 11k | 38.28 | |
| Petromanas Energy | 0.1 | $230k | 1.0M | 0.23 | |
| African Potash | 0.0 | $120k | 1.0M | 0.12 |
