Dudley & Shanley

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