Dudley & Shanley as of June 30, 2012
Portfolio Holdings for Dudley & Shanley
Dudley & Shanley holds 31 positions in its portfolio as reported in the June 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| EnerSys (ENS) | 5.7 | $21M | 593k | 35.07 | |
| Toll Brothers (TOL) | 5.5 | $20M | 686k | 29.73 | |
| Beacon Roofing Supply (BECN) | 5.3 | $20M | 775k | 25.22 | |
| Adobe Systems Incorporated (ADBE) | 5.3 | $19M | 600k | 32.37 | |
| Linear Technology Corporation | 5.2 | $19M | 616k | 31.33 | |
| Intel Corporation (INTC) | 5.2 | $19M | 719k | 26.65 | |
| Fiserv (FI) | 5.2 | $19M | 266k | 72.22 | |
| Henry Schein (HSIC) | 4.8 | $18M | 226k | 78.49 | |
| Paychex (PAYX) | 4.8 | $18M | 564k | 31.41 | |
| SM Energy (SM) | 4.8 | $18M | 361k | 49.11 | |
| Intuit (INTU) | 4.8 | $18M | 298k | 59.35 | |
| Robert Half International (RHI) | 4.7 | $17M | 602k | 28.57 | |
| Waters Corporation (WAT) | 4.6 | $17M | 211k | 79.47 | |
| Polypore International | 4.3 | $16M | 394k | 40.39 | |
| Mettler-Toledo International (MTD) | 4.2 | $16M | 100k | 155.85 | |
| Ecolab (ECL) | 4.0 | $15M | 218k | 68.53 | |
| Paccar (PCAR) | 3.9 | $14M | 363k | 39.19 | |
| Rollins (ROL) | 3.3 | $12M | 544k | 22.37 | |
| Anadarko Petroleum Corporation | 3.0 | $11M | 167k | 66.20 | |
| Schlumberger (SLB) | 2.9 | $11M | 163k | 64.91 | |
| Fastenal Company (FAST) | 2.8 | $11M | 260k | 40.31 | |
| Gardner Denver | 2.7 | $10M | 191k | 52.91 | |
| Hovnanian Enterprises | 1.6 | $6.1M | 2.1M | 2.90 | |
| General Electric Company | 0.3 | $1.1M | 53k | 20.85 | |
| Microsoft Corporation (MSFT) | 0.3 | $1.0M | 33k | 30.60 | |
| EMC Corporation | 0.2 | $723k | 28k | 25.64 | |
| Verizon Communications (VZ) | 0.1 | $464k | 11k | 44.40 | |
| Ford Motor Company (F) | 0.1 | $492k | 51k | 9.59 | |
| At&t (T) | 0.1 | $207k | 5.8k | 35.69 | |
| Petromanas Energy | 0.1 | $210k | 1.0M | 0.21 | |
| African Potash | 0.0 | $120k | 1.0M | 0.12 |
