Dudley & Shanley as of Sept. 30, 2012
Portfolio Holdings for Dudley & Shanley
Dudley & Shanley holds 31 positions in its portfolio as reported in the September 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Toll Brothers (TOL) | 6.1 | $23M | 686k | 33.23 | |
| Beacon Roofing Supply (BECN) | 5.8 | $22M | 760k | 28.48 | |
| Linear Technology Corporation | 5.2 | $20M | 615k | 31.82 | |
| Fiserv (FI) | 5.2 | $20M | 264k | 74.03 | |
| Adobe Systems Incorporated (ADBE) | 5.2 | $19M | 599k | 32.43 | |
| Paychex (PAYX) | 5.0 | $19M | 563k | 33.29 | |
| SM Energy (SM) | 4.8 | $18M | 334k | 54.11 | |
| Henry Schein (HSIC) | 4.8 | $18M | 226k | 79.22 | |
| Waters Corporation (WAT) | 4.7 | $18M | 211k | 83.33 | |
| Intuit (INTU) | 4.7 | $17M | 296k | 58.88 | |
| Mettler-Toledo International (MTD) | 4.6 | $17M | 100k | 170.74 | |
| Polypore International | 4.4 | $17M | 467k | 35.35 | |
| Intel Corporation (INTC) | 4.3 | $16M | 718k | 22.66 | |
| EnerSys (ENS) | 4.3 | $16M | 460k | 35.29 | |
| Robert Half International (RHI) | 4.2 | $16M | 595k | 26.63 | |
| Gardner Denver | 4.1 | $15M | 254k | 60.41 | |
| Paccar (PCAR) | 3.9 | $15M | 363k | 40.02 | |
| Ecolab (ECL) | 3.8 | $14M | 218k | 64.81 | |
| Schlumberger (SLB) | 3.1 | $12M | 163k | 72.33 | |
| Anadarko Petroleum Corporation | 3.1 | $12M | 167k | 69.92 | |
| Fastenal Company (FAST) | 2.9 | $11M | 255k | 42.99 | |
| Rollins (ROL) | 2.1 | $7.7M | 330k | 23.39 | |
| Hovnanian Enterprises | 1.9 | $6.9M | 2.0M | 3.46 | |
| Proshares Ultrashort 20+y Tr etf (TBT) | 0.4 | $1.6M | 105k | 15.59 | |
| Microsoft Corporation (MSFT) | 0.3 | $994k | 33k | 29.76 | |
| General Electric Company | 0.3 | $981k | 43k | 22.71 | |
| EMC Corporation | 0.2 | $769k | 28k | 27.27 | |
| Ritchie Bros. Auctioneers Inco | 0.1 | $577k | 30k | 19.23 | |
| Verizon Communications (VZ) | 0.1 | $419k | 9.2k | 45.54 | |
| Petromanas Energy | 0.1 | $200k | 1.0M | 0.20 | |
| African Potash | 0.0 | $120k | 1.0M | 0.12 |
