Dudley & Shanley as of Dec. 31, 2012
Portfolio Holdings for Dudley & Shanley
Dudley & Shanley holds 33 positions in its portfolio as reported in the December 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Beacon Roofing Supply (BECN) | 6.2 | $25M | 759k | 33.28 | |
| Adobe Systems Incorporated (ADBE) | 5.6 | $23M | 599k | 37.68 | |
| Toll Brothers (TOL) | 5.5 | $22M | 686k | 32.33 | |
| Polypore International | 5.3 | $22M | 463k | 46.50 | |
| Linear Technology Corporation | 5.2 | $21M | 614k | 34.30 | |
| Fiserv (FI) | 5.1 | $21M | 263k | 79.03 | |
| Robert Half International (RHI) | 4.7 | $19M | 594k | 31.82 | |
| Waters Corporation (WAT) | 4.5 | $18M | 210k | 87.12 | |
| Henry Schein (HSIC) | 4.5 | $18M | 225k | 80.42 | |
| Intuit (INTU) | 4.3 | $18M | 296k | 59.48 | |
| Mettler-Toledo International (MTD) | 4.3 | $17M | 89k | 193.30 | |
| EnerSys (ENS) | 4.2 | $17M | 457k | 37.63 | |
| Paychex (PAYX) | 4.2 | $17M | 550k | 31.10 | |
| SM Energy (SM) | 4.2 | $17M | 327k | 52.21 | |
| Paccar (PCAR) | 4.0 | $16M | 362k | 45.21 | |
| Gardner Denver | 3.8 | $15M | 225k | 68.50 | |
| Ecolab (ECL) | 3.8 | $15M | 213k | 71.90 | |
| Intel Corporation (INTC) | 3.6 | $15M | 707k | 20.62 | |
| Hovnanian Enterprises | 3.5 | $14M | 2.0M | 7.00 | |
| Solera Holdings | 3.4 | $14M | 256k | 53.47 | |
| Anadarko Petroleum Corporation | 3.1 | $12M | 167k | 74.31 | |
| Schlumberger (SLB) | 2.8 | $11M | 163k | 69.30 | |
| Fastenal Company (FAST) | 2.7 | $11M | 235k | 46.65 | |
| Proshares Ultrashort 20+y Tr etf (TBT) | 0.4 | $1.7M | 26k | 63.47 | |
| General Electric Company | 0.2 | $886k | 42k | 21.00 | |
| Microsoft Corporation (MSFT) | 0.2 | $718k | 27k | 26.69 | |
| EMC Corporation | 0.2 | $713k | 28k | 25.28 | |
| Ritchie Bros. Auctioneers Inco | 0.1 | $627k | 30k | 20.90 | |
| Verizon Communications (VZ) | 0.1 | $398k | 9.2k | 43.26 | |
| Delta Air Lines (DAL) | 0.0 | $178k | 15k | 11.87 | |
| Great Lakes Dredge & Dock Corporation (GLDD) | 0.0 | $179k | 20k | 8.95 | |
| Petromanas Energy | 0.0 | $180k | 1.0M | 0.18 | |
| African Potash | 0.0 | $50k | 1.0M | 0.05 |
