Dudley & Shanley as of June 30, 2013
Portfolio Holdings for Dudley & Shanley
Dudley & Shanley holds 32 positions in its portfolio as reported in the June 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Beacon Roofing Supply (BECN) | 6.4 | $27M | 720k | 37.88 | |
| Adobe Systems Incorporated (ADBE) | 5.7 | $24M | 533k | 45.56 | |
| Linear Technology Corporation | 5.3 | $23M | 613k | 36.84 | |
| SM Energy (SM) | 5.3 | $23M | 376k | 59.98 | |
| Toll Brothers (TOL) | 5.2 | $22M | 684k | 32.63 | |
| Intel Corporation (INTC) | 5.2 | $22M | 913k | 24.23 | |
| Paccar (PCAR) | 5.1 | $22M | 406k | 53.66 | |
| Waters Corporation (WAT) | 4.9 | $21M | 210k | 100.05 | |
| Robert Half International (RHI) | 4.5 | $20M | 586k | 33.23 | |
| Polypore International | 4.4 | $19M | 466k | 40.30 | |
| Intuit (INTU) | 4.2 | $18M | 296k | 61.04 | |
| Fiserv (FI) | 4.1 | $18M | 202k | 87.41 | |
| Mettler-Toledo International (MTD) | 4.0 | $17M | 86k | 201.19 | |
| Xylem (XYL) | 4.0 | $17M | 643k | 26.94 | |
| Henry Schein (HSIC) | 3.9 | $17M | 173k | 95.74 | |
| EnerSys (ENS) | 3.8 | $16M | 335k | 49.04 | |
| Quanta Services (PWR) | 3.8 | $16M | 616k | 26.46 | |
| Ecolab (ECL) | 3.5 | $15M | 175k | 85.19 | |
| Anadarko Petroleum Corporation | 3.4 | $14M | 167k | 85.93 | |
| Solera Holdings | 3.3 | $14M | 257k | 55.65 | |
| Schlumberger (SLB) | 3.0 | $13M | 181k | 71.66 | |
| Hovnanian Enterprises | 2.6 | $11M | 2.0M | 5.61 | |
| Fastenal Company (FAST) | 2.5 | $11M | 230k | 45.79 | |
| Proshares Ultrashort 20+y Tr etf (TBT) | 1.2 | $5.3M | 74k | 72.43 | |
| General Electric Company | 0.2 | $967k | 42k | 23.19 | |
| Microsoft Corporation (MSFT) | 0.2 | $915k | 27k | 34.53 | |
| Ford Motor Company (F) | 0.2 | $789k | 51k | 15.47 | |
| Delta Air Lines (DAL) | 0.1 | $294k | 16k | 18.73 | |
| Warren Resources | 0.1 | $280k | 110k | 2.55 | |
| CSX Corporation (CSX) | 0.1 | $266k | 12k | 23.23 | |
| African Potash | 0.0 | $60k | 2.0M | 0.03 | |
| Petromanas Energy | 0.0 | $10k | 100k | 0.10 |
