Dudley & Shanley as of Sept. 30, 2013
Portfolio Holdings for Dudley & Shanley
Dudley & Shanley holds 30 positions in its portfolio as reported in the September 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Beacon Roofing Supply (BECN) | 5.7 | $27M | 743k | 36.87 | |
| SM Energy (SM) | 5.5 | $27M | 345k | 77.19 | |
| Linear Technology Corporation | 5.2 | $25M | 634k | 39.66 | |
| Toll Brothers (TOL) | 4.8 | $23M | 718k | 32.43 | |
| Robert Half International (RHI) | 4.8 | $23M | 594k | 39.03 | |
| Paccar (PCAR) | 4.8 | $23M | 415k | 55.66 | |
| Waters Corporation (WAT) | 4.7 | $23M | 212k | 106.21 | |
| Aon | 4.6 | $22M | 300k | 74.44 | |
| Solera Holdings | 4.5 | $22M | 414k | 52.87 | |
| Intel Corporation (INTC) | 4.5 | $22M | 948k | 22.92 | |
| Adobe Systems Incorporated (ADBE) | 4.5 | $22M | 416k | 51.94 | |
| Mettler-Toledo International (MTD) | 4.4 | $21M | 88k | 240.09 | |
| Polypore International | 4.3 | $21M | 509k | 40.97 | |
| CSX Corporation (CSX) | 4.2 | $20M | 780k | 25.74 | |
| Intuit (INTU) | 4.2 | $20M | 303k | 66.31 | |
| Fiserv (FI) | 4.0 | $19M | 192k | 101.05 | |
| Quanta Services (PWR) | 3.6 | $17M | 633k | 27.51 | |
| Ecolab (ECL) | 3.6 | $17M | 175k | 98.76 | |
| EnerSys (ENS) | 3.6 | $17M | 283k | 60.63 | |
| Schlumberger (SLB) | 3.4 | $17M | 188k | 88.36 | |
| Fastenal Company (FAST) | 2.9 | $14M | 282k | 50.27 | |
| Anadarko Petroleum Corporation | 2.6 | $12M | 134k | 92.99 | |
| RigNet | 2.6 | $12M | 342k | 36.17 | |
| Hovnanian Enterprises | 2.2 | $11M | 2.0M | 5.23 | |
| Proshares Ultrashort 20+y Tr etf (TBT) | 0.3 | $1.5M | 20k | 75.25 | |
| General Electric Company | 0.2 | $996k | 42k | 23.88 | |
| Ford Motor Company (F) | 0.1 | $692k | 41k | 16.88 | |
| Delta Air Lines (DAL) | 0.1 | $370k | 16k | 23.57 | |
| Warren Resources | 0.1 | $320k | 110k | 2.91 | |
| African Potash | 0.0 | $160k | 4.0M | 0.04 |
