Dudley & Shanley as of Dec. 31, 2013
Portfolio Holdings for Dudley & Shanley
Dudley & Shanley holds 31 positions in its portfolio as reported in the December 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Beacon Roofing Supply (BECN) | 5.8 | $30M | 737k | 40.28 | |
| Linear Technology Corporation | 5.6 | $29M | 632k | 45.55 | |
| Aon | 5.5 | $28M | 335k | 83.89 | |
| Toll Brothers (TOL) | 5.2 | $27M | 718k | 37.00 | |
| Robert Half International (RHI) | 4.8 | $25M | 594k | 41.99 | |
| Paccar (PCAR) | 4.8 | $25M | 414k | 59.17 | |
| Adobe Systems Incorporated (ADBE) | 4.6 | $24M | 398k | 59.88 | |
| Intel Corporation (INTC) | 4.5 | $23M | 903k | 25.95 | |
| Quanta Services (PWR) | 4.5 | $23M | 741k | 31.56 | |
| SM Energy (SM) | 4.5 | $23M | 276k | 83.11 | |
| Fiserv (FI) | 4.3 | $22M | 379k | 59.05 | |
| Intuit (INTU) | 4.3 | $22M | 288k | 76.32 | |
| CSX Corporation (CSX) | 4.2 | $21M | 743k | 28.77 | |
| Waters Corporation (WAT) | 4.1 | $21M | 212k | 100.00 | |
| Solera Holdings | 4.1 | $21M | 299k | 70.76 | |
| Mettler-Toledo International (MTD) | 4.1 | $21M | 86k | 242.59 | |
| Polypore International | 3.8 | $20M | 509k | 38.90 | |
| EnerSys (ENS) | 3.6 | $19M | 268k | 70.09 | |
| Ecolab (ECL) | 3.5 | $18M | 175k | 104.27 | |
| Schlumberger (SLB) | 3.3 | $17M | 187k | 90.11 | |
| RigNet | 3.1 | $16M | 332k | 47.93 | |
| Fastenal Company (FAST) | 2.6 | $14M | 286k | 47.51 | |
| Hovnanian Enterprises | 2.6 | $13M | 2.0M | 6.62 | |
| Anadarko Petroleum Corporation | 1.9 | $9.6M | 121k | 79.32 | |
| Proshares Ultrashort 20+y Tr etf (TBT) | 0.3 | $1.4M | 17k | 79.18 | |
| General Electric Company | 0.2 | $1.2M | 42k | 28.03 | |
| Ford Motor Company (F) | 0.1 | $633k | 41k | 15.44 | |
| Warren Resources | 0.1 | $345k | 110k | 3.14 | |
| Delta Air Lines (DAL) | 0.1 | $293k | 11k | 27.51 | |
| USG Corporation | 0.0 | $216k | 7.6k | 28.42 | |
| African Potash | 0.0 | $180k | 3.0M | 0.06 |
