Dudley & Shanley as of March 31, 2014
Portfolio Holdings for Dudley & Shanley
Dudley & Shanley holds 28 positions in its portfolio as reported in the March 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Linear Technology Corporation | 6.2 | $31M | 632k | 48.69 | |
| Beacon Roofing Supply (BECN) | 5.8 | $28M | 734k | 38.66 | |
| Aon | 5.7 | $28M | 335k | 84.28 | |
| Paccar (PCAR) | 5.7 | $28M | 415k | 67.44 | |
| Quanta Services (PWR) | 5.6 | $27M | 742k | 36.90 | |
| Toll Brothers (TOL) | 5.2 | $26M | 717k | 35.90 | |
| Robert Half International (RHI) | 5.0 | $25M | 592k | 41.95 | |
| Intel Corporation (INTC) | 4.9 | $24M | 930k | 25.81 | |
| Fastenal Company (FAST) | 4.8 | $24M | 481k | 49.30 | |
| Waters Corporation (WAT) | 4.7 | $23M | 214k | 108.41 | |
| CSX Corporation (CSX) | 4.6 | $23M | 784k | 28.97 | |
| Intuit (INTU) | 4.5 | $22M | 287k | 77.73 | |
| Fiserv (FI) | 4.3 | $21M | 377k | 56.69 | |
| Mettler-Toledo International (MTD) | 4.0 | $20M | 84k | 235.68 | |
| SM Energy (SM) | 3.9 | $19M | 271k | 71.29 | |
| Ecolab (ECL) | 3.8 | $19M | 174k | 107.99 | |
| Solera Holdings | 3.7 | $18M | 290k | 63.34 | |
| Schlumberger (SLB) | 3.7 | $18M | 188k | 97.50 | |
| USG Corporation | 3.2 | $16M | 489k | 32.72 | |
| EnerSys (ENS) | 2.5 | $12M | 178k | 69.29 | |
| RigNet | 2.3 | $11M | 212k | 53.83 | |
| Anadarko Petroleum Corporation | 2.2 | $11M | 129k | 84.76 | |
| Hovnanian Enterprises | 1.9 | $9.5M | 2.0M | 4.73 | |
| BroadSoft | 1.0 | $4.9M | 183k | 26.73 | |
| General Electric Company | 0.2 | $1.1M | 42k | 25.90 | |
| Warren Resources | 0.1 | $575k | 120k | 4.80 | |
| Intrexon | 0.1 | $278k | 11k | 26.29 | |
| African Potash | 0.0 | $150k | 3.0M | 0.05 |
