Dudley & Shanley as of June 30, 2014
Portfolio Holdings for Dudley & Shanley
Dudley & Shanley holds 27 positions in its portfolio as reported in the June 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Aon | 6.1 | $30M | 334k | 90.09 | |
| Linear Technology Corporation | 6.0 | $30M | 634k | 47.07 | |
| Intel Corporation (INTC) | 5.8 | $29M | 928k | 30.90 | |
| Robert Half International (RHI) | 5.7 | $28M | 591k | 47.74 | |
| Toll Brothers (TOL) | 5.3 | $27M | 718k | 36.90 | |
| Paccar (PCAR) | 5.2 | $26M | 415k | 62.83 | |
| Quanta Services (PWR) | 5.2 | $26M | 743k | 34.58 | |
| CSX Corporation (CSX) | 4.9 | $24M | 786k | 30.81 | |
| Beacon Roofing Supply (BECN) | 4.9 | $24M | 729k | 33.12 | |
| Fastenal Company (FAST) | 4.8 | $24M | 482k | 49.49 | |
| Intuit (INTU) | 4.7 | $23M | 287k | 80.53 | |
| SM Energy (SM) | 4.6 | $23M | 273k | 84.10 | |
| Fiserv (FI) | 4.6 | $23M | 376k | 60.32 | |
| Waters Corporation (WAT) | 4.5 | $22M | 213k | 104.44 | |
| USG Corporation | 4.4 | $22M | 718k | 30.13 | |
| Mettler-Toledo International (MTD) | 4.3 | $21M | 85k | 253.19 | |
| Solera Holdings | 4.0 | $20M | 292k | 67.15 | |
| Ecolab (ECL) | 3.9 | $19M | 174k | 111.34 | |
| Knight Transportation | 3.4 | $17M | 717k | 23.77 | |
| Xylem (XYL) | 2.7 | $13M | 338k | 39.08 | |
| EnerSys (ENS) | 2.5 | $12M | 179k | 68.79 | |
| Hovnanian Enterprises | 2.1 | $10M | 2.0M | 5.15 | |
| General Electric Company | 0.2 | $1.1M | 42k | 26.28 | |
| BroadSoft | 0.2 | $1.0M | 39k | 26.38 | |
| Warren Resources | 0.1 | $673k | 109k | 6.20 | |
| Intrexon | 0.1 | $406k | 16k | 25.14 | |
| African Potash | 0.0 | $150k | 2.5M | 0.06 |
