Dudley & Shanley

Dudley & Shanley as of Sept. 30, 2014

Portfolio Holdings for Dudley & Shanley

Dudley & Shanley holds 29 positions in its portfolio as reported in the September 2014 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
USG Corporation 7.2 $34M 1.3M 27.49
Aon 6.1 $29M 331k 87.67
Linear Technology Corporation 5.8 $28M 628k 44.39
Quanta Services (PWR) 5.6 $27M 735k 36.29
CSX Corporation (CSX) 5.2 $25M 775k 32.06
Knight Transportation 5.1 $24M 883k 27.39
Intel Corporation (INTC) 4.9 $24M 677k 34.82
Fiserv (FI) 4.9 $24M 365k 64.64
Intuit (INTU) 4.9 $24M 269k 87.65
Paccar (PCAR) 4.9 $23M 410k 56.88
Toll Brothers (TOL) 4.6 $22M 703k 31.16
Robert Half International (RHI) 4.5 $21M 437k 49.00
Mettler-Toledo International (MTD) 4.4 $21M 82k 256.13
SM Energy (SM) 4.4 $21M 269k 78.00
Waters Corporation (WAT) 4.3 $21M 208k 99.12
Ecolab (ECL) 4.1 $20M 171k 114.83
Beacon Roofing Supply (BECN) 4.0 $19M 746k 25.48
Fastenal Company (FAST) 3.7 $18M 394k 44.90
Xylem (XYL) 3.4 $16M 461k 35.49
Solera Holdings 3.4 $16M 289k 56.36
EnerSys (ENS) 2.2 $10M 176k 58.64
Hovnanian Enterprises 1.5 $7.3M 2.0M 3.67
General Electric Company 0.2 $1.1M 42k 25.61
BroadSoft 0.2 $972k 46k 21.04
Bottomline Technologies 0.1 $690k 25k 27.60
MetLife (MET) 0.1 $602k 11k 53.75
Warren Resources 0.1 $458k 86k 5.30
African Potash 0.0 $25k 500k 0.05
Corsa Coal 0.0 $21k 100k 0.21