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 |
