Dudley & Shanley as of Dec. 31, 2014
Portfolio Holdings for Dudley & Shanley
Dudley & Shanley holds 27 positions in its portfolio as reported in the December 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Aon | 6.2 | $31M | 325k | 94.83 | |
| Knight Transportation | 5.9 | $29M | 873k | 33.66 | |
| Linear Technology Corporation | 5.7 | $28M | 622k | 45.60 | |
| Paccar (PCAR) | 5.5 | $28M | 404k | 68.01 | |
| USG Corporation | 5.4 | $27M | 966k | 27.99 | |
| Fiserv (FI) | 5.1 | $25M | 355k | 70.97 | |
| Intel Corporation (INTC) | 4.9 | $25M | 677k | 36.29 | |
| Mettler-Toledo International (MTD) | 4.9 | $25M | 81k | 302.46 | |
| Robert Half International (RHI) | 4.9 | $24M | 417k | 58.38 | |
| Toll Brothers (TOL) | 4.8 | $24M | 698k | 34.27 | |
| Fastenal Company (FAST) | 4.5 | $22M | 470k | 47.56 | |
| Waters Corporation (WAT) | 4.5 | $22M | 198k | 112.72 | |
| Beacon Roofing Supply (BECN) | 4.5 | $22M | 800k | 27.80 | |
| CSX Corporation (CSX) | 4.3 | $22M | 595k | 36.23 | |
| Quanta Services (PWR) | 4.1 | $21M | 726k | 28.39 | |
| Xylem (XYL) | 4.1 | $20M | 533k | 38.07 | |
| MetLife (MET) | 4.0 | $20M | 363k | 54.09 | |
| EnerSys (ENS) | 3.9 | $19M | 314k | 61.72 | |
| Intuit (INTU) | 3.6 | $18M | 193k | 92.19 | |
| Ecolab (ECL) | 3.5 | $18M | 169k | 104.52 | |
| SM Energy (SM) | 1.7 | $8.6M | 224k | 38.58 | |
| Hovnanian Enterprises | 1.7 | $8.3M | 2.0M | 4.13 | |
| ABM Industries (ABM) | 1.5 | $7.4M | 258k | 28.65 | |
| BroadSoft | 0.5 | $2.2M | 76k | 29.02 | |
| General Electric Company | 0.2 | $1.1M | 42k | 25.28 | |
| Watsco, Incorporated (WSO) | 0.1 | $235k | 2.2k | 106.82 | |
| Nexgen Energy (NXE) | 0.0 | $83k | 250k | 0.33 |
