Dudley & Shanley as of March 31, 2015
Portfolio Holdings for Dudley & Shanley
Dudley & Shanley holds 27 positions in its portfolio as reported in the March 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Aon | 6.4 | $32M | 330k | 96.12 | |
| Linear Technology Corporation | 6.0 | $30M | 632k | 46.80 | |
| Knight Transportation | 5.8 | $29M | 888k | 32.25 | |
| Paccar (PCAR) | 5.6 | $28M | 438k | 63.14 | |
| Toll Brothers (TOL) | 5.5 | $28M | 701k | 39.34 | |
| Beacon Roofing Supply (BECN) | 5.4 | $27M | 857k | 31.30 | |
| USG Corporation | 5.4 | $27M | 997k | 26.70 | |
| Robert Half International (RHI) | 5.0 | $25M | 413k | 60.52 | |
| MetLife (MET) | 5.0 | $25M | 494k | 50.55 | |
| Quanta Services (PWR) | 5.0 | $25M | 867k | 28.53 | |
| Xylem (XYL) | 4.9 | $24M | 693k | 35.02 | |
| EnerSys (ENS) | 4.5 | $23M | 351k | 64.24 | |
| Ecolab (ECL) | 4.5 | $23M | 197k | 114.38 | |
| Fiserv (FI) | 4.5 | $22M | 282k | 79.40 | |
| Fastenal Company (FAST) | 4.4 | $22M | 525k | 41.44 | |
| Intel Corporation (INTC) | 4.2 | $21M | 675k | 31.27 | |
| CSX Corporation (CSX) | 4.0 | $20M | 603k | 33.12 | |
| ABM Industries (ABM) | 3.4 | $17M | 531k | 31.86 | |
| Mettler-Toledo International (MTD) | 3.3 | $16M | 49k | 328.66 | |
| Waters Corporation (WAT) | 3.0 | $15M | 120k | 124.32 | |
| SM Energy (SM) | 1.9 | $9.2M | 178k | 51.68 | |
| Hovnanian Enterprises | 1.4 | $7.1M | 2.0M | 3.56 | |
| BroadSoft | 0.6 | $2.7M | 82k | 33.46 | |
| General Electric Company | 0.2 | $1.0M | 42k | 24.82 | |
| Watsco, Incorporated (WSO) | 0.1 | $264k | 2.1k | 125.71 | |
| Service Corporation International (SCI) | 0.0 | $209k | 8.0k | 26.04 | |
| Nexgen Energy (NXE) | 0.0 | $144k | 350k | 0.41 |
