Dudley & Shanley as of June 30, 2015
Portfolio Holdings for Dudley & Shanley
Dudley & Shanley holds 27 positions in its portfolio as reported in the June 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Aon | 6.2 | $31M | 313k | 99.68 | |
| Linear Technology Corporation | 5.8 | $29M | 654k | 44.23 | |
| Toll Brothers (TOL) | 5.7 | $29M | 751k | 38.19 | |
| Beacon Roofing Supply (BECN) | 5.6 | $28M | 847k | 33.22 | |
| MetLife (MET) | 5.5 | $28M | 494k | 55.99 | |
| USG Corporation | 5.5 | $28M | 993k | 27.79 | |
| Paccar (PCAR) | 5.5 | $28M | 433k | 63.81 | |
| Knight Transportation | 5.3 | $27M | 1.0M | 26.74 | |
| Xylem (XYL) | 5.2 | $26M | 700k | 37.07 | |
| Quanta Services (PWR) | 5.0 | $25M | 868k | 28.82 | |
| EnerSys (ENS) | 4.9 | $25M | 351k | 70.29 | |
| Penske Automotive (PAG) | 4.7 | $24M | 453k | 52.11 | |
| Fiserv (FI) | 4.6 | $23M | 281k | 82.83 | |
| ABM Industries (ABM) | 4.4 | $22M | 678k | 32.87 | |
| Ecolab (ECL) | 4.4 | $22M | 197k | 113.07 | |
| Fastenal Company (FAST) | 4.4 | $22M | 525k | 42.18 | |
| Robert Half International (RHI) | 4.3 | $22M | 389k | 55.50 | |
| Intel Corporation (INTC) | 3.4 | $17M | 558k | 30.42 | |
| Mettler-Toledo International (MTD) | 3.3 | $16M | 48k | 341.45 | |
| Waters Corporation (WAT) | 3.0 | $15M | 120k | 128.38 | |
| SM Energy (SM) | 1.5 | $7.7M | 167k | 46.12 | |
| Hovnanian Enterprises | 1.1 | $5.3M | 2.0M | 2.66 | |
| BroadSoft | 0.5 | $2.4M | 70k | 34.57 | |
| General Electric Company | 0.2 | $1.1M | 41k | 26.56 | |
| Watsco, Incorporated (WSO) | 0.1 | $235k | 1.9k | 123.68 | |
| Service Corporation International (SCI) | 0.1 | $266k | 9.0k | 29.47 | |
| Nexgen Energy (NXE) | 0.0 | $221k | 350k | 0.63 |
