Dudley & Shanley as of Sept. 30, 2015
Portfolio Holdings for Dudley & Shanley
Dudley & Shanley holds 28 positions in its portfolio as reported in the September 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Aon | 6.2 | $28M | 313k | 88.61 | |
| USG Corporation | 6.0 | $27M | 1.0M | 26.62 | |
| Linear Technology Corporation | 5.9 | $26M | 655k | 40.35 | |
| Beacon Roofing Supply (BECN) | 5.7 | $26M | 793k | 32.49 | |
| Toll Brothers (TOL) | 5.7 | $26M | 751k | 34.24 | |
| Knight Transportation | 5.3 | $24M | 1.0M | 24.00 | |
| MetLife (MET) | 5.1 | $23M | 492k | 47.15 | |
| Penske Automotive (PAG) | 5.1 | $23M | 471k | 48.44 | |
| Paccar (PCAR) | 5.0 | $23M | 433k | 52.17 | |
| Ecolab (ECL) | 4.8 | $22M | 197k | 109.72 | |
| Robert Half International (RHI) | 4.4 | $20M | 385k | 51.16 | |
| Zions Bancorporation (ZION) | 4.2 | $19M | 696k | 27.54 | |
| U.S. Bancorp (USB) | 4.2 | $19M | 459k | 41.01 | |
| EnerSys (ENS) | 4.2 | $19M | 351k | 53.58 | |
| ABM Industries (ABM) | 4.1 | $19M | 684k | 27.31 | |
| American International (AIG) | 4.0 | $18M | 317k | 56.82 | |
| Fastenal Company (FAST) | 4.0 | $18M | 490k | 36.61 | |
| Fiserv (FI) | 3.8 | $17M | 199k | 86.61 | |
| Quanta Services (PWR) | 3.2 | $15M | 603k | 24.21 | |
| Waters Corporation (WAT) | 3.1 | $14M | 120k | 118.21 | |
| Mettler-Toledo International (MTD) | 3.0 | $14M | 48k | 284.74 | |
| SM Energy (SM) | 1.2 | $5.4M | 167k | 32.04 | |
| Hovnanian Enterprises | 0.9 | $4.0M | 2.3M | 1.77 | |
| BroadSoft | 0.5 | $2.1M | 70k | 29.96 | |
| General Electric Company | 0.2 | $1.0M | 41k | 25.23 | |
| Service Corporation International (SCI) | 0.1 | $287k | 11k | 27.14 | |
| Watsco, Incorporated (WSO) | 0.1 | $225k | 1.9k | 118.42 | |
| Nexgen Energy (NXE) | 0.0 | $182k | 395k | 0.46 |
