Dudley & Shanley as of Dec. 31, 2015
Portfolio Holdings for Dudley & Shanley
Dudley & Shanley holds 29 positions in its portfolio as reported in the December 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Beacon Roofing Supply (BECN) | 6.8 | $31M | 751k | 41.18 | |
| Penske Automotive (PAG) | 6.6 | $30M | 703k | 42.34 | |
| USG Corporation | 6.5 | $29M | 1.2M | 24.29 | |
| Linear Technology Corporation | 6.1 | $28M | 647k | 42.47 | |
| Aon | 6.0 | $27M | 294k | 92.21 | |
| Toll Brothers (TOL) | 5.5 | $25M | 745k | 33.30 | |
| Knight Transportation | 5.4 | $24M | 1.0M | 24.23 | |
| MetLife (MET) | 5.0 | $22M | 465k | 48.21 | |
| Ecolab (ECL) | 5.0 | $22M | 195k | 114.38 | |
| Fastenal Company (FAST) | 4.6 | $21M | 512k | 40.82 | |
| Paccar (PCAR) | 4.5 | $21M | 433k | 47.40 | |
| American International (AIG) | 4.5 | $20M | 328k | 61.97 | |
| ABM Industries (ABM) | 4.4 | $20M | 693k | 28.47 | |
| U.S. Bancorp (USB) | 4.3 | $20M | 457k | 42.67 | |
| Zions Bancorporation (ZION) | 4.3 | $19M | 705k | 27.30 | |
| Robert Half International (RHI) | 4.1 | $19M | 394k | 47.14 | |
| Fiserv (FI) | 4.0 | $18M | 197k | 91.46 | |
| Mettler-Toledo International (MTD) | 3.6 | $16M | 47k | 339.14 | |
| Waters Corporation (WAT) | 3.5 | $16M | 119k | 134.58 | |
| EnerSys (ENS) | 2.7 | $12M | 215k | 55.93 | |
| Hovnanian Enterprises | 0.9 | $4.2M | 2.3M | 1.81 | |
| SM Energy (SM) | 0.7 | $3.3M | 167k | 19.66 | |
| BroadSoft | 0.5 | $2.3M | 65k | 35.35 | |
| General Electric Company | 0.3 | $1.3M | 41k | 31.14 | |
| Fireeye | 0.1 | $695k | 34k | 20.75 | |
| Service Corporation International (SCI) | 0.1 | $275k | 11k | 26.00 | |
| Watsco, Incorporated (WSO) | 0.1 | $223k | 1.9k | 117.37 | |
| Sp Plus | 0.1 | $228k | 9.6k | 23.87 | |
| Nexgen Energy (NXE) | 0.1 | $227k | 445k | 0.51 |
