Dudley & Shanley as of March 31, 2016
Portfolio Holdings for Dudley & Shanley
Dudley & Shanley holds 29 positions in its portfolio as reported in the March 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Penske Automotive (PAG) | 7.5 | $34M | 900k | 37.90 | |
| Beacon Roofing Supply (BECN) | 6.7 | $31M | 752k | 41.01 | |
| USG Corporation | 6.4 | $29M | 1.2M | 24.81 | |
| Linear Technology Corporation | 6.2 | $29M | 641k | 44.56 | |
| Aon | 5.7 | $26M | 251k | 104.45 | |
| Knight Transportation | 5.6 | $26M | 980k | 26.15 | |
| Fastenal Company (FAST) | 5.4 | $25M | 506k | 49.00 | |
| Toll Brothers (TOL) | 5.4 | $25M | 840k | 29.51 | |
| Paccar (PCAR) | 5.1 | $24M | 429k | 54.69 | |
| ABM Industries (ABM) | 4.8 | $22M | 686k | 32.31 | |
| Ecolab (ECL) | 4.7 | $22M | 193k | 111.52 | |
| SEI Investments Company (SEIC) | 4.5 | $21M | 478k | 43.05 | |
| Fiserv (FI) | 4.3 | $20M | 191k | 102.58 | |
| Interpublic Group of Companies (IPG) | 4.1 | $19M | 819k | 22.95 | |
| U.S. Bancorp (USB) | 4.0 | $18M | 453k | 40.59 | |
| Robert Half International (RHI) | 3.9 | $18M | 386k | 46.58 | |
| American International (AIG) | 3.9 | $18M | 332k | 54.05 | |
| Mettler-Toledo International (MTD) | 3.5 | $16M | 47k | 344.76 | |
| Waters Corporation (WAT) | 3.4 | $15M | 117k | 131.92 | |
| Zions Bancorporation (ZION) | 2.0 | $9.4M | 388k | 24.21 | |
| Hovnanian Enterprises | 0.9 | $4.0M | 2.6M | 1.56 | |
| SM Energy (SM) | 0.7 | $3.1M | 163k | 18.74 | |
| BroadSoft | 0.5 | $2.2M | 55k | 40.35 | |
| General Electric Company | 0.3 | $1.3M | 41k | 31.79 | |
| Nexgen Energy (NXE) | 0.2 | $730k | 545k | 1.34 | |
| Watsco, Incorporated (WSO) | 0.1 | $256k | 1.9k | 134.74 | |
| Service Corporation International (SCI) | 0.1 | $261k | 11k | 24.68 | |
| Sp Plus | 0.1 | $230k | 9.6k | 24.08 | |
| Euronav Sa (CMBT) | 0.1 | $229k | 22k | 10.26 |
