Dudley & Shanley as of June 30, 2016
Portfolio Holdings for Dudley & Shanley
Dudley & Shanley holds 30 positions in its portfolio as reported in the June 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Beacon Roofing Supply (BECN) | 7.5 | $33M | 722k | 45.47 | |
| USG Corporation | 7.2 | $32M | 1.2M | 26.96 | |
| Linear Technology Corporation | 6.8 | $30M | 636k | 46.53 | |
| Aon | 6.0 | $26M | 240k | 109.23 | |
| Knight Transportation | 5.9 | $26M | 980k | 26.58 | |
| ABM Industries (ABM) | 5.7 | $25M | 681k | 36.48 | |
| SEI Investments Company (SEIC) | 5.2 | $23M | 478k | 48.11 | |
| Ecolab (ECL) | 5.2 | $23M | 193k | 118.60 | |
| Toll Brothers (TOL) | 5.2 | $23M | 841k | 26.91 | |
| Paccar (PCAR) | 5.0 | $22M | 425k | 51.87 | |
| Fastenal Company (FAST) | 5.0 | $22M | 496k | 44.39 | |
| Penske Automotive (PAG) | 4.6 | $20M | 645k | 31.46 | |
| Fiserv (FI) | 4.6 | $20M | 185k | 108.73 | |
| Robert Half International (RHI) | 4.4 | $20M | 510k | 38.16 | |
| Interpublic Group of Companies (IPG) | 4.3 | $19M | 820k | 23.10 | |
| U.S. Bancorp (USB) | 4.1 | $18M | 448k | 40.33 | |
| American International (AIG) | 3.9 | $17M | 326k | 52.89 | |
| Waters Corporation (WAT) | 3.8 | $16M | 117k | 140.65 | |
| Zions Bancorporation (ZION) | 2.2 | $9.7M | 386k | 25.13 | |
| Hovnanian Enterprises | 1.0 | $4.4M | 2.6M | 1.68 | |
| SM Energy (SM) | 0.9 | $4.0M | 149k | 27.00 | |
| BroadSoft | 0.4 | $1.9M | 47k | 41.03 | |
| General Electric Company | 0.3 | $1.3M | 41k | 31.49 | |
| Nexgen Energy (NXE) | 0.2 | $1.1M | 545k | 2.05 | |
| W.W. Grainger (GWW) | 0.1 | $454k | 2.0k | 227.00 | |
| Mrc Global Inc cmn (MRC) | 0.1 | $441k | 31k | 14.23 | |
| Service Corporation International (SCI) | 0.1 | $286k | 11k | 27.04 | |
| Watsco, Incorporated (WSO) | 0.1 | $267k | 1.9k | 140.53 | |
| Sp Plus | 0.1 | $250k | 11k | 22.62 | |
| Euronav Sa (CMBT) | 0.1 | $205k | 22k | 9.18 |
