Dudley & Shanley as of Sept. 30, 2016
Portfolio Holdings for Dudley & Shanley
Dudley & Shanley holds 33 positions in its portfolio as reported in the September 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| USG Corporation | 7.0 | $30M | 1.2M | 25.85 | |
| Beacon Roofing Supply (BECN) | 6.9 | $30M | 711k | 42.07 | |
| Knight Transportation | 6.4 | $28M | 973k | 28.69 | |
| Aon | 6.2 | $27M | 240k | 112.49 | |
| Toll Brothers (TOL) | 5.8 | $25M | 839k | 29.86 | |
| Paccar (PCAR) | 5.7 | $25M | 420k | 58.78 | |
| Ecolab (ECL) | 5.3 | $23M | 190k | 121.72 | |
| SEI Investments Company (SEIC) | 5.0 | $22M | 478k | 45.61 | |
| ABM Industries (ABM) | 4.8 | $21M | 528k | 39.70 | |
| Fastenal Company (FAST) | 4.8 | $21M | 496k | 41.78 | |
| American International (AIG) | 4.7 | $21M | 348k | 59.34 | |
| Robert Half International (RHI) | 4.5 | $20M | 522k | 37.86 | |
| D.R. Horton (DHI) | 4.4 | $19M | 635k | 30.20 | |
| U.S. Bancorp (USB) | 4.4 | $19M | 447k | 42.89 | |
| Waters Corporation (WAT) | 4.2 | $19M | 117k | 158.49 | |
| Interpublic Group of Companies (IPG) | 4.2 | $18M | 823k | 22.35 | |
| Fiserv (FI) | 4.2 | $18M | 184k | 99.47 | |
| Servicemaster Global | 3.7 | $16M | 483k | 33.68 | |
| Zions Bancorporation (ZION) | 2.7 | $12M | 384k | 31.02 | |
| SM Energy (SM) | 1.1 | $5.0M | 129k | 38.58 | |
| Hovnanian Enterprises | 1.0 | $4.4M | 2.6M | 1.69 | |
| Linear Technology Corporation | 0.8 | $3.6M | 60k | 59.28 | |
| BroadSoft | 0.4 | $1.7M | 37k | 46.55 | |
| Analog Devices (ADI) | 0.4 | $1.7M | 26k | 64.44 | |
| Mrc Global Inc cmn (MRC) | 0.3 | $1.4M | 87k | 16.43 | |
| General Electric Company | 0.3 | $1.2M | 41k | 29.61 | |
| Nexgen Energy (NXE) | 0.2 | $813k | 535k | 1.52 | |
| W.W. Grainger (GWW) | 0.1 | $585k | 2.6k | 225.00 | |
| Watsco, Incorporated (WSO) | 0.1 | $268k | 1.9k | 141.05 | |
| Service Corporation International (SCI) | 0.1 | $276k | 10k | 26.54 | |
| Sp Plus (SP) | 0.1 | $277k | 11k | 25.53 | |
| Euronav Sa (EURN) | 0.1 | $206k | 27k | 7.64 | |
| Iridium Communications (IRDM) | 0.0 | $135k | 17k | 8.08 |
