Dudley & Shanley as of Sept. 30, 2017
Portfolio Holdings for Dudley & Shanley
Dudley & Shanley holds 29 positions in its portfolio as reported in the September 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| D.R. Horton (DHI) | 8.4 | $38M | 954k | 39.93 | |
| Beacon Roofing Supply (BECN) | 7.9 | $36M | 701k | 51.25 | |
| Toll Brothers (TOL) | 7.6 | $34M | 830k | 41.47 | |
| Aon | 6.6 | $30M | 203k | 146.10 | |
| SEI Investments Company (SEIC) | 6.0 | $27M | 446k | 61.06 | |
| USG Corporation | 5.7 | $26M | 788k | 32.65 | |
| Servicemaster Global | 5.5 | $25M | 537k | 46.73 | |
| First Data | 5.2 | $24M | 1.3M | 18.04 | |
| Fiserv (FI) | 5.2 | $23M | 182k | 128.96 | |
| ABM Industries (ABM) | 4.8 | $22M | 525k | 41.71 | |
| Paccar (PCAR) | 4.8 | $22M | 302k | 72.34 | |
| American International (AIG) | 4.7 | $21M | 343k | 61.39 | |
| Ecolab (ECL) | 4.5 | $21M | 159k | 128.61 | |
| Fastenal Company (FAST) | 4.5 | $20M | 446k | 45.58 | |
| Interpublic Group of Companies (IPG) | 4.3 | $19M | 935k | 20.79 | |
| Hanesbrands (HBI) | 3.3 | $15M | 611k | 24.64 | |
| Welbilt | 3.2 | $15M | 636k | 23.05 | |
| Robert Half International (RHI) | 2.0 | $9.0M | 179k | 50.34 | |
| Service Corporation International (SCI) | 1.6 | $7.2M | 210k | 34.50 | |
| Sp Plus | 1.3 | $6.1M | 154k | 39.50 | |
| Hovnanian Enterprises | 0.9 | $4.0M | 2.1M | 1.93 | |
| SM Energy (SM) | 0.5 | $2.3M | 127k | 17.74 | |
| Analog Devices (ADI) | 0.4 | $1.9M | 22k | 86.19 | |
| Nexgen Energy (NXE) | 0.4 | $1.7M | 775k | 2.22 | |
| Mrc Global Inc cmn (MRC) | 0.2 | $1.0M | 60k | 17.48 | |
| General Electric Company | 0.2 | $991k | 41k | 24.17 | |
| Winnebago Industries (WGO) | 0.1 | $351k | 7.9k | 44.71 | |
| Versum Matls | 0.1 | $272k | 7.0k | 38.86 | |
| Watsco, Incorporated (WSO) | 0.1 | $209k | 1.3k | 160.77 |
