Dudley & Shanley

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 (SP) 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