Dudley & Shanley as of Dec. 31, 2017
Portfolio Holdings for Dudley & Shanley
Dudley & Shanley holds 28 positions in its portfolio as reported in the December 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| D.R. Horton (DHI) | 8.2 | $37M | 716k | 51.07 | |
| Toll Brothers (TOL) | 7.5 | $34M | 700k | 48.02 | |
| Beacon Roofing Supply (BECN) | 7.2 | $32M | 506k | 63.76 | |
| USG Corporation | 6.6 | $30M | 765k | 38.56 | |
| Hanesbrands (HBI) | 6.2 | $28M | 1.3M | 20.91 | |
| Servicemaster Global | 6.1 | $27M | 529k | 51.27 | |
| Aon | 6.0 | $27M | 201k | 134.00 | |
| ABM Industries (ABM) | 5.8 | $26M | 689k | 37.72 | |
| Fastenal Company (FAST) | 5.4 | $24M | 439k | 54.69 | |
| Fiserv (FI) | 5.3 | $24M | 179k | 131.13 | |
| First Data | 4.9 | $22M | 1.3M | 16.71 | |
| Ecolab (ECL) | 4.7 | $21M | 157k | 134.18 | |
| American International (AIG) | 4.5 | $20M | 338k | 59.58 | |
| SEI Investments Company (SEIC) | 4.1 | $18M | 253k | 71.86 | |
| Paccar (PCAR) | 3.9 | $17M | 244k | 71.08 | |
| Service Corporation International (SCI) | 3.4 | $15M | 410k | 37.32 | |
| Welbilt | 3.4 | $15M | 634k | 23.51 | |
| Cerner Corporation | 1.9 | $8.6M | 128k | 67.39 | |
| Sp Plus | 1.7 | $7.4M | 200k | 37.10 | |
| Hovnanian Enterprises | 1.0 | $4.3M | 1.3M | 3.35 | |
| SM Energy (SM) | 0.6 | $2.8M | 127k | 22.08 | |
| Nexgen Energy (NXE) | 0.5 | $2.0M | 775k | 2.56 | |
| Analog Devices (ADI) | 0.4 | $1.9M | 21k | 89.01 | |
| Mrc Global Inc cmn (MRC) | 0.2 | $1.0M | 60k | 16.92 | |
| General Electric Company | 0.2 | $890k | 51k | 17.45 | |
| Winnebago Industries (WGO) | 0.1 | $297k | 5.4k | 55.51 | |
| Watsco, Incorporated (WSO) | 0.1 | $221k | 1.3k | 170.00 | |
| Sirius Xm Holdings (SIRI) | 0.0 | $161k | 30k | 5.37 |
