Dudley & Shanley as of March 31, 2018
Portfolio Holdings for Dudley & Shanley
Dudley & Shanley holds 42 positions in its portfolio as reported in the March 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| American International (AIG) | 10.0 | $52M | 962k | 54.42 | |
| Hanesbrands (HBI) | 7.3 | $38M | 2.1M | 18.42 | |
| D.R. Horton (DHI) | 6.2 | $33M | 742k | 43.84 | |
| First Data | 6.1 | $32M | 2.0M | 16.00 | |
| USG Corporation | 5.9 | $31M | 766k | 40.42 | |
| Toll Brothers (TOL) | 5.7 | $30M | 694k | 43.25 | |
| ABM Industries (ABM) | 5.4 | $28M | 843k | 33.48 | |
| Aon | 5.3 | $28M | 198k | 140.33 | |
| Beacon Roofing Supply (BECN) | 5.1 | $27M | 504k | 53.07 | |
| Servicemaster Global | 5.0 | $26M | 519k | 50.85 | |
| Service Corporation International (SCI) | 5.0 | $26M | 686k | 37.74 | |
| Fiserv (FI) | 4.9 | $26M | 359k | 71.31 | |
| Welbilt | 4.7 | $24M | 1.3M | 19.45 | |
| Ecolab (ECL) | 4.1 | $21M | 156k | 137.07 | |
| SEI Investments Company (SEIC) | 3.6 | $19M | 254k | 74.91 | |
| Cerner Corporation | 3.5 | $19M | 319k | 58.00 | |
| Sp Plus | 3.5 | $18M | 509k | 35.60 | |
| Microsoft Corporation (MSFT) | 1.2 | $6.5M | 71k | 91.27 | |
| Ross Stores (ROST) | 0.7 | $3.8M | 49k | 77.98 | |
| TJX Companies (TJX) | 0.6 | $3.0M | 37k | 81.56 | |
| Roper Industries (ROP) | 0.5 | $2.8M | 10k | 280.68 | |
| Visa (V) | 0.5 | $2.7M | 22k | 119.60 | |
| Ametek (AME) | 0.5 | $2.6M | 34k | 75.97 | |
| A. O. Smith Corporation (AOS) | 0.5 | $2.5M | 40k | 63.60 | |
| Crane | 0.5 | $2.5M | 27k | 92.72 | |
| Hovnanian Enterprises | 0.5 | $2.4M | 1.3M | 1.83 | |
| Wabtec Corporation (WAB) | 0.4 | $2.2M | 28k | 81.38 | |
| Analog Devices (ADI) | 0.4 | $2.0M | 22k | 91.13 | |
| SM Energy (SM) | 0.4 | $2.0M | 111k | 18.03 | |
| Bank of America Corporation (BAC) | 0.4 | $1.9M | 63k | 29.98 | |
| Nexgen Energy (NXE) | 0.3 | $1.3M | 775k | 1.72 | |
| NVR (NVR) | 0.2 | $1.2M | 412.00 | 2800.97 | |
| Mrc Global Inc cmn (MRC) | 0.2 | $986k | 60k | 16.43 | |
| Adamas Pharmaceuticals | 0.1 | $741k | 31k | 23.90 | |
| ConocoPhillips (COP) | 0.1 | $623k | 11k | 59.33 | |
| General Electric Company | 0.1 | $553k | 41k | 13.49 | |
| Verizon Communications (VZ) | 0.1 | $502k | 11k | 47.81 | |
| Biogen Idec (BIIB) | 0.1 | $548k | 2.0k | 274.00 | |
| Golar Lng (GLNG) | 0.1 | $547k | 20k | 27.35 | |
| Paccar (PCAR) | 0.1 | $397k | 6.0k | 66.17 | |
| Ormat Technologies (ORA) | 0.1 | $296k | 5.3k | 56.38 | |
| Watsco, Incorporated (WSO) | 0.0 | $235k | 1.3k | 180.77 |
