Dudley & Shanley

Dudley & Shanley as of June 30, 2018

Portfolio Holdings for Dudley & Shanley

Dudley & Shanley holds 37 positions in its portfolio as reported in the June 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
American International (AIG) 10.1 $52M 983k 53.02
First Data 7.9 $41M 1.9M 20.93
ABM Industries (ABM) 7.4 $38M 1.3M 29.18
Hanesbrands (HBI) 6.3 $32M 1.5M 22.02
Beacon Roofing Supply (BECN) 6.2 $32M 755k 42.62
Servicemaster Global 5.9 $31M 516k 59.47
D.R. Horton (DHI) 5.9 $30M 738k 41.00
Welbilt 5.4 $28M 1.3M 22.31
Aon 5.2 $27M 197k 137.17
Fiserv (FI) 5.1 $27M 357k 74.09
Toll Brothers (TOL) 4.9 $25M 684k 36.99
Sp Plus (SP) 4.9 $25M 680k 37.20
Service Corporation International (SCI) 4.9 $25M 704k 35.79
Ecolab (ECL) 4.2 $22M 156k 140.33
Royal Dutch Shell 3.2 $17M 239k 69.23
SEI Investments Company (SEIC) 2.9 $15M 241k 62.52
Microsoft Corporation (MSFT) 1.6 $8.4M 85k 98.61
Ross Stores (ROST) 0.8 $4.1M 49k 84.75
TJX Companies (TJX) 0.8 $4.0M 42k 95.17
Visa (V) 0.6 $2.9M 22k 132.47
Roper Industries (ROP) 0.5 $2.8M 10k 275.91
SM Energy (SM) 0.5 $2.8M 109k 25.69
Wabtec Corporation (WAB) 0.5 $2.7M 28k 98.59
Ametek (AME) 0.5 $2.5M 34k 72.15
A. O. Smith Corporation (AOS) 0.5 $2.3M 40k 59.15
Analog Devices (ADI) 0.4 $2.1M 22k 95.92
Crane 0.4 $2.1M 27k 80.13
Bank of America Corporation (BAC) 0.4 $2.1M 73k 28.20
Hovnanian Enterprises 0.3 $1.8M 1.1M 1.63
Iridium Communications (IRDM) 0.3 $1.6M 99k 16.10
Nexgen Energy (NXE) 0.3 $1.5M 838k 1.85
Mrc Global Inc cmn (MRC) 0.2 $1.3M 60k 21.67
NVR (NVR) 0.2 $1.2M 412.00 2970.87
General Electric Company 0.2 $1.1M 81k 13.61
Biogen Idec (BIIB) 0.1 $580k 2.0k 290.00
Adamas Pharmaceuticals 0.1 $542k 21k 25.81
Watsco, Incorporated (WSO) 0.0 $232k 1.3k 178.46