Dudley & Shanley

Dudley & Shanley as of Sept. 30, 2018

Portfolio Holdings for Dudley & Shanley

Dudley & Shanley holds 35 positions in its portfolio as reported in the September 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
ABM Industries (ABM) 6.2 $33M 1.0M 32.25
Servicemaster Global 6.0 $32M 516k 62.03
First Data 6.0 $32M 1.3M 24.47
D.R. Horton (DHI) 5.9 $31M 738k 42.18
Service Corporation International (SCI) 5.9 $31M 704k 44.20
Royal Dutch Shell 5.8 $30M 446k 68.14
Aon 5.7 $30M 197k 153.78
Fiserv (FI) 5.6 $29M 357k 82.38
Beacon Roofing Supply (BECN) 5.5 $29M 805k 36.19
Welbilt 5.0 $27M 1.3M 20.88
Hanesbrands (HBI) 5.0 $27M 1.4M 18.43
Wabtec Corporation (WAB) 4.9 $26M 246k 104.88
Sp Plus (SP) 4.7 $25M 680k 36.50
Ecolab (ECL) 4.6 $24M 156k 156.78
Toll Brothers (TOL) 4.3 $23M 684k 33.03
A. O. Smith Corporation (AOS) 4.2 $22M 418k 53.37
Crane 4.1 $22M 222k 98.35
Healthcare Services (HCSG) 2.3 $12M 301k 40.62
Microsoft Corporation (MSFT) 1.2 $6.3M 55k 114.36
Ross Stores (ROST) 0.9 $4.8M 49k 99.09
TJX Companies (TJX) 0.9 $4.7M 42k 112.03
Roper Industries (ROP) 0.7 $3.5M 12k 296.18
SM Energy (SM) 0.7 $3.4M 109k 31.53
Visa (V) 0.6 $3.3M 22k 150.08
Bank of America Corporation (BAC) 0.6 $3.2M 110k 29.46
Ametek (AME) 0.5 $2.7M 34k 79.11
Iridium Communications (IRDM) 0.4 $2.0M 91k 22.50
Nexgen Energy (NXE) 0.4 $2.0M 983k 2.03
Analog Devices (ADI) 0.3 $1.6M 18k 92.49
Stericycle (SRCL) 0.2 $1.3M 22k 58.68
Hovnanian Enterprises 0.2 $1.1M 670k 1.60
NVR (NVR) 0.2 $1.0M 412.00 2470.87
Adamas Pharmaceuticals 0.2 $989k 49k 20.02
General Electric Company 0.2 $919k 81k 11.29
Watsco, Incorporated (WSO) 0.0 $232k 1.3k 178.46