Dudley & Shanley as of Dec. 31, 2018
Portfolio Holdings for Dudley & Shanley
Dudley & Shanley holds 31 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| ABM Industries (ABM) | 8.1 | $33M | 1.0M | 32.11 | |
| Servicemaster Global | 7.2 | $29M | 783k | 36.74 | |
| Aon | 7.2 | $29M | 197k | 145.36 | |
| Service Corporation International (SCI) | 7.1 | $28M | 702k | 40.26 | |
| Welbilt | 6.9 | $28M | 2.5M | 11.11 | |
| Fiserv (FI) | 6.6 | $26M | 357k | 73.49 | |
| D.R. Horton (DHI) | 6.4 | $26M | 738k | 34.66 | |
| Beacon Roofing Supply (BECN) | 6.1 | $24M | 765k | 31.72 | |
| Ecolab (ECL) | 5.7 | $23M | 156k | 147.35 | |
| Toll Brothers (TOL) | 5.6 | $23M | 684k | 32.93 | |
| First Data | 5.6 | $23M | 1.3M | 16.91 | |
| Healthcare Services (HCSG) | 5.2 | $21M | 521k | 40.18 | |
| Wabtec Corporation (WAB) | 4.5 | $18M | 257k | 70.25 | |
| Sp Plus (SP) | 4.0 | $16M | 538k | 29.54 | |
| Crane | 3.4 | $14M | 190k | 72.18 | |
| Microsoft Corporation (MSFT) | 1.6 | $6.5M | 64k | 101.57 | |
| Walt Disney Company (DIS) | 1.3 | $5.2M | 48k | 109.66 | |
| Bank of America Corporation (BAC) | 1.0 | $4.1M | 165k | 24.64 | |
| Ross Stores (ROST) | 1.0 | $3.8M | 46k | 83.19 | |
| TJX Companies (TJX) | 0.9 | $3.6M | 80k | 44.74 | |
| Roper Industries (ROP) | 0.8 | $3.1M | 12k | 266.51 | |
| Ametek (AME) | 0.6 | $2.3M | 34k | 67.70 | |
| JPMorgan Chase & Co. (JPM) | 0.5 | $2.0M | 20k | 97.60 | |
| Iridium Communications (IRDM) | 0.5 | $1.8M | 96k | 18.45 | |
| Nexgen Energy (NXE) | 0.4 | $1.7M | 993k | 1.76 | |
| A. O. Smith Corporation (AOS) | 0.4 | $1.7M | 40k | 42.71 | |
| SM Energy (SM) | 0.4 | $1.7M | 109k | 15.48 | |
| Visa (V) | 0.4 | $1.5M | 12k | 131.91 | |
| NVR (NVR) | 0.3 | $1.3M | 534.00 | 2436.33 | |
| Adamas Pharmaceuticals | 0.1 | $576k | 67k | 8.55 | |
| Hovnanian Enterprises | 0.1 | $204k | 300k | 0.68 |
