Dudley & Shanley as of March 31, 2019
Portfolio Holdings for Dudley & Shanley
Dudley & Shanley holds 27 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| ABM Industries (ABM) | 9.3 | $36M | 991k | 36.35 | |
| Fiserv (FI) | 7.9 | $31M | 347k | 88.28 | |
| D.R. Horton (DHI) | 7.7 | $30M | 718k | 41.38 | |
| Servicemaster Global | 7.5 | $29M | 617k | 46.70 | |
| Service Corporation International (SCI) | 7.1 | $27M | 683k | 40.15 | |
| Ecolab (ECL) | 7.0 | $27M | 154k | 176.54 | |
| Aon | 6.6 | $25M | 149k | 170.70 | |
| Beacon Roofing Supply (BECN) | 6.3 | $24M | 757k | 32.16 | |
| TJX Companies (TJX) | 6.3 | $24M | 457k | 53.21 | |
| Welbilt | 6.3 | $24M | 1.5M | 16.38 | |
| Sp Plus (SP) | 4.7 | $18M | 530k | 34.12 | |
| Crane | 4.0 | $16M | 184k | 84.62 | |
| Walt Disney Company (DIS) | 3.7 | $14M | 129k | 111.03 | |
| Iridium Communications (IRDM) | 2.7 | $11M | 399k | 26.44 | |
| Healthcare Services (HCSG) | 2.7 | $11M | 318k | 32.99 | |
| Microsoft Corporation (MSFT) | 2.5 | $9.7M | 82k | 117.94 | |
| Bank of America Corporation (BAC) | 1.5 | $5.9M | 214k | 27.59 | |
| Ametek (AME) | 1.1 | $4.3M | 52k | 82.97 | |
| Roper Industries (ROP) | 1.0 | $4.0M | 12k | 341.95 | |
| Visa (V) | 1.0 | $4.0M | 26k | 156.18 | |
| First Data | 0.7 | $2.6M | 100k | 26.27 | |
| A. O. Smith Corporation (AOS) | 0.5 | $1.9M | 36k | 53.31 | |
| SM Energy (SM) | 0.5 | $1.9M | 109k | 17.49 | |
| Nexgen Energy (NXE) | 0.5 | $1.8M | 1.1M | 1.62 | |
| NVR (NVR) | 0.4 | $1.5M | 537.00 | 2767.23 | |
| Wabtec Corporation (WAB) | 0.3 | $1.3M | 18k | 73.70 | |
| Adamas Pharmaceuticals | 0.1 | $479k | 67k | 7.11 |
