Dudley & Shanley as of June 30, 2019
Portfolio Holdings for Dudley & Shanley
Dudley & Shanley holds 26 positions in its portfolio as reported in the June 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| ABM Industries (ABM) | 9.4 | $39M | 972k | 40.00 | |
| Servicemaster Global | 7.9 | $33M | 625k | 52.09 | |
| Service Corporation International (SCI) | 7.8 | $32M | 693k | 46.78 | |
| Ecolab (ECL) | 7.2 | $30M | 150k | 197.44 | |
| Aon | 6.9 | $29M | 148k | 192.98 | |
| Fiserv (FI) | 6.8 | $28M | 312k | 91.16 | |
| Beacon Roofing Supply (BECN) | 6.7 | $28M | 756k | 36.72 | |
| Welbilt | 6.0 | $25M | 1.5M | 16.70 | |
| TJX Companies (TJX) | 5.9 | $25M | 463k | 52.88 | |
| Walt Disney Company (DIS) | 5.9 | $24M | 175k | 139.64 | |
| Wabtec Corporation (WAB) | 5.2 | $21M | 298k | 71.76 | |
| Iridium Communications (IRDM) | 4.9 | $20M | 870k | 23.26 | |
| Crane | 4.7 | $20M | 234k | 83.44 | |
| Sp Plus | 4.1 | $17M | 529k | 31.93 | |
| Carbonite | 3.3 | $14M | 529k | 26.04 | |
| Microsoft Corporation (MSFT) | 1.7 | $7.0M | 52k | 133.96 | |
| Bank of America Corporation (BAC) | 1.6 | $6.6M | 229k | 29.00 | |
| Visa (V) | 1.1 | $4.4M | 26k | 173.56 | |
| Ametek (AME) | 0.9 | $3.9M | 43k | 90.85 | |
| First Data | 0.6 | $2.5M | 92k | 27.07 | |
| Roper Industries (ROP) | 0.5 | $2.0M | 5.3k | 366.18 | |
| Nexgen Energy (NXE) | 0.4 | $1.7M | 1.1M | 1.56 | |
| SM Energy (SM) | 0.3 | $1.4M | 109k | 12.52 | |
| At&t (T) | 0.1 | $503k | 15k | 33.53 | |
| Adamas Pharmaceuticals | 0.1 | $418k | 67k | 6.20 | |
| Axa Equitable Hldgs | 0.1 | $279k | 13k | 20.90 |
