Dudley & Shanley

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 (SP) 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