Dudley & Shanley as of Sept. 30, 2019
Portfolio Holdings for Dudley & Shanley
Dudley & Shanley holds 23 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Wheaton Precious Metals Corp (WPM) | 10.2 | $41M | 1.6M | 26.24 | |
| Service Corporation International (SCI) | 8.8 | $36M | 746k | 47.81 | |
| ABM Industries (ABM) | 8.6 | $35M | 958k | 36.32 | |
| Servicemaster Global | 7.7 | $31M | 559k | 55.90 | |
| Walt Disney Company (DIS) | 7.2 | $29M | 225k | 130.32 | |
| Aon | 7.0 | $28M | 146k | 193.57 | |
| Fiserv (FI) | 6.8 | $27M | 264k | 103.59 | |
| Welbilt | 6.2 | $25M | 1.5M | 16.86 | |
| TJX Companies (TJX) | 5.6 | $23M | 410k | 55.74 | |
| Wabtec Corporation (WAB) | 5.6 | $23M | 314k | 71.86 | |
| Ecolab (ECL) | 5.4 | $22M | 110k | 198.04 | |
| Sp Plus | 5.4 | $22M | 587k | 37.00 | |
| Iridium Communications (IRDM) | 5.0 | $20M | 952k | 21.28 | |
| Crane | 4.5 | $18M | 227k | 80.63 | |
| Carbonite | 2.5 | $9.9M | 642k | 15.49 | |
| Microsoft Corporation (MSFT) | 1.3 | $5.2M | 38k | 139.02 | |
| Bank of America Corporation (BAC) | 0.5 | $2.2M | 75k | 29.17 | |
| Roper Industries (ROP) | 0.4 | $1.5M | 4.3k | 356.68 | |
| Ametek (AME) | 0.4 | $1.5M | 17k | 91.80 | |
| Nexgen Energy (NXE) | 0.4 | $1.5M | 1.1M | 1.30 | |
| Visa (V) | 0.3 | $1.2M | 7.0k | 172.00 | |
| SM Energy (SM) | 0.3 | $1.1M | 109k | 9.69 | |
| Adamas Pharmaceuticals | 0.1 | $345k | 67k | 5.12 |
