Dudley & Shanley as of Dec. 31, 2019
Portfolio Holdings for Dudley & Shanley
Dudley & Shanley holds 23 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Wheaton Precious Metals Corp (WPM) | 11.1 | $49M | 1.7M | 29.75 | |
| ABM Industries (ABM) | 8.2 | $37M | 968k | 37.71 | |
| Service Corporation International (SCI) | 7.7 | $34M | 746k | 46.03 | |
| Walt Disney Company (DIS) | 7.3 | $33M | 225k | 144.63 | |
| Fiserv (FI) | 6.9 | $31M | 264k | 115.63 | |
| Aon | 6.8 | $30M | 146k | 208.29 | |
| Iridium Communications (IRDM) | 6.3 | $28M | 1.1M | 24.64 | |
| Wabtec Corporation (WAB) | 5.9 | $26M | 335k | 77.80 | |
| TJX Companies (TJX) | 5.6 | $25M | 410k | 61.06 | |
| Sp Plus | 5.6 | $25M | 587k | 42.43 | |
| Ecolab (ECL) | 5.0 | $22M | 115k | 192.99 | |
| Bristol Myers Squibb (BMY) | 4.7 | $21M | 323k | 64.19 | |
| Servicemaster Global | 4.6 | $21M | 531k | 38.66 | |
| Crane | 4.1 | $18M | 211k | 86.38 | |
| Medtronic (MDT) | 4.0 | $18M | 156k | 113.45 | |
| Progressive Corporation (PGR) | 2.6 | $12M | 162k | 72.39 | |
| Microsoft Corporation (MSFT) | 1.3 | $5.9M | 38k | 157.70 | |
| Ametek (AME) | 0.4 | $1.7M | 17k | 99.74 | |
| Nexgen Energy (NXE) | 0.3 | $1.6M | 1.2M | 1.29 | |
| Dell Technologies (DELL) | 0.3 | $1.5M | 30k | 51.40 | |
| Roper Industries (ROP) | 0.3 | $1.5M | 4.3k | 354.12 | |
| Visa (V) | 0.3 | $1.3M | 7.0k | 187.86 | |
| SM Energy (SM) | 0.3 | $1.2M | 109k | 11.24 |
