Dudley & Shanley as of March 31, 2020
Portfolio Holdings for Dudley & Shanley
Dudley & Shanley holds 25 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Wheaton Precious Metals Corp (WPM) | 11.4 | $45M | 1.6M | 27.53 | |
| Service Corporation International (SCI) | 7.3 | $29M | 739k | 39.11 | |
| Bristol Myers Squibb (BMY) | 6.7 | $27M | 480k | 55.74 | |
| Iridium Communications (IRDM) | 6.7 | $27M | 1.2M | 22.33 | |
| Fiserv (FI) | 6.2 | $25M | 262k | 94.99 | |
| Progressive Corporation (PGR) | 6.0 | $24M | 326k | 73.84 | |
| ABM Industries (ABM) | 6.0 | $24M | 987k | 24.36 | |
| Aon (AON) | 6.0 | $24M | 145k | 165.04 | |
| Servicemaster Global | 5.9 | $23M | 865k | 27.00 | |
| Medtronic (MDT) | 5.6 | $22M | 249k | 90.18 | |
| Walt Disney Company (DIS) | 5.5 | $22M | 225k | 96.60 | |
| TJX Companies (TJX) | 4.9 | $20M | 409k | 47.81 | |
| Ecolab (ECL) | 4.7 | $19M | 120k | 155.83 | |
| Ball Corporation (BALL) | 4.3 | $17M | 264k | 64.66 | |
| Wabtec Corporation (WAB) | 3.7 | $15M | 308k | 48.13 | |
| Sp Plus | 2.8 | $11M | 537k | 20.75 | |
| Danaher Corporation (DHR) | 2.6 | $10M | 75k | 138.41 | |
| Microsoft Corporation (MSFT) | 1.5 | $6.0M | 38k | 157.72 | |
| Dell Technologies (DELL) | 0.7 | $2.8M | 70k | 39.54 | |
| Crane | 0.4 | $1.7M | 35k | 49.17 | |
| Roper Industries (ROP) | 0.3 | $1.4M | 4.4k | 311.84 | |
| Ametek (AME) | 0.3 | $1.2M | 17k | 72.03 | |
| Nexgen Energy (NXE) | 0.2 | $921k | 1.2M | 0.76 | |
| Johnson & Johnson (JNJ) | 0.1 | $498k | 3.8k | 131.05 | |
| SM Energy (SM) | 0.0 | $132k | 109k | 1.22 |
