Dudley & Shanley as of June 30, 2020
Portfolio Holdings for Dudley & Shanley
Dudley & Shanley holds 22 positions in its portfolio as reported in the June 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Wheaton Precious Metals Corp (WPM) | 18.6 | $67M | 1.5M | 44.05 | |
| ABM Industries (ABM) | 9.8 | $36M | 977k | 36.30 | |
| Service Corporation International (SCI) | 7.9 | $29M | 739k | 38.89 | |
| Aon (AON) | 7.7 | $28M | 144k | 192.60 | |
| Iridium Communications (IRDM) | 7.6 | $28M | 1.1M | 25.44 | |
| Fiserv (FI) | 7.0 | $25M | 261k | 97.62 | |
| Ecolab (ECL) | 6.5 | $24M | 119k | 198.95 | |
| Progressive Corporation (PGR) | 6.4 | $23M | 289k | 80.11 | |
| Bristol Myers Squibb (BMY) | 6.2 | $23M | 384k | 58.80 | |
| TJX Companies (TJX) | 4.7 | $17M | 333k | 50.56 | |
| Servicemaster Global | 4.3 | $16M | 435k | 35.69 | |
| Ball Corporation (BALL) | 3.2 | $11M | 165k | 69.49 | |
| Danaher Corporation (DHR) | 3.1 | $11M | 64k | 176.83 | |
| Medtronic (MDT) | 2.5 | $9.2M | 100k | 91.70 | |
| Microsoft Corporation (MSFT) | 2.1 | $7.7M | 38k | 203.51 | |
| Roper Industries (ROP) | 0.5 | $1.7M | 4.5k | 388.29 | |
| Nexgen Energy (NXE) | 0.4 | $1.6M | 1.2M | 1.30 | |
| Ametek (AME) | 0.4 | $1.6M | 17k | 89.37 | |
| FleetCor Technologies | 0.4 | $1.5M | 6.0k | 251.50 | |
| Fidelity National Information Services (FIS) | 0.3 | $1.0M | 7.7k | 134.03 | |
| SM Energy (SM) | 0.1 | $407k | 109k | 3.75 | |
| Else Nutrition Hldings (BABYF) | 0.0 | $23k | 15k | 1.53 |
