Dudley & Shanley as of Dec. 31, 2021
Portfolio Holdings for Dudley & Shanley
Dudley & Shanley holds 36 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Wheaton Precious Metals Corp (WPM) | 11.0 | $63M | 1.5M | 42.93 | |
| Avantor (AVTR) | 6.3 | $37M | 867k | 42.14 | |
| Aon (AON) | 6.2 | $36M | 119k | 300.56 | |
| TJX Companies (TJX) | 6.0 | $35M | 457k | 75.92 | |
| Ball Corporation (BALL) | 5.5 | $32M | 333k | 96.27 | |
| Service Corporation International (SCI) | 5.0 | $29M | 405k | 70.99 | |
| Iridium Communications (IRDM) | 4.8 | $28M | 678k | 41.29 | |
| Ecolab (ECL) | 4.7 | $27M | 117k | 234.59 | |
| Danaher Corporation (DHR) | 4.7 | $27M | 82k | 329.01 | |
| Fiserv (FI) | 4.7 | $27M | 259k | 103.79 | |
| Progressive Corporation (PGR) | 4.2 | $24M | 236k | 102.65 | |
| Amphenol Corporation (APH) | 4.2 | $24M | 276k | 87.46 | |
| Medtronic (MDT) | 4.1 | $24M | 227k | 103.45 | |
| Leidos Holdings (LDOS) | 4.0 | $23M | 259k | 88.90 | |
| Terminix Global Holdings | 3.9 | $23M | 504k | 45.23 | |
| Visa (V) | 3.8 | $22M | 102k | 216.71 | |
| ABM Industries (ABM) | 3.7 | $21M | 523k | 40.85 | |
| Ryan Specialty Group Hldgs I (RYAN) | 3.0 | $18M | 433k | 40.35 | |
| Allison Transmission Hldngs I (ALSN) | 3.0 | $17M | 472k | 36.35 | |
| Wabtec Corporation (WAB) | 1.4 | $7.8M | 85k | 92.11 | |
| Microsoft Corporation (MSFT) | 1.3 | $7.4M | 22k | 336.31 | |
| Bristol Myers Squibb (BMY) | 1.0 | $6.0M | 96k | 62.35 | |
| Science App Int'l (SAIC) | 1.0 | $5.7M | 68k | 83.58 | |
| Nexgen Energy (NXE) | 0.9 | $5.4M | 1.2M | 4.39 | |
| Ametek (AME) | 0.4 | $2.5M | 17k | 147.03 | |
| Roper Industries (ROP) | 0.2 | $1.3M | 2.6k | 491.76 | |
| Ormat Technologies (ORA) | 0.2 | $1.2M | 15k | 79.28 | |
| Travelers Companies (TRV) | 0.2 | $1.0M | 6.4k | 156.41 | |
| iShares S&P 500 Index (IVV) | 0.2 | $903k | 1.9k | 477.02 | |
| Ishares Msci Usa Quality Facto invalid (QUAL) | 0.1 | $584k | 4.0k | 145.56 | |
| FleetCor Technologies | 0.1 | $355k | 1.6k | 223.97 | |
| Pfizer (PFE) | 0.1 | $354k | 6.0k | 59.00 | |
| Brigham Minerals Inc-cl A | 0.1 | $343k | 16k | 21.11 | |
| Kadant (KAI) | 0.0 | $267k | 1.2k | 230.17 | |
| HEICO Corporation (HEI) | 0.0 | $222k | 1.5k | 144.16 | |
| Kornit Digital (KRNT) | 0.0 | $216k | 1.4k | 152.11 |
