Dudley & Shanley as of March 31, 2022
Portfolio Holdings for Dudley & Shanley
Dudley & Shanley holds 33 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Wheaton Precious Metals Corp (WPM) | 13.1 | $70M | 1.5M | 47.58 | |
| Aon (AON) | 7.2 | $39M | 119k | 325.63 | |
| Ball Corporation (BALL) | 5.6 | $30M | 333k | 90.00 | |
| Avantor (AVTR) | 5.5 | $29M | 867k | 33.82 | |
| TJX Companies (TJX) | 5.1 | $28M | 457k | 60.58 | |
| Iridium Communications (IRDM) | 5.1 | $27M | 678k | 40.32 | |
| Progressive Corporation (PGR) | 5.0 | $27M | 236k | 113.99 | |
| Service Corporation International (SCI) | 5.0 | $27M | 405k | 65.82 | |
| Fiserv (FI) | 4.9 | $26M | 259k | 101.40 | |
| Medtronic (MDT) | 4.7 | $25M | 227k | 110.95 | |
| ABM Industries (ABM) | 4.5 | $24M | 523k | 46.04 | |
| Danaher Corporation (DHR) | 4.5 | $24M | 82k | 293.33 | |
| Visa (V) | 4.2 | $23M | 102k | 221.77 | |
| Amphenol Corporation (APH) | 3.9 | $21M | 276k | 75.35 | |
| Ecolab (ECL) | 3.8 | $21M | 117k | 176.56 | |
| Bristol Myers Squibb (BMY) | 3.5 | $19M | 256k | 73.03 | |
| Allison Transmission Hldngs I (ALSN) | 3.5 | $19M | 476k | 39.26 | |
| Ryan Specialty Group Hldgs I (RYAN) | 3.4 | $18M | 469k | 38.79 | |
| Terminix Global Holdings | 1.9 | $10M | 228k | 45.63 | |
| Wabtec Corporation (WAB) | 1.5 | $8.2M | 85k | 96.17 | |
| Nexgen Energy (NXE) | 1.3 | $7.0M | 1.2M | 5.67 | |
| Microsoft Corporation (MSFT) | 1.3 | $6.8M | 22k | 308.30 | |
| Ametek (AME) | 0.4 | $2.3M | 17k | 133.16 | |
| Proshares Ultrapro Short S&p500 (SPXU) | 0.3 | $1.5M | 113k | 13.35 | |
| Ormat Technologies (ORA) | 0.2 | $1.3M | 15k | 81.83 | |
| Roper Industries (ROP) | 0.2 | $1.2M | 2.6k | 472.16 | |
| iShares S&P 500 Index (IVV) | 0.2 | $859k | 1.9k | 453.78 | |
| Brigham Minerals Inc-cl A | 0.1 | $557k | 22k | 25.55 | |
| FleetCor Technologies | 0.1 | $395k | 1.6k | 249.21 | |
| Pfizer (PFE) | 0.1 | $311k | 6.0k | 51.83 | |
| Travelers Companies (TRV) | 0.0 | $256k | 1.4k | 182.86 | |
| HEICO Corporation (HEI) | 0.0 | $236k | 1.5k | 153.25 | |
| Kadant (KAI) | 0.0 | $225k | 1.2k | 193.97 |
