Dudley & Shanley as of Sept. 30, 2022
Portfolio Holdings for Dudley & Shanley
Dudley & Shanley holds 27 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Wheaton Precious Metals Corp (WPM) | 13.1 | $47M | 1.4M | 32.36 | |
| Aon (AON) | 8.7 | $31M | 116k | 267.87 | |
| Iridium Communications (IRDM) | 8.3 | $30M | 667k | 44.37 | |
| TJX Companies (TJX) | 7.8 | $28M | 450k | 62.12 | |
| Progressive Corporation (PGR) | 7.5 | $27M | 232k | 116.21 | |
| Fiserv (FI) | 6.5 | $23M | 248k | 93.57 | |
| Service Corporation International (SCI) | 6.4 | $23M | 398k | 57.74 | |
| Danaher Corporation (DHR) | 5.8 | $21M | 80k | 258.29 | |
| ABM Industries (ABM) | 5.5 | $20M | 513k | 38.23 | |
| Ryan Specialty Group Hldgs I (RYAN) | 5.3 | $19M | 464k | 40.62 | |
| Visa (V) | 5.1 | $18M | 102k | 177.65 | |
| Allison Transmission Hldngs I (ALSN) | 4.3 | $16M | 459k | 33.76 | |
| Ecolab (ECL) | 3.9 | $14M | 96k | 144.42 | |
| Avantor (AVTR) | 3.6 | $13M | 655k | 19.60 | |
| Wabtec Corporation (WAB) | 1.9 | $6.9M | 85k | 81.35 | |
| Ametek (AME) | 1.8 | $6.5M | 58k | 113.40 | |
| Nexgen Energy (NXE) | 1.3 | $4.5M | 1.2M | 3.65 | |
| Proshares Ultrapro Short S&p500 (SPXU) | 1.1 | $3.8M | 171k | 22.42 | |
| Microsoft Corporation (MSFT) | 0.9 | $3.4M | 15k | 232.90 | |
| Ormat Technologies (ORA) | 0.4 | $1.3M | 15k | 86.21 | |
| Roper Industries (ROP) | 0.3 | $917k | 2.6k | 359.61 | |
| iShares S&P 500 Index (IVV) | 0.2 | $679k | 1.9k | 358.69 | |
| Peabody Energy (BTU) | 0.1 | $303k | 12k | 24.84 | |
| Brigham Minerals Inc-cl A | 0.1 | $299k | 12k | 24.71 | |
| FleetCor Technologies | 0.1 | $279k | 1.6k | 176.03 | |
| Pfizer (PFE) | 0.1 | $263k | 6.0k | 43.83 | |
| HEICO Corporation (HEI) | 0.1 | $222k | 1.5k | 144.16 |
