Dudley & Shanley as of Dec. 31, 2022
Portfolio Holdings for Dudley & Shanley
Dudley & Shanley holds 33 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Wheaton Precious Metals Corp (WPM) | 12.7 | $56M | 1.4M | 39.08 | |
| TJX Companies (TJX) | 7.8 | $35M | 435k | 79.60 | |
| Aon (AON) | 7.7 | $34M | 114k | 300.14 | |
| Iridium Communications (IRDM) | 7.7 | $34M | 667k | 51.40 | |
| Progressive Corporation (PGR) | 6.7 | $30M | 230k | 129.71 | |
| Service Corporation International (SCI) | 6.2 | $28M | 398k | 69.14 | |
| Fiserv (FI) | 5.6 | $25M | 248k | 101.07 | |
| ABM Industries (ABM) | 5.1 | $23M | 513k | 44.42 | |
| Avantor (AVTR) | 5.1 | $22M | 1.1M | 21.09 | |
| Visa (V) | 4.8 | $21M | 102k | 207.76 | |
| Danaher Corporation (DHR) | 4.6 | $20M | 77k | 265.42 | |
| Ryan Specialty Group Hldgs I (RYAN) | 4.4 | $20M | 469k | 41.51 | |
| Allison Transmission Hldngs I (ALSN) | 4.3 | $19M | 455k | 41.60 | |
| Ecolab (ECL) | 3.5 | $16M | 107k | 145.56 | |
| Ametek (AME) | 3.0 | $14M | 97k | 139.72 | |
| Wabtec Corporation (WAB) | 1.9 | $8.5M | 85k | 99.81 | |
| Amdocs Ltd ord (DOX) | 1.8 | $7.8M | 86k | 90.90 | |
| Amphenol Corporation (APH) | 1.4 | $6.1M | 80k | 76.14 | |
| Nexgen Energy (NXE) | 1.2 | $5.5M | 1.2M | 4.42 | |
| Microsoft Corporation (MSFT) | 0.7 | $3.1M | 13k | 239.82 | |
| Proshares Ultrapro Short S&p500 (SPXU) | 0.6 | $2.9M | 171k | 16.87 | |
| Alps Etf Tr clean energy (ACES) | 0.5 | $2.4M | 52k | 45.49 | |
| Generac Holdings (GNRC) | 0.4 | $2.0M | 20k | 100.66 | |
| Franklin Electric (FELE) | 0.4 | $1.6M | 21k | 79.75 | |
| Ormat Technologies (ORA) | 0.3 | $1.3M | 15k | 86.48 | |
| Kornit Digital (KRNT) | 0.3 | $1.2M | 54k | 22.97 | |
| HEICO Corporation (HEI) | 0.3 | $1.2M | 7.8k | 153.64 | |
| Kadant (KAI) | 0.3 | $1.2M | 6.7k | 177.63 | |
| Roper Industries (ROP) | 0.2 | $1.1M | 2.6k | 432.09 | |
| West Pharmaceutical Services (WST) | 0.2 | $1.0M | 4.4k | 235.35 | |
| Peabody Energy (BTU) | 0.1 | $322k | 12k | 26.42 | |
| FleetCor Technologies | 0.1 | $291k | 1.6k | 183.68 | |
| Freeport-McMoRan Copper & Gold (FCX) | 0.0 | $217k | 5.7k | 38.00 |
