Dudley & Shanley as of March 31, 2023
Portfolio Holdings for Dudley & Shanley
Dudley & Shanley holds 36 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Wheaton Precious Metals Corp (WPM) | 13.1 | $68M | 1.4M | 48.16 | |
| Aon (AON) | 6.7 | $35M | 111k | 315.29 | |
| Progressive Corporation (PGR) | 6.0 | $32M | 220k | 143.06 | |
| Iridium Communications (IRDM) | 5.8 | $30M | 485k | 61.93 | |
| Fiserv (FI) | 5.4 | $28M | 248k | 113.03 | |
| Service Corporation International (SCI) | 5.2 | $27M | 395k | 68.78 | |
| Visa (V) | 4.4 | $23M | 101k | 225.46 | |
| Danaher Corporation (DHR) | 4.4 | $23M | 90k | 252.04 | |
| Avantor (AVTR) | 4.3 | $22M | 1.1M | 21.14 | |
| Allison Transmission Hldngs I (ALSN) | 3.7 | $19M | 422k | 45.24 | |
| Ryan Specialty Group Hldgs I (RYAN) | 3.6 | $19M | 467k | 40.24 | |
| American Water Works (AWK) | 3.6 | $19M | 128k | 146.49 | |
| Ametek (AME) | 3.6 | $19M | 129k | 145.33 | |
| TJX Companies (TJX) | 3.5 | $18M | 233k | 78.36 | |
| Amphenol Corporation (APH) | 3.5 | $18M | 223k | 81.72 | |
| Amdocs Ltd ord (DOX) | 3.5 | $18M | 189k | 96.03 | |
| Ecolab (ECL) | 3.4 | $18M | 106k | 165.53 | |
| ABM Industries (ABM) | 3.3 | $17M | 387k | 44.94 | |
| Franklin Electric (FELE) | 2.4 | $13M | 134k | 94.10 | |
| West Pharmaceutical Services (WST) | 2.0 | $10M | 29k | 346.47 | |
| Watsco, Incorporated (WSO) | 1.6 | $8.1M | 26k | 318.16 | |
| Wabtec Corporation (WAB) | 1.5 | $8.0M | 80k | 101.06 | |
| Analog Devices (ADI) | 1.3 | $7.0M | 36k | 197.22 | |
| Nexgen Energy (NXE) | 0.9 | $4.7M | 1.2M | 3.84 | |
| Microsoft Corporation (MSFT) | 0.7 | $3.8M | 13k | 288.30 | |
| Alps Etf Tr clean energy (ACES) | 0.5 | $2.4M | 52k | 46.49 | |
| Generac Holdings (GNRC) | 0.4 | $2.1M | 20k | 108.01 | |
| Ormat Technologies (ORA) | 0.3 | $1.8M | 21k | 84.77 | |
| Invesco Water Resource Port (PHO) | 0.3 | $1.7M | 33k | 53.35 | |
| Kadant (KAI) | 0.3 | $1.4M | 6.7k | 208.52 | |
| HEICO Corporation (HEI) | 0.3 | $1.3M | 7.8k | 171.04 | |
| Roper Industries (ROP) | 0.2 | $1.1M | 2.6k | 440.69 | |
| Kornit Digital (KRNT) | 0.2 | $1.0M | 54k | 19.36 | |
| Freeport-McMoRan Copper & Gold (FCX) | 0.1 | $358k | 8.8k | 40.91 | |
| Peabody Energy (BTU) | 0.1 | $312k | 12k | 25.60 | |
| Clear Secure (YOU) | 0.1 | $309k | 12k | 26.17 |
