Dudley & Shanley as of Dec. 31, 2024
Portfolio Holdings for Dudley & Shanley
Dudley & Shanley holds 37 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Wheaton Precious Metals Corp (WPM) | 10.2 | $66M | 1.2M | 56.24 | |
| Fiserv (FI) | 5.6 | $36M | 177k | 205.42 | |
| Aon (AON) | 5.2 | $34M | 94k | 359.16 | |
| Visa (V) | 4.8 | $31M | 98k | 316.04 | |
| Amphenol Corporation (APH) | 4.7 | $31M | 439k | 69.45 | |
| Service Corporation International (SCI) | 4.6 | $30M | 373k | 79.82 | |
| Ryan Specialty Group Hldgs I (RYAN) | 4.6 | $30M | 461k | 64.16 | |
| Analog Devices (ADI) | 4.0 | $26M | 123k | 212.46 | |
| West Pharmaceutical Services (WST) | 4.0 | $26M | 79k | 327.56 | |
| Ametek (AME) | 3.9 | $25M | 139k | 180.26 | |
| Danaher Corporation (DHR) | 3.9 | $25M | 109k | 229.55 | |
| Ecolab (ECL) | 3.8 | $25M | 105k | 234.32 | |
| Avantor (AVTR) | 3.5 | $23M | 1.1M | 21.07 | |
| Rollins (ROL) | 3.3 | $21M | 456k | 46.35 | |
| Progressive Corporation (PGR) | 3.1 | $20M | 85k | 239.61 | |
| American Water Works (AWK) | 3.1 | $20M | 161k | 124.49 | |
| Amdocs Ltd ord (DOX) | 3.0 | $19M | 225k | 85.14 | |
| Ferguson (FERG) | 2.9 | $19M | 109k | 173.57 | |
| Donaldson Company (DCI) | 2.8 | $18M | 269k | 67.35 | |
| Charles Schwab Corporation (SCHW) | 2.7 | $18M | 240k | 74.01 | |
| Allison Transmission Hldngs I (ALSN) | 2.7 | $18M | 164k | 108.06 | |
| Franklin Electric (FELE) | 2.7 | $18M | 181k | 97.45 | |
| Watsco, Incorporated (WSO) | 1.9 | $12M | 25k | 473.89 | |
| Kadant (KAI) | 1.7 | $11M | 33k | 344.99 | |
| Kornit Digital (KRNT) | 1.3 | $8.4M | 272k | 30.95 | |
| Nexgen Energy (NXE) | 1.3 | $8.2M | 1.2M | 6.59 | |
| Agilent Technologies Inc C ommon (A) | 1.0 | $6.6M | 49k | 134.34 | |
| First Trust NASDAQ Clean Edge (GRID) | 0.9 | $5.6M | 47k | 119.34 | |
| Microsoft Corporation (MSFT) | 0.8 | $4.9M | 12k | 421.50 | |
| HEICO Corporation (HEI) | 0.7 | $4.6M | 20k | 237.74 | |
| Generac Holdings (GNRC) | 0.5 | $3.0M | 20k | 155.05 | |
| Invesco Water Resource Port (PHO) | 0.3 | $2.2M | 33k | 65.79 | |
| Ormat Technologies (ORA) | 0.3 | $2.1M | 31k | 67.72 | |
| Roper Industries (ROP) | 0.2 | $1.3M | 2.6k | 519.85 | |
| 4068594 Enphase Energy (ENPH) | 0.1 | $467k | 6.8k | 68.68 | |
| Ocular Therapeutix (OCUL) | 0.0 | $138k | 16k | 8.54 | |
| ATHA Energy Corp. (SASKF) | 0.0 | $7.4k | 19k | 0.39 |
