Dudley & Shanley as of March 31, 2025
Portfolio Holdings for Dudley & Shanley
Dudley & Shanley holds 36 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Wheaton Precious Metals Corp (WPM) | 12.4 | $79M | 1.0M | 77.63 | |
| Aon (AON) | 5.6 | $35M | 89k | 399.09 | |
| Fiserv (FI) | 5.4 | $35M | 157k | 220.83 | |
| Ryan Specialty Group Hldgs I (RYAN) | 5.4 | $34M | 461k | 73.87 | |
| Visa (V) | 5.4 | $34M | 97k | 350.46 | |
| Service Corporation International (SCI) | 4.7 | $30M | 368k | 80.20 | |
| Amphenol Corporation (APH) | 4.5 | $29M | 439k | 65.59 | |
| Ecolab (ECL) | 4.2 | $27M | 105k | 253.52 | |
| Analog Devices (ADI) | 3.9 | $25M | 123k | 201.67 | |
| Rollins (ROL) | 3.9 | $25M | 456k | 54.03 | |
| Ametek (AME) | 3.8 | $24M | 139k | 172.14 | |
| Progressive Corporation (PGR) | 3.8 | $24M | 85k | 283.01 | |
| American Water Works (AWK) | 3.7 | $24M | 161k | 147.52 | |
| Amdocs Ltd ord (DOX) | 3.5 | $23M | 245k | 91.50 | |
| Danaher Corporation (DHR) | 3.5 | $22M | 109k | 205.00 | |
| Avantor (AVTR) | 3.0 | $19M | 1.2M | 16.21 | |
| Charles Schwab Corporation (SCHW) | 3.0 | $19M | 241k | 78.28 | |
| Franklin Electric (FELE) | 2.6 | $17M | 175k | 93.88 | |
| Donaldson Company (DCI) | 2.6 | $16M | 245k | 67.06 | |
| Ferguson (FERG) | 2.6 | $16M | 101k | 160.23 | |
| Allison Transmission Hldngs I (ALSN) | 2.5 | $16M | 164k | 95.67 | |
| Watsco, Incorporated (WSO) | 2.0 | $13M | 25k | 508.30 | |
| Kadant (KAI) | 1.7 | $11M | 33k | 336.91 | |
| Kornit Digital (KRNT) | 1.0 | $6.1M | 321k | 19.08 | |
| Agilent Technologies Inc C ommon (A) | 0.9 | $5.8M | 49k | 116.98 | |
| Nexgen Energy (NXE) | 0.9 | $5.6M | 1.2M | 4.49 | |
| First Trust NASDAQ Clean Edge (GRID) | 0.8 | $5.3M | 47k | 113.13 | |
| HEICO Corporation (HEI) | 0.8 | $5.2M | 20k | 267.19 | |
| Microsoft Corporation (MSFT) | 0.6 | $4.1M | 11k | 375.39 | |
| Generac Holdings (GNRC) | 0.4 | $2.5M | 20k | 126.65 | |
| Ormat Technologies (ORA) | 0.3 | $2.1M | 30k | 70.77 | |
| Invesco Water Resource Port (PHO) | 0.3 | $2.1M | 33k | 64.52 | |
| Roper Industries (ROP) | 0.2 | $1.5M | 2.6k | 589.58 | |
| 4068594 Enphase Energy (ENPH) | 0.1 | $422k | 6.8k | 62.05 | |
| Ocular Therapeutix (OCUL) | 0.0 | $119k | 16k | 7.33 | |
| ATHA Energy Corp. (SASKF) | 0.0 | $6.1k | 19k | 0.32 |
