Dudley & Shanley as of Sept. 30, 2025
Portfolio Holdings for Dudley & Shanley
Dudley & Shanley holds 32 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Wheaton Precious Metals Corp (WPM) | 12.5 | $78M | 696k | 111.84 | |
| Amphenol Corporation (APH) | 6.3 | $39M | 317k | 123.75 | |
| Visa (V) | 5.3 | $33M | 97k | 341.38 | |
| Aon (AON) | 5.1 | $32M | 89k | 356.58 | |
| Service Corporation International (SCI) | 4.9 | $31M | 369k | 83.22 | |
| Analog Devices (ADI) | 4.9 | $31M | 125k | 245.70 | |
| Ecolab (ECL) | 4.6 | $29M | 105k | 273.86 | |
| Rollins (ROL) | 4.3 | $27M | 456k | 58.74 | |
| Ametek (AME) | 4.2 | $26M | 140k | 188.00 | |
| Ryan Specialty Group Hldgs I (RYAN) | 4.2 | $26M | 462k | 56.36 | |
| American Water Works (AWK) | 3.8 | $24M | 169k | 139.19 | |
| Charles Schwab Corporation (SCHW) | 3.7 | $23M | 241k | 95.47 | |
| Danaher Corporation (DHR) | 3.7 | $23M | 115k | 198.26 | |
| Fiserv (FI) | 3.6 | $23M | 175k | 128.93 | |
| Donaldson Company (DCI) | 3.6 | $22M | 271k | 81.85 | |
| Amdocs Ltd ord (DOX) | 3.3 | $20M | 247k | 82.05 | |
| Kornit Digital (KRNT) | 2.7 | $17M | 1.3M | 13.50 | |
| Ferguson (FERG) | 2.7 | $17M | 76k | 224.58 | |
| Kadant (KAI) | 2.6 | $16M | 55k | 297.58 | |
| Watsco, Incorporated (WSO) | 2.6 | $16M | 39k | 404.30 | |
| Progressive Corporation (PGR) | 2.6 | $16M | 64k | 246.95 | |
| Allison Transmission Hldngs I (ALSN) | 2.2 | $14M | 165k | 84.88 | |
| Nexgen Energy (NXE) | 1.8 | $11M | 1.2M | 8.95 | |
| Agilent Technologies Inc C ommon (A) | 1.1 | $7.1M | 55k | 128.35 | |
| HEICO Corporation (HEI) | 1.0 | $6.3M | 20k | 322.82 | |
| Microsoft Corporation (MSFT) | 0.9 | $5.6M | 11k | 517.95 | |
| Generac Holdings (GNRC) | 0.5 | $3.3M | 20k | 167.40 | |
| Ormat Technologies (ORA) | 0.5 | $2.9M | 30k | 96.25 | |
| Invesco Water Resource Port (PHO) | 0.4 | $2.4M | 33k | 72.11 | |
| Roper Industries (ROP) | 0.2 | $1.3M | 2.6k | 498.69 | |
| Ocular Therapeutix (OCUL) | 0.0 | $152k | 13k | 11.69 | |
| Stallion Uranium Corp | 0.0 | $9.6k | 30k | 0.32 |
