Dudley & Shanley as of Dec. 31, 2025
Portfolio Holdings for Dudley & Shanley
Dudley & Shanley holds 33 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Wheaton Precious Metals Corp (WPM) | 12.6 | $79M | 669k | 117.52 | |
| Amphenol Corporation (APH) | 6.1 | $38M | 283k | 135.14 | |
| Visa (V) | 5.5 | $34M | 97k | 350.71 | |
| Analog Devices (ADI) | 5.4 | $34M | 125k | 271.20 | |
| Aon (AON) | 5.0 | $31M | 89k | 352.88 | |
| Ametek (AME) | 4.6 | $29M | 140k | 205.31 | |
| Service Corporation International (SCI) | 4.6 | $29M | 368k | 77.97 | |
| Ecolab (ECL) | 4.4 | $28M | 105k | 262.52 | |
| Rollins (ROL) | 4.4 | $27M | 456k | 60.02 | |
| Danaher Corporation (DHR) | 4.2 | $26M | 115k | 228.92 | |
| Ryan Specialty Group Hldgs I (RYAN) | 4.0 | $25M | 478k | 51.63 | |
| Charles Schwab Corporation (SCHW) | 3.9 | $24M | 241k | 99.91 | |
| Donaldson Company (DCI) | 3.9 | $24M | 270k | 88.66 | |
| Ferguson (FERG) | 3.7 | $23M | 104k | 222.63 | |
| American Water Works (AWK) | 3.5 | $22M | 169k | 130.50 | |
| Watsco, Incorporated (WSO) | 3.0 | $19M | 56k | 336.95 | |
| Allison Transmission Hldngs I (ALSN) | 2.6 | $16M | 165k | 97.90 | |
| Kadant (KAI) | 2.5 | $16M | 55k | 285.02 | |
| Progressive Corporation (PGR) | 2.4 | $15M | 66k | 227.72 | |
| Badger Meter (BMI) | 2.3 | $14M | 83k | 174.41 | |
| Kornit Digital (KRNT) | 2.1 | $13M | 902k | 14.38 | |
| Nexgen Energy (NXE) | 1.8 | $11M | 1.2M | 9.21 | |
| Fiserv (FI) | 1.6 | $9.7M | 144k | 67.17 | |
| Roper Industries (ROP) | 1.2 | $7.8M | 18k | 445.13 | |
| Agilent Technologies Inc C ommon (A) | 1.2 | $7.5M | 55k | 136.07 | |
| HEICO Corporation (HEI) | 1.0 | $6.3M | 20k | 323.59 | |
| Microsoft Corporation (MSFT) | 0.8 | $5.1M | 11k | 483.62 | |
| Ormat Technologies (ORA) | 0.5 | $3.1M | 28k | 110.47 | |
| Generac Holdings (GNRC) | 0.4 | $2.7M | 20k | 136.37 | |
| Invesco Water Resource Port (PHO) | 0.4 | $2.3M | 33k | 70.41 | |
| Viper Energy Inc Cl A (VNOM) | 0.0 | $298k | 7.7k | 38.63 | |
| Fastenal Company (FAST) | 0.0 | $287k | 7.2k | 40.13 | |
| Stallion Uranium Corp | 0.0 | $20k | 85k | 0.24 |
