Dudley & Shanley as of March 31, 2026
Portfolio Holdings for Dudley & Shanley
Dudley & Shanley holds 37 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Wheaton Precious Metals Corp (WPM) | 9.8 | $60M | 459k | 131.01 | |
| Amphenol Corporation (APH) | 5.1 | $31M | 246k | 126.35 | |
| Service Corporation International (SCI) | 5.0 | $30M | 368k | 82.51 | |
| Analog Devices (ADI) | 5.0 | $30M | 95k | 318.14 | |
| Ametek (AME) | 4.9 | $30M | 140k | 214.36 | |
| Visa (V) | 4.8 | $29M | 97k | 302.24 | |
| Aon (AON) | 4.7 | $29M | 89k | 322.78 | |
| Ecolab (ECL) | 4.6 | $28M | 105k | 266.02 | |
| Rollins (ROL) | 4.0 | $24M | 456k | 53.41 | |
| Ferguson (FERG) | 4.0 | $24M | 104k | 233.26 | |
| American Water Works (AWK) | 3.8 | $23M | 169k | 136.09 | |
| Donaldson Company (DCI) | 3.8 | $23M | 270k | 84.87 | |
| Charles Schwab Corporation (SCHW) | 3.7 | $23M | 241k | 93.98 | |
| Kadant (KAI) | 3.6 | $22M | 76k | 292.35 | |
| Danaher Corporation (DHR) | 3.6 | $22M | 115k | 189.60 | |
| Watsco, Incorporated (WSO) | 3.3 | $20M | 56k | 363.79 | |
| Allison Transmission Hldngs I (ALSN) | 3.2 | $19M | 165k | 117.06 | |
| Badger Meter (BMI) | 3.0 | $19M | 122k | 152.35 | |
| Kornit Digital (KRNT) | 3.0 | $18M | 1.3M | 14.66 | |
| Ryan Specialty Group Hldgs I (RYAN) | 2.6 | $16M | 480k | 33.74 | |
| Nexgen Energy (NXE) | 2.3 | $14M | 1.2M | 11.60 | |
| Progressive Corporation (PGR) | 2.1 | $13M | 66k | 198.24 | |
| Xylem (XYL) | 1.6 | $9.7M | 81k | 119.50 | |
| Fastenal Company (FAST) | 1.4 | $8.4M | 181k | 46.40 | |
| Fiserv (FISV) | 1.3 | $8.0M | 144k | 55.80 | |
| Federal Signal Corporation (FSS) | 1.1 | $6.8M | 63k | 108.14 | |
| Agilent Technologies Inc C ommon (A) | 1.0 | $6.3M | 55k | 113.98 | |
| HEICO Corporation (HEI) | 0.9 | $5.3M | 20k | 274.20 | |
| Microsoft Corporation (MSFT) | 0.6 | $3.9M | 11k | 370.17 | |
| Generac Holdings (GNRC) | 0.6 | $3.8M | 20k | 195.33 | |
| Waters Corporation (WAT) | 0.6 | $3.5M | 12k | 297.80 | |
| Ormat Technologies (ORA) | 0.5 | $3.1M | 28k | 111.92 | |
| Invesco Water Resource Port (PHO) | 0.4 | $2.2M | 33k | 66.86 | |
| Roper Industries (ROP) | 0.1 | $708k | 2.0k | 353.86 | |
| Viper Energy Inc Cl A (VNOM) | 0.1 | $362k | 7.7k | 46.99 | |
| Stallion Uranium Corp (STLNF) | 0.0 | $61k | 180k | 0.34 | |
| ATHA Energy Corp. (SASKF) | 0.0 | $44k | 75k | 0.59 |
