Dudley & Shanley as of June 30, 2026
Portfolio Holdings for Dudley & Shanley
Dudley & Shanley holds 37 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Wheaton Precious Metals Corp (WPM) | 7.7 | $51M | 455k | 112.32 | |
| Amphenol Corporation (APH) | 6.2 | $41M | 235k | 176.32 | |
| Ametek (AME) | 5.1 | $34M | 140k | 241.94 | |
| Visa (V) | 5.0 | $33M | 97k | 343.09 | |
| Watsco, Incorporated (WSO) | 4.9 | $33M | 78k | 416.73 | |
| Aon (AON) | 4.4 | $30M | 89k | 331.69 | |
| Ecolab (ECL) | 4.4 | $29M | 105k | 278.61 | |
| Service Corporation International (SCI) | 4.2 | $28M | 368k | 75.96 | |
| Analog Devices (ADI) | 4.0 | $27M | 67k | 397.17 | |
| Ferguson (FERG) | 3.7 | $25M | 104k | 237.33 | |
| Donaldson Company (DCI) | 3.7 | $24M | 272k | 89.77 | |
| Kadant (KAI) | 3.6 | $24M | 76k | 314.23 | |
| Fastenal Company (FAST) | 3.4 | $23M | 472k | 48.03 | |
| American Water Works (AWK) | 3.4 | $22M | 169k | 131.58 | |
| Charles Schwab Corporation (SCHW) | 3.4 | $22M | 241k | 92.27 | |
| Federal Signal Corporation (FSS) | 3.3 | $22M | 169k | 128.49 | |
| Xylem (XYL) | 3.2 | $21M | 181k | 118.21 | |
| Rollins (ROL) | 3.1 | $21M | 496k | 41.74 | |
| Kornit Digital (KRNT) | 3.1 | $20M | 1.3M | 16.25 | |
| Allison Transmission Hldngs I (ALSN) | 2.8 | $19M | 165k | 112.74 | |
| Ryan Specialty Group Hldgs I (RYAN) | 2.7 | $18M | 465k | 37.76 | |
| Progressive Corporation (PGR) | 2.2 | $15M | 66k | 218.45 | |
| Danaher Corporation (DHR) | 2.1 | $14M | 74k | 190.48 | |
| Nexgen Energy (NXE) | 1.7 | $12M | 1.2M | 9.39 | |
| Badger Meter (BMI) | 1.4 | $9.3M | 63k | 148.38 | |
| Agilent Technologies Inc C ommon (A) | 1.4 | $9.2M | 70k | 132.83 | |
| Waters Corporation (WAT) | 1.3 | $8.8M | 24k | 375.04 | |
| HEICO Corporation (HEI) | 1.0 | $6.9M | 20k | 356.19 | |
| Fiserv (FISV) | 0.8 | $5.4M | 111k | 49.05 | |
| Generac Holdings (GNRC) | 0.7 | $4.7M | 16k | 292.81 | |
| Pfizer (PFE) | 0.6 | $4.0M | 165k | 24.08 | |
| Microsoft Corporation (MSFT) | 0.6 | $3.9M | 11k | 373.02 | |
| Ormat Technologies (ORA) | 0.4 | $2.8M | 26k | 108.90 | |
| Roper Industries (ROP) | 0.1 | $677k | 2.0k | 338.39 | |
| Viper Energy Inc Cl A (VNOM) | 0.0 | $327k | 7.7k | 42.40 | |
| ATHA Energy Corp. (SASKF) | 0.0 | $52k | 75k | 0.70 | |
| Stallion Uranium Corp (STLNF) | 0.0 | $25k | 180k | 0.14 |
