Dudley & Shanley as of March 31, 2011
Portfolio Holdings for Dudley & Shanley
Dudley & Shanley holds 33 positions in its portfolio as reported in the March 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| SM Energy (SM) | 10.7 | $42M | 568k | 74.19 | |
| Polypore International | 6.0 | $24M | 412k | 57.58 | |
| Intuit (INTU) | 5.6 | $22M | 416k | 53.11 | |
| Adobe Systems Incorporated (ADBE) | 5.5 | $22M | 648k | 33.16 | |
| Linear Technology Corporation | 5.4 | $21M | 629k | 33.63 | |
| Waters Corporation (WAT) | 5.2 | $20M | 233k | 86.90 | |
| Robert Half International (RHI) | 4.9 | $19M | 630k | 30.60 | |
| Mettler-Toledo International (MTD) | 4.8 | $19M | 109k | 172.00 | |
| Fiserv (FI) | 4.7 | $18M | 292k | 62.72 | |
| Paychex (PAYX) | 4.6 | $18M | 581k | 31.38 | |
| Schlumberger (SLB) | 4.6 | $18M | 196k | 93.26 | |
| Henry Schein (HSIC) | 4.5 | $18M | 254k | 70.17 | |
| Paccar (PCAR) | 4.4 | $17M | 332k | 52.36 | |
| Gardner Denver | 4.4 | $17M | 221k | 78.03 | |
| Occidental Petroleum Corporation (OXY) | 4.3 | $17M | 164k | 104.49 | |
| Nalco Holding Company | 4.0 | $16M | 580k | 27.31 | |
| Rollins (ROL) | 3.9 | $15M | 755k | 20.30 | |
| Federated Investors (FHI) | 3.7 | $15M | 549k | 26.75 | |
| Ecolab (ECL) | 3.1 | $12M | 243k | 51.02 | |
| Fastenal Company (FAST) | 2.6 | $10M | 155k | 64.83 | |
| Diamond Offshore Drilling | 1.3 | $5.1M | 65k | 77.70 | |
| Intel Corporation (INTC) | 0.4 | $1.7M | 83k | 20.18 | |
| General Electric Company | 0.3 | $1.4M | 68k | 20.04 | |
| Hathor Exploration | 0.3 | $1.0M | 568k | 1.85 | |
| EMC Corporation | 0.2 | $770k | 29k | 26.55 | |
| Microsoft Corporation (MSFT) | 0.2 | $749k | 30k | 25.39 | |
| Vonage Holdings | 0.1 | $534k | 117k | 4.56 | |
| Verizon Communications (VZ) | 0.1 | $403k | 11k | 38.56 | |
| At&t (T) | 0.1 | $212k | 6.9k | 30.59 | |
| Stonegate Agricom | 0.0 | $170k | 100k | 1.70 | |
| Builders FirstSource (BLDR) | 0.0 | $133k | 47k | 2.83 | |
| Shamaran Petroleum | 0.0 | $99k | 100k | 0.99 | |
| Standard Exploration | 0.0 | $20k | 55k | 0.37 |
