Dudley & Shanley as of June 30, 2011
Portfolio Holdings for Dudley & Shanley
Dudley & Shanley holds 32 positions in its portfolio as reported in the June 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| SM Energy (SM) | 8.7 | $35M | 476k | 73.48 | |
| Polypore International | 6.8 | $27M | 400k | 67.84 | |
| Intuit (INTU) | 5.5 | $22M | 420k | 51.86 | |
| Linear Technology Corporation | 5.4 | $22M | 652k | 33.02 | |
| Adobe Systems Incorporated (ADBE) | 5.2 | $21M | 655k | 31.45 | |
| Paychex (PAYX) | 4.7 | $19M | 607k | 30.72 | |
| Fiserv (FI) | 4.6 | $19M | 296k | 62.63 | |
| Mettler-Toledo International (MTD) | 4.6 | $18M | 109k | 168.67 | |
| Gardner Denver | 4.6 | $18M | 218k | 84.05 | |
| Henry Schein (HSIC) | 4.6 | $18M | 256k | 71.59 | |
| Waters Corporation (WAT) | 4.5 | $18M | 190k | 95.74 | |
| Intel Corporation (INTC) | 4.5 | $18M | 817k | 22.16 | |
| Robert Half International (RHI) | 4.4 | $18M | 649k | 27.03 | |
| Paccar (PCAR) | 4.3 | $17M | 336k | 51.09 | |
| Nalco Holding Company | 4.1 | $16M | 589k | 27.81 | |
| Rollins (ROL) | 3.9 | $16M | 762k | 20.38 | |
| Occidental Petroleum Corporation (OXY) | 3.7 | $15M | 141k | 104.04 | |
| Schlumberger (SLB) | 3.7 | $15M | 170k | 86.40 | |
| Federated Investors (FHI) | 3.5 | $14M | 588k | 23.84 | |
| Ecolab (ECL) | 3.5 | $14M | 247k | 56.38 | |
| Fastenal Company (FAST) | 2.8 | $11M | 315k | 35.99 | |
| Diamond Offshore Drilling | 1.1 | $4.6M | 65k | 70.41 | |
| Hathor Exploration | 0.4 | $1.6M | 568k | 2.80 | |
| General Electric Company | 0.3 | $1.3M | 68k | 18.86 | |
| EMC Corporation | 0.2 | $799k | 29k | 27.55 | |
| Microsoft Corporation (MSFT) | 0.2 | $767k | 30k | 26.00 | |
| Vonage Holdings | 0.1 | $516k | 117k | 4.41 | |
| Verizon Communications (VZ) | 0.1 | $389k | 11k | 37.22 | |
| At&t (T) | 0.1 | $218k | 6.9k | 31.46 | |
| EnerSys (ENS) | 0.1 | $207k | 6.0k | 34.50 | |
| Builders FirstSource (BLDR) | 0.0 | $101k | 47k | 2.15 | |
| Standard Exploration | 0.0 | $14k | 55k | 0.26 |
