Dudley & Shanley

Dudley & Shanley as of Dec. 31, 2016

Portfolio Holdings for Dudley & Shanley

Dudley & Shanley holds 33 positions in its portfolio as reported in the December 2016 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
USG Corporation 7.2 $34M 1.2M 28.88
Beacon Roofing Supply (BECN) 7.0 $33M 710k 46.07
Paccar (PCAR) 5.7 $27M 420k 63.90
Aon 5.7 $27M 240k 111.53
D.R. Horton (DHI) 5.6 $26M 967k 27.33
Toll Brothers (TOL) 5.5 $26M 839k 31.00
Knight Transportation 5.4 $26M 772k 33.05
Robert Half International (RHI) 5.4 $25M 521k 48.78
SEI Investments Company (SEIC) 5.0 $24M 476k 49.36
Fastenal Company (FAST) 5.0 $23M 495k 46.98
U.S. Bancorp (USB) 4.9 $23M 447k 51.37
American International (AIG) 4.8 $23M 347k 65.31
Ecolab (ECL) 4.8 $22M 190k 117.22
ABM Industries (ABM) 4.6 $22M 528k 40.84
Fiserv (FI) 4.2 $20M 184k 106.28
Interpublic Group of Companies (IPG) 4.0 $19M 793k 23.41
Servicemaster Global 3.9 $18M 483k 37.67
Waters Corporation (WAT) 3.3 $16M 117k 134.39
Zions Bancorporation (ZION) 3.0 $14M 327k 43.04
Hovnanian Enterprises 1.4 $6.5M 2.4M 2.73
SM Energy (SM) 0.9 $4.5M 129k 34.48
Linear Technology Corporation 0.7 $3.3M 53k 62.34
Analog Devices (ADI) 0.4 $1.9M 26k 72.61
Mrc Global Inc cmn (MRC) 0.3 $1.5M 76k 20.26
BroadSoft 0.3 $1.5M 37k 41.26
General Electric Company 0.3 $1.3M 41k 31.61
W.W. Grainger (GWW) 0.2 $1.0M 4.4k 232.27
Nexgen Energy (NXE) 0.2 $931k 535k 1.74
Service Corporation International (SCI) 0.1 $295k 10k 28.37
Iridium Communications (IRDM) 0.1 $264k 28k 9.60
Sp Plus (SP) 0.1 $305k 11k 28.11
Watsco, Incorporated (WSO) 0.1 $252k 1.7k 148.24
Euronav Sa (EURN) 0.0 $207k 26k 7.93