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 | 0.1 | $305k | 11k | 28.11 | |
| Watsco, Incorporated (WSO) | 0.1 | $252k | 1.7k | 148.24 | |
| Euronav Sa (CMBT) | 0.0 | $207k | 26k | 7.93 |
