Dudley & Shanley as of March 31, 2017
Portfolio Holdings for Dudley & Shanley
Dudley & Shanley holds 29 positions in its portfolio as reported in the March 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| USG Corporation | 7.6 | $36M | 1.1M | 31.80 | |
| Beacon Roofing Supply (BECN) | 7.2 | $35M | 703k | 49.16 | |
| D.R. Horton (DHI) | 6.7 | $32M | 965k | 33.31 | |
| Toll Brothers (TOL) | 6.3 | $30M | 833k | 36.11 | |
| Aon | 5.8 | $28M | 234k | 118.69 | |
| Robert Half International (RHI) | 5.0 | $24M | 495k | 48.83 | |
| Ecolab (ECL) | 5.0 | $24M | 190k | 125.34 | |
| Fastenal Company (FAST) | 5.0 | $24M | 461k | 51.50 | |
| Interpublic Group of Companies (IPG) | 4.8 | $23M | 935k | 24.57 | |
| SEI Investments Company (SEIC) | 4.8 | $23M | 455k | 50.44 | |
| ABM Industries (ABM) | 4.8 | $23M | 527k | 43.60 | |
| U.S. Bancorp (USB) | 4.7 | $23M | 437k | 51.50 | |
| Servicemaster Global | 4.5 | $22M | 521k | 41.75 | |
| American International (AIG) | 4.5 | $22M | 345k | 62.43 | |
| Fiserv (FI) | 4.4 | $21M | 182k | 115.31 | |
| Knight Transportation | 4.3 | $21M | 655k | 31.35 | |
| Paccar (PCAR) | 4.3 | $20M | 304k | 67.20 | |
| First Data | 4.2 | $20M | 1.3M | 15.50 | |
| Zions Bancorporation (ZION) | 2.4 | $12M | 276k | 42.00 | |
| Hovnanian Enterprises | 1.1 | $5.4M | 2.4M | 2.27 | |
| SM Energy (SM) | 0.7 | $3.1M | 129k | 24.02 | |
| Analog Devices (ADI) | 0.5 | $2.5M | 31k | 81.96 | |
| Mrc Global Inc cmn (MRC) | 0.4 | $1.9M | 102k | 18.33 | |
| Nexgen Energy (NXE) | 0.3 | $1.6M | 696k | 2.36 | |
| BroadSoft | 0.3 | $1.4M | 35k | 40.20 | |
| General Electric Company | 0.2 | $1.2M | 41k | 29.80 | |
| W.W. Grainger (GWW) | 0.2 | $931k | 4.0k | 232.75 | |
| Service Corporation International (SCI) | 0.1 | $321k | 10k | 30.87 | |
| Sp Plus | 0.1 | $299k | 8.9k | 33.79 |
