Dudley & Shanley

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 (SP) 0.1 $299k 8.9k 33.79