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Dudley & Shanley, Inc. Portfolio
$629.2M across 36 positions as of 2026-09-30, with 46% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
+2.7%
-11.8% a year vs the S&P 500
3 years
+16.6%
-4.7% a year vs the S&P 500
5 years
+9.9%
-2.3% a year vs the S&P 500
Quarters ahead
8 of 21
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | -2.1% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +4.5% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -0.2% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | +0.5% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +4.6% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | +6.5% | +10.5% |
| Dec 31, 2024 to Mar 31, 2025 | +3.9% | -4.6% |
| Sep 30, 2024 to Dec 31, 2024 | -2.2% | +2.1% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| WPMWheaton Precious Metals Corp | $56.4M | 9.0% | 421,408 |
| AMEAMETEK Inc | $31.5M | 5.0% | 127,243 |
| VVisa Inc | $30.3M | 4.8% | 84,419 |
| ECLEcolab Inc | $27.2M | 4.3% | 99,043 |
| SCIService Corporation International | $26.1M | 4.1% | 342,425 |
| APHAmphenol Corp | $25.9M | 4.1% | 307,828 |
| ADIAnalog Devices Inc | $25.6M | 4.1% | 64,639 |
| Aon plc | $23.6M | 3.7% | 85,202 |
| DCIDonaldson Company Inc | $22.6M | 3.6% | 260,170 |
| FASTFastenal Co | $22.5M | 3.6% | 454,940 |
| FERGFerguson Enterprises Inc | $22.3M | 3.5% | 100,032 |
| PGRProgressive Corp | $21.6M | 3.4% | 104,152 |
| AWKAmerican Water Works Co Inc | $20.8M | 3.3% | 160,550 |
| SCHWCharles Schwab Corp | $20.7M | 3.3% | 211,965 |
| TYLTyler Technologies Inc | $20.5M | 3.3% | 64,400 |
| ROPRoper Technologies Inc | $20M | 3.2% | 57,325 |
| ALSNAllison Transmission Holdings, Inc. Common Stock | $19.9M | 3.2% | 175,274 |
| Kornit Digital | $19.4M | 3.1% | 1,168,545 |
| FSSFederal Signal Corp | $19.3M | 3.1% | 174,050 |
| KAIKadant Inc | $19M | 3.0% | 72,782 |
| XYLXylem Inc | $17.2M | 2.7% | 170,310 |
| Ryan Specialty Hldngs | $17.2M | 2.7% | 465,889 |
| DHRDanaher Corp | $15.8M | 2.5% | 71,195 |
| WSOWatsco Inc | $15.6M | 2.5% | 51,565 |
| NexGen Energy Ltd. | $11.2M | 1.8% | 1,225,500 |
| AAgilent Technologies Inc | $11.1M | 1.8% | 64,550 |
| BMIBadger Meter Inc | $10.5M | 1.7% | 84,600 |
| WATWaters Corp | $10.4M | 1.6% | 23,590 |
| HEIHEICO Corp | $5.8M | 0.9% | 19,000 |
| MSFTMicrosoft Corp | $5.4M | 0.9% | 10,569 |
| PFEPfizer Inc | $4.7M | 0.7% | 165,000 |
| GNRCGenerac Holdings Inc | $3.3M | 0.5% | 16,150 |
| FISVFiserv Inc | $2.8M | 0.4% | 62,449 |
| ORAOrmat Technologies Inc | $2.4M | 0.4% | 26,100 |
| VNOMViper Energy Inc | $307.2K | 0.0% | 7,700 |
| ATHA Energy Corp. | $79.8K | 0.0% | 118,000 |
Quarter ending 2026-09-30.
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