StockDriftsStockDriftsTop 35 Dudley & Shanley INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| WPM | Wheaton Precious Mtls | 8.96% | 421.4K | $56.4M | -7.31%(-33.23K) | $28.03(+370.86%) | 2026-09-30 | |
| AME | Ametek Inc. | 5.01% | 127.2K | $31.5M | -8.94%(-12.49K) | $124.76(+98.16%) | 2026-09-30 | |
| V | Visa Inc. | 4.82% | 84.4K | $30.3M | -12.94%(-12.55K) | $219.38(+83.66%) | 2026-09-30 | |
| ECL | Ecolab Inc. | 4.32% | 99.0K | $27.2M | -5.40%(-5.65K) | $87.22(+227.85%) | 2026-09-30 | |
| SCI | Service Corp. Int'l | 4.14% | 342.4K | $26.1M | -6.89%(-25.36K) | $38.77(+108.37%) | 2026-09-30 | |
| APH | Amphenol Corp. | 4.12% | 307.8K | $25.9M | -34.35%(-161.07K) | $40.00(+100.71%) | 2026-09-30 | |
| ADI | Analog Devices | 4.08% | 64.6K | $25.6M | -3.81%(-2.56K) | $195.85(+101.35%) | 2026-09-30 | |
| DCI | Donaldson Co., Inc. | 3.6% | 260.2K | $22.6M | -4.47%(-12.16K) | $71.78(+21.64%) | 2026-09-30 | |
| FAST | Fastenal Co. | 3.58% | 454.9K | $22.5M | -3.70%(-17.50K) | $45.33(+12.56%) | 2026-09-30 | |
| FERG | Ferguson Enterprises | 3.54% | 100.0K | $22.3M | -4.02%(-4.19K) | $196.42(+15.24%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.75% | +35.86% | +6.75% | +38.64% |
| Top 20 Holdings Unweighted | +8.11% | +26.36% | +5.53% | +30.91% |
Dudley & Shanley INC reports $629.16M in US-listed equity holdings across 36 positions in its most recent 13F filing. Its largest disclosed positions are WPM (9.0%), AME (5.0%) and V (4.8%). The top 20 holdings account for 77.71% of reported assets. Its disclosed equity book has returned +35.86% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Dudley & Shanley INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 883511). View Dudley & Shanley INC’s 13F filings on SEC