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Dudley & Shanley, Inc.

Portfolio Manager
Dudley & Shanley, Inc.
Performance
-1.25% (2026 Q1)
AUM (13F)
$611.24M
# of Holdings
37
Performance Rank
Allocation (Top 20)
82.94%

Dudley & Shanley, Inc. Holdings Map

Top 36 Dudley & Shanley, Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
WPM
Wheaton Precious Mtls
9.85%459.4K$60.2M
-31.29%(-209.22K)
2025-Q1: 1.01M shares2025-Q2: 763.5K shares2025-Q3: 695.7K shares2025-Q4: 668.6K shares2026-Q1: 459.4K shares
$28.03(+312.86%)
2026-03-31
APH
Amphenol Corp.
5.08%245.8K$31.1M
-13.13%(-37.16K)
2025-Q1: 438.9K shares2025-Q2: 428.0K shares2025-Q3: 316.6K shares2025-Q4: 282.9K shares2026-Q1: 245.8K shares
$40.00(+311.50%)
2026-03-31
SCI
Service Corp. Int'l
4.96%367.6K$30.3M
+0.00%(+0)
2025-Q1: 368.4K shares2025-Q2: 369.0K shares2025-Q3: 369.4K shares2025-Q4: 367.6K shares2026-Q1: 367.6K shares
$38.75(+102.73%)
2026-03-31
ADI
Analog Devices
4.95%95.1K$30.3M
-23.92%(-29.90K)
2025-Q1: 122.8K shares2025-Q2: 123.0K shares2025-Q3: 125.0K shares2025-Q4: 125.0K shares2026-Q1: 95.1K shares
$195.85(+92.58%)
2026-03-31
AME
Ametek Inc.
4.9%139.7K$30.0M
-0.04%(-50)
2025-Q1: 139.4K shares2025-Q2: 139.7K shares2025-Q3: 139.8K shares2025-Q4: 139.8K shares2026-Q1: 139.7K shares
$124.76(+88.06%)
2026-03-31
V
Visa Inc.
4.8%97.2K$29.4M
-0.05%(-50)
2025-Q1: 97.2K shares2025-Q2: 97.2K shares2025-Q3: 97.2K shares2025-Q4: 97.2K shares2026-Q1: 97.2K shares
$219.38(+65.07%)
2026-03-31
ECL
Ecolab Inc.
4.57%105.0K$27.9M
-0.05%(-50)
2025-Q1: 104.9K shares2025-Q2: 105.0K shares2025-Q3: 105.0K shares2025-Q4: 105.1K shares2026-Q1: 105.0K shares
$87.22(+224.90%)
2026-03-31
ROL
Rollins, Inc.
3.98%455.7K$24.3M
+0.00%(+0)
2025-Q1: 456.1K shares2025-Q2: 456.9K shares2025-Q3: 455.6K shares2025-Q4: 455.7K shares2026-Q1: 455.7K shares
$40.61(+6.83%)
2026-03-31
FERG
Ferguson Enterprises
3.98%104.2K$24.3M
+0.00%(+0)
2025-Q1: 101.1K shares2025-Q2: 75.5K shares2025-Q3: 75.5K shares2025-Q4: 104.2K shares2026-Q1: 104.2K shares
$196.40(+17.23%)
2026-03-31
AWK
Amer. Water Works
3.76%169.0K$23.0M
+0.00%(+0)
2025-Q1: 161.0K shares2025-Q2: 161.3K shares2025-Q3: 169.2K shares2025-Q4: 169.0K shares2026-Q1: 169.0K shares
$144.12(-5.04%)
2026-03-31

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