StockDriftsStockDriftsTop 36 Dudley & Shanley INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| WPM | Wheaton Precious Mtls | 7.71% | 454.6K | $51.1M | -1.03%(-4.75K) | $28.03(+378.78%) | 2026-06-30 | |
| APH | Amphenol Corp. | 6.24% | 234.5K | $41.3M | -4.60%(-11.30K) | $40.00(+320.60%) | 2026-06-30 | |
| AME | Ametek Inc. | 5.1% | 139.7K | $33.8M | -0.01%(-15) | $124.76(+104.23%) | 2026-06-30 | |
| V | Visa Inc. | 5.02% | 97.0K | $33.3M | -0.20%(-195) | $219.38(+64.98%) | 2026-06-30 | |
| WSO | Watsco, Inc. | 4.91% | 78.0K | $32.5M | +40.08%(+22.32K) | $365.57(-14.36%) | 2026-06-30 | |
| ECL | Ecolab Inc. | 4.4% | 104.7K | $29.2M | -0.30%(-315) | $87.22(+216.26%) | 2026-06-30 | |
| SCI | Service Corp. Int'l | 4.22% | 367.8K | $27.9M | +0.04%(+150) | $38.77(+117.27%) | 2026-06-30 | |
| ADI | Analog Devices | 4.03% | 67.2K | $26.7M | -29.35%(-27.92K) | $195.85(+100.65%) | 2026-06-30 | |
| FERG | Ferguson Enterprises | 3.73% | 104.2K | $24.7M | +0.05%(+50) | $196.42(+24.70%) | 2026-06-30 | |
| DCI | Donaldson Co., Inc. | 3.69% | 272.3K | $24.4M | +0.71%(+1.93K) | $71.78(+33.16%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.21% | +37.54% | +8.31% | +49.05% |
| Top 20 Holdings Unweighted | +8.68% | +28.35% | +7.28% | +42.11% |
Dudley & Shanley INC reports $662.29M in US-listed equity holdings across 37 positions in its most recent 13F filing. Its largest disclosed positions are WPM (7.7%), APH (6.2%) and AME (5.1%). The top 20 holdings account for 80.96% of reported assets. Its disclosed equity book has returned +37.54% on a three-year cumulative basis. Figures reflect the Q2 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