DS
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DUDLEY & SHANLEY, INC.13F | |
| DUDLEY & SHANLEY, INC. | |
| Last update 2025-07-09 | 36 Stocks (0 new) |
| Value $637.00 Mil | Turnover 4 % |
DUDLEY & SHANLEY, INC. Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WPM | Wheaton Precious Metals Corp | 763,475 | 68,560.1 | -24.48% | 10.770 | -3.03% | 0.170 | +5.33% | +57.68% | 40,048.5 | Metals & Mining | |
APH | Amphenol Corp | 428,000 | 42,265.0 | -2.49% | 6.640 | -0.11% | 0.040 | +59.12% | +49.45% | 125,000.0 | Hardware | |
V | Visa Inc | 97,211 | 34,514.8 | -0.04% | 5.420 | 0% | 0.000 | +6.07% | +10.81% | 681,869.3 | Credit Services | |
AON | Aon PLC | 88,632 | 31,620.3 | -0.01% | 4.970 | 0% | 0.040 | -2.87% | -0.46% | 76,898.4 | Insurance | |
RYAN | Ryan Specialty Holdings Inc | 462,071 | 31,416.2 | +0.15% | 4.930 | +0.01% | 0.360 | -6.32% | +3.29% | 8,363.5 | Insurance | |
SCI | Service Corp International | 369,033 | 30,039.3 | +0.17% | 4.720 | +0.01% | 0.260 | +3.30% | +0.82% | 11,364.5 | Personal Services | |
ADI | Analog Devices Inc | 122,976 | 29,270.8 | +0.18% | 4.600 | +0.01% | 0.020 | +37.83% | +14.85% | 120,017.6 | Semiconductors | |
FI | Fiserv Inc | 169,344 | 29,196.6 | +8.23% | 4.580 | +0.35% | 0.030 | -20.57% | -19.32% | 91,891.9 | Software | |
ECL | Ecolab Inc | 104,983 | 28,286.6 | +0.11% | 4.440 | +0.01% | 0.040 | +12.85% | +15.27% | 76,194.0 | Chemicals | |
ROL | Rollins Inc | 456,900 | 25,778.3 | +0.18% | 4.050 | +0.01% | 0.090 | +0.33% | +21.13% | 27,043.3 | Personal Services |
DUDLEY & SHANLEY, INC.'s Historical Top Holdings Breakdowns
DUDLEY & SHANLEY, INC.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
WPM | Wheaton Precious Metals Corp | 2025-06-30 | Reduce Reduce | -3.03% | 70.56 ($84.08) 92.75 | $88.32 | 5.04% | Reduce -24.48% | 763,475 | -247,535 | |
AVTR | Avantor Inc | 2025-06-30 | Reduce Reduce | -2.71% | 11.94 ($13.72) 16.29 | $13.29 | -3.13% | Reduce -89.01% | 131,000 | -1,060,617 | |
KAI | Kadant Inc | 2025-06-30 | Add Add | +1.13% | 286.24 ($313.41) 350.17 | $333.70 | 6.47% | Add 69.61% | 55,175 | 22,645 | |
WSO | Watsco Inc | 2025-06-30 | Add Add | +1.00% | 421.84 ($464.6) 520.66 | $470.75 | 1.32% | Add 56.65% | 39,833 | 14,405 | |
KRNT | Kornit Digital Ltd | 2025-06-30 | Add Add | +0.99% | 15.81 ($19.92) 23.22 | $21.49 | 7.88% | Add 98.44% | 637,300 | 316,150 | |
PGR | Progressive Corp | 2025-06-30 | Reduce Reduce | -0.90% | 255.27 ($274.25) 288.74 | $246.41 | -10.15% | Reduce -23.94% | 64,255 | -20,225 | |
FERG | Ferguson Enterprises Inc | 2025-06-30 | Reduce Reduce | -0.65% | 148.02 ($183.7) 219.4 | $222.79 | 21.28% | Reduce -25.34% | 75,500 | -25,625 | |
DCI | Donaldson Co Inc | 2025-06-30 | Reduce Reduce | -0.38% | 59.18 ($67.26) 71.02 | $70.44 | 4.73% | Reduce -14.61% | 209,185 | -35,780 | |
FI | Fiserv Inc | 2025-06-30 | Add Add | +0.35% | 159.13 ($181.98) 226.15 | $165.74 | -8.92% | Add 8.23% | 169,344 | 12,870 | |
A | Agilent Technologies Inc | 2025-06-30 | Add Add | +0.11% | 99.29 ($110.91) 120.52 | $113.99 | 2.78% | Add 12.2% | 55,200 | 6,000 |
DUDLEY & SHANLEY, INC. Total Holding History ($B)
DUDLEY & SHANLEY, INC.'s Asset Allocation
DUDLEY & SHANLEY, INC. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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DUDLEY & SHANLEY, INC.'s Hypothetical Growth since 2025-06-30
DUDLEY & SHANLEY, INC.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
DUDLEY & SHANLEY, INC.'s Holdings Heat Map
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DUDLEY & SHANLEY, INC.'s Holdings Bubble Chart
DUDLEY & SHANLEY, INC. News
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