DUDLEY & SHANLEY, INC.'s Top 5 Sells of the 2nd Quarter

DUDLEY & SHANLEY, INC. recently filed their 13F report for the second quarter of 2022, which ended on 2022-06-30.

The 13F report details which stocks were in a guru’s equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and American depository receipts as of the quarter’s end. They are not required to include international holdings, short positions or other types of investments. Still, even this limited filing can provide valuable information.

205 WORTH AVENUE PALM BEACH, FL 33480

As of the latest 13F report, the guru’s equity portfolio contained 33 stocks valued at a total of $446.00Mil. The top holdings were WPM(11.74%), AON(7.08%), and SCI(6.16%).

According to GuruFocus data, these were DUDLEY & SHANLEY, INC.’s top five trades of the quarter.

Terminix Global Holdings Inc


The guru sold out of their 228,358-share investment in NYSE:TMX. Previously, the stock had a 1.94% weight in the equity portfolio. Shares traded for an average price of $43.41 during the quarter.

On 07/14/2022, Terminix Global Holdings Inc traded for a price of $40.85 per share and a market cap of $4.97Bil. The stock has returned -15.94% over the past year.

GuruFocus gives the company a financial strength rating of 5 out of 10 and a profitability rating of 6 out of 10.

In terms of valuation, Terminix Global Holdings Inc has a price-earnings ratio of 44.36, a price-book ratio of 2.07, a price-earnings-to-growth (PEG) ratio of 2.13, a EV-to-Ebitda ratio of 17.60 and a price-sales ratio of 2.48.

The price-to-GF Value ratio is 0.78, earning the stock a GF Value rank of 9.

Ball Corp


DUDLEY & SHANLEY, INC. reduced their investment in NYSE:BALL by 57,065 shares. The trade had a 0.95% impact on the equity portfolio. During the quarter, the stock traded for an average price of $76.11.

On 07/14/2022, Ball Corp traded for a price of $65.78 per share and a market cap of $20.99Bil. The stock has returned -18.88% over the past year.

GuruFocus gives the company a financial strength rating of 5 out of 10 and a profitability rating of 8 out of 10.

In terms of valuation, Ball Corp has a price-earnings ratio of 19.19, a price-book ratio of 5.39, a price-earnings-to-growth (PEG) ratio of 1.31, a EV-to-Ebitda ratio of 12.81 and a price-sales ratio of 1.50.

The price-to-GF Value ratio is 0.64, earning the stock a GF Value rank of 8.

Amphenol Corp


DUDLEY & SHANLEY, INC. reduced their investment in NYSE:APH by 53,345 shares. The trade had a 0.75% impact on the equity portfolio. During the quarter, the stock traded for an average price of $69.62.

On 07/14/2022, Amphenol Corp traded for a price of $64.08 per share and a market cap of $38.26Bil. The stock has returned -7.17% over the past year.

GuruFocus gives the company a financial strength rating of 7 out of 10 and a profitability rating of 10 out of 10.

In terms of valuation, Amphenol Corp has a price-earnings ratio of 23.82, a price-book ratio of 5.96, a price-earnings-to-growth (PEG) ratio of 2.39, a EV-to-Ebitda ratio of 15.85 and a price-sales ratio of 3.51.

The price-to-GF Value ratio is 0.81, earning the stock a GF Value rank of 7.

Ecolab Inc


DUDLEY & SHANLEY, INC. reduced their investment in NYSE:ECL by 20,560 shares. The trade had a 0.68% impact on the equity portfolio. During the quarter, the stock traded for an average price of $166.01.

On 07/14/2022, Ecolab Inc traded for a price of $152.405 per share and a market cap of $43.52Bil. The stock has returned -25.91% over the past year.

GuruFocus gives the company a financial strength rating of 5 out of 10 and a profitability rating of 7 out of 10.

In terms of valuation, Ecolab Inc has a price-earnings ratio of 39.67, a price-book ratio of 6.13, a EV-to-Ebitda ratio of 21.32 and a price-sales ratio of 3.37.

The price-to-GF Value ratio is 0.66, earning the stock a GF Value rank of 8.

Microsoft Corp


DUDLEY & SHANLEY, INC. reduced their investment in NAS:MSFT by 7,425 shares. The trade had a 0.43% impact on the equity portfolio. During the quarter, the stock traded for an average price of $271.99.

On 07/14/2022, Microsoft Corp traded for a price of $252.6116 per share and a market cap of $1,872.90Bil. The stock has returned -9.20% over the past year.

GuruFocus gives the company a financial strength rating of 8 out of 10 and a profitability rating of 10 out of 10.

In terms of valuation, Microsoft Corp has a price-earnings ratio of 26.14, a price-book ratio of 11.50, a price-earnings-to-growth (PEG) ratio of 1.24, a EV-to-Ebitda ratio of 18.56 and a price-sales ratio of 9.82.

The price-to-GF Value ratio is 0.82, earning the stock a GF Value rank of 7.


Please note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.

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