Dudley & Shanley, Inc.
Dudley & Shanley, Inc. reported 38 holdings worth US$662M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 9, 2026
Dudley & Shanley, Inc. reported 38 holdings worth US$662M as of Jun 30, 2026. Largest: Wheaton Precious Metals Corp, Amphenol Corporation and Ametek, Inc. Filed Jul 9, 2026 (Form 13F).
- Holdings
- 38
- Value as reported
- US$662M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Wheaton Precious Metals Corp | 455K | US$51.1M | 7.7% |
| Amphenol Corporation | 234K | US$41.3M | 6.2% |
| Ametek, Inc. | 140K | US$33.8M | 5.1% |
| Visa Inc. | 96,971 | US$33.3M | 5.0% |
| Watsco, Inc. | 78,012 | US$32.5M | 4.9% |
| Ecolab Inc. | 105K | US$29.2M | 4.4% |
| Service Corporation International | 368K | US$27.9M | 4.2% |
| Analog Devices, Inc. | 67,200 | US$26.7M | 4.0% |
| Ferguson Enterprises Inc. | 104K | US$24.7M | 3.7% |
| Donaldson Company, Inc. | 272K | US$24.4M | 3.7% |
| Kadant Inc | 75,735 | US$23.8M | 3.6% |
| Fastenal Company | 472K | US$22.7M | 3.4% |
| American Water Works Company, Inc. | 169K | US$22.3M | 3.4% |
| Charles Schwab Corporation (the) | 241K | US$22.2M | 3.4% |
| Federal Signal Corporation | 169K | US$21.8M | 3.3% |
| Xylem Inc. | 181K | US$21.4M | 3.2% |
| Rollins, Inc. | 496K | US$20.7M | 3.1% |
| Allison Transmission Holdings, Inc. | 165K | US$18.6M | 2.8% |
| Ryan Specialty Holdings, Inc. | 465K | US$17.6M | 2.7% |
| Progressive Corporation (the) | 66,280 | US$14.5M | 2.2% |
| Danaher Corporation | 74,024 | US$14.1M | 2.1% |
| Nexgen Energy Ltd. | 1.23M | US$11.5M | 1.7% |
| Badger Meter, Inc. | 63,000 | US$9.35M | 1.4% |
| Agilent Technologies, Inc. | 69,500 | US$9.23M | 1.4% |
| Waters Corporation | 23,590 | US$8.85M | 1.3% |
| Heico Corporation | 26,931 | US$6.95M | 1.0% |
| Fiserv, Inc. | 111K | US$5.42M | 0.82% |
| Generac Holdings Inc. | 16,150 | US$4.73M | 0.71% |
| Pfizer, Inc. | 165K | US$3.97M | 0.60% |
| Microsoft Corp. | 10,569 | US$3.94M | 0.60% |
| Ormat Technologies, Inc. | 26,100 | US$2.84M | 0.43% |
| Roper Technologies, Inc. | 2,000 | US$677K | 0.10% |
| Viper Energy, Inc. | 7,700 | US$326K | 0.05% |
| Atha Energy Corp. | 74,500 | US$51,991 | <0.01% |
| Stallion Uranium Corp. | 180K | US$25,377 | <0.01% |
Source
View original at SEC
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