Dudley & Shanley, Inc.
Dudley & Shanley, Inc. reported 37 holdings worth US$629M as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 6, 2026
Dudley & Shanley, Inc. reported 37 holdings worth US$629M as of Sep 30, 2026. Largest: Wheaton Precious Metals Corp, Ametek, Inc. and Visa Inc. Filed Oct 6, 2026 (Form 13F).
- Holdings
- 37
- Value as reported
- US$629M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Wheaton Precious Metals Corp | 421K | US$56.4M | 9.0% |
| Ametek, Inc. | 127K | US$31.5M | 5.0% |
| Visa Inc. | 84,419 | US$30.3M | 4.8% |
| Ecolab Inc. | 99,043 | US$27.2M | 4.3% |
| Service Corporation International | 342K | US$26.1M | 4.1% |
| Amphenol Corporation | 308K | US$25.9M | 4.1% |
| Analog Devices, Inc. | 64,639 | US$25.6M | 4.1% |
| Donaldson Company, Inc. | 260K | US$22.6M | 3.6% |
| Fastenal Company | 455K | US$22.5M | 3.6% |
| Ferguson Enterprises Inc. | 100K | US$22.3M | 3.5% |
| Progressive Corporation (the) | 104K | US$21.6M | 3.4% |
| American Water Works Company, Inc. | 161K | US$20.8M | 3.3% |
| Charles Schwab Corporation (the) | 212K | US$20.7M | 3.3% |
| Tyler Technologies, Inc. | 64,400 | US$20.5M | 3.3% |
| Roper Technologies, Inc. | 57,325 | US$20M | 3.2% |
| Allison Transmission Holdings, Inc. | 175K | US$19.9M | 3.2% |
| Federal Signal Corporation | 174K | US$19.3M | 3.1% |
| Kadant Inc | 72,782 | US$19M | 3.0% |
| Xylem Inc. | 170K | US$17.2M | 2.7% |
| Ryan Specialty Holdings, Inc. | 466K | US$17.2M | 2.7% |
| Danaher Corporation | 71,195 | US$15.8M | 2.5% |
| Watsco, Inc. | 51,565 | US$15.6M | 2.5% |
| Nexgen Energy Ltd. | 1.23M | US$11.2M | 1.8% |
| Agilent Technologies, Inc. | 64,550 | US$11.1M | 1.8% |
| Badger Meter, Inc. | 84,600 | US$10.5M | 1.7% |
| Waters Corporation | 23,590 | US$10.4M | 1.6% |
| Heico Corporation | 19,000 | US$5.76M | 0.92% |
| Microsoft Corp. | 10,569 | US$5.42M | 0.86% |
| Pfizer, Inc. | 165K | US$4.71M | 0.75% |
| Generac Holdings Inc. | 16,150 | US$3.34M | 0.53% |
| Fiserv, Inc. | 62,449 | US$2.82M | 0.45% |
| Ormat Technologies, Inc. | 26,100 | US$2.39M | 0.38% |
| Viper Energy, Inc. | 7,700 | US$307K | 0.05% |
| Atha Energy Corp. | 118K | US$79,797 | 0.01% |
| Stallion Uranium Corp. | 0 | US$0 | 0.00% |
| Rollins, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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