Dudley & Shanley, Inc.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$611.2M
Q ending 2026-03-31
Prior quarter
$622.2M
Q ending 2025-12-31
Change
-1.8% QoQ · -3.8% YoY
Positions
37
reported holdings
Largest positions
All 37 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Wheaton Precious Mtls | WPM | Shares | $60.2M | 459K |
| Amphenol Corp. | APH | Shares | $31.1M | 246K |
| Service Corp. Int'L | SCI | Shares | $30.3M | 368K |
| Analog Devices | ADI | Shares | $30.3M | 95K |
| Ametek Inc. | AME | Shares | $30.0M | 140K |
| Visa Inc. | V | Shares | $29.4M | 97K |
| Aon Plc | Shares | $28.7M | 89K | |
| Ecolab Inc. | ECL | Shares | $27.9M | 105K |
| Rollins, Inc. | ROL | Shares | $24.3M | 456K |
| Ferguson Enterprises | FERG | Shares | $24.3M | 104K |
| Amer. Water Works | AWK | Shares | $23.0M | 169K |
| Donaldson Co., Inc. | DCI | Shares | $22.9M | 270K |
| Charles Schwab | SCHW | Shares | $22.6M | 241K |
| Kadant Inc. | KAI | Shares | $22.1M | 76K |
| Danaher Corp. | DHR | Shares | $21.8M | 115K |
| Watsco, Inc. | WSO | Shares | $20.3M | 56K |
| Allison Transmission | ALSN | Shares | $19.3M | 165K |
| Badger Meter Inc | BMI | Shares | $18.6M | 122K |
| Kornit Digital | Shares | $18.4M | 1.3M | |
| Ryan Specialty Hldngs | RYAN | Shares | $16.2M | 480K |
| Nexgen Energy Ltd. | NXE | Shares | $14.2M | 1.2M |
| Progressive Corp. | PGR | Shares | $13.1M | 66K |
| Xylem Inc. | XYL | Shares | $9.7M | 81K |
| Fastenal Co. | FAST | Shares | $8.4M | 181K |
| Fiserv Inc. | FISV | Shares | $8.0M | 144K |
| Federal Signal Corp | FSS | Shares | $6.8M | 63K |
| Agilent Tech, Inc. | A | Shares | $6.3M | 55K |
| Heico Corp. | HEI | Shares | $5.3M | 20K |
| Microsoft Corp. | MSFT | Shares | $3.9M | 11K |
| Generac Holdings | GNRC | Shares | $3.8M | 20K |
| Waters Corporation | WAT | Shares | $3.5M | 12K |
| Ormat Technologies | ORA | Shares | $3.1M | 28K |
| Invesco Water Etf | PHO | Shares | $2.2M | 33K |
| Roper Technologies | ROP | Shares | $708K | 2K |
| Viper Energy Inc | VNOM | Shares | $362K | 8K |
| Stallion Uranium Corp | STLNF | Shares | $61K | 180K |
| Atha Energy Corp. | SASKF | Shares | $44K | 75K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.