Dudley & Shanley, Inc. Top Holdings and 13F Report (2025) About Dudley & Shanley, Inc.Investment ActivityDudley & Shanley, Inc. has $635.08 million in total holdings as of March 31, 2025.Dudley & Shanley, Inc. owns shares of 36 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 0.73% of the portfolio was purchased this quarter.About 7.70% of the portfolio was sold this quarter.This quarter, Dudley & Shanley, Inc. has purchased 37 new stocks and bought additional shares in 14 stocks.Dudley & Shanley, Inc. sold shares of 11 stocks and completely divested from 1 stock this quarter.Largest Holdings Wheaton Precious Metals $78,484,707AON $35,374,140Fiserv $34,554,153Ryan Specialty $34,082,214Visa $34,080,833 Largest Purchases this Quarter Amdocs 20,030 shares (about $1.83M)Avantor 105,490 shares (about $1.71M)Kornit Digital 49,125 shares (about $937.31K)Analog Devices 100 shares (about $20.17K)AMETEK 110 shares (about $18.94K) Largest Sales this Quarter Wheaton Precious Metals 158,030 shares (about $12.27M)Fiserv 20,149 shares (about $4.45M)AON 5,190 shares (about $2.07M)Donaldson 23,785 shares (about $1.60M)Ferguson Enterprises 8,250 shares (about $1.32M) Sector Allocation Over TimeMap of 500 Largest Holdings ofDudley & Shanley, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorWPMWheaton Precious Metals$78,484,707$12,267,869 ▼-13.5%1,011,01012.4%Basic MaterialsAONAON$35,374,140$2,071,277 ▼-5.5%88,6375.6%FinanceFIFiserv$34,554,153$4,449,504 ▼-11.4%156,4745.4%Business ServicesRYANRyan Specialty$34,082,2140.0%461,3815.4%FinanceVVisa$34,080,833$136,679 ▼-0.4%97,2465.4%Business ServicesSCIService Co. International$29,545,119$373,732 ▼-1.2%368,3934.7%Consumer StaplesAPHAmphenol$28,790,075$656 ▼0.0%438,9404.5%Computer and TechnologyECLEcolab$26,584,868$2,535 ▲0.0%104,8634.2%Basic MaterialsADIAnalog Devices$24,756,203$20,167 ▲0.1%122,7563.9%Computer and TechnologyROLRollins$24,643,083$18,911 ▲0.1%456,1003.9%ConstructionAMEAMETEK$24,000,792$18,935 ▲0.1%139,4263.8%Computer and TechnologyPGRProgressive$23,908,685$5,660 ▲0.0%84,4803.8%FinanceAWKAmerican Water Works$23,752,785$17,702 ▲0.1%161,0143.7%UtilitiesDOXAmdocs$22,455,106$1,832,745 ▲8.9%245,4113.5%Computer and TechnologyDHRDanaher$22,415,110$17,425 ▲0.1%109,3423.5%MedicalAVTRAvantor$19,316,112$1,709,993 ▲9.7%1,191,6173.0%MedicalSCHWCharles Schwab$18,831,272$14,090 ▲0.1%240,5633.0%FinanceFELEFranklin Electric$16,458,197$567,974 ▼-3.3%175,3112.6%IndustrialsDCIDonaldson$16,427,353$1,595,022 ▼-8.9%244,9652.6%IndustrialsFerguson Enterprises$16,203,259$1,321,898 ▼-7.5%101,1252.6%COMALSNAllison Transmission$15,713,510$14,350 ▲0.1%164,2472.5%Auto/Tires/TrucksWSOWatsco$12,925,052$12,707 ▲0.1%25,4282.0%ConstructionKAIKadant$10,959,682$10,107 ▲0.1%32,5301.7%IndustrialsKRNTKornit Digital$6,127,542$937,305 ▲18.1%321,1501.0%IndustrialsAAgilent Technologies$5,755,4160.0%49,2000.9%MedicalNXENexGen Energy$5,551,8850.0%1,236,5000.9%Basic MaterialsGRIDFirst Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund$5,305,7970.0%46,9000.8%ETFHEIHEICO$5,223,5640.0%19,5500.8%AerospaceMSFTMicrosoft$4,074,483$262,773 ▼-6.1%10,8540.6%Computer and TechnologyGNRCGenerac$2,488,6720.0%19,6500.4%IndustrialsORAOrmat Technologies$2,123,100$63,693 ▼-2.9%30,0000.3%EnergyPHOInvesco Water Resources ETF$2,114,9660.0%32,7800.3%ETFROPRoper Technologies$1,503,4290.0%2,5500.2%Computer and TechnologyENPHEnphase Energy$421,9400.0%6,8000.1%EnergyOCULOcular Therapeutix$118,7460.0%16,2000.0%MedicalATHA Energy Corp.$6,1390.0%19,0000.0%COMWSTWest Pharmaceutical Services$0$25,766,197 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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