Dudley & Shanley, Inc. Top Holdings and 13F Report (2024) → Global crypto currency reset (41 major banks signed up) (From Stansberry Research) (Ad) About Dudley & Shanley, Inc.Investment ActivityDudley & Shanley, Inc. has $592.63 million in total holdings as of March 31, 2024.Dudley & Shanley, Inc. owns shares of 36 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 4.76% of the portfolio was purchased this quarter.About 7.58% of the portfolio was sold this quarter.This quarter, Dudley & Shanley, Inc. has purchased 34 new stocks and bought additional shares in 19 stocks.Dudley & Shanley, Inc. sold shares of 8 stocks and completely divested from 1 stock this quarter.Largest Holdings Wheaton Precious Metals $68,643,195AON $33,548,204Fiserv $33,389,754Service Co. International $28,962,530Avantor $28,417,347 Largest New Holdings this Quarter Charles Schwab $13,650,196 HoldingDonaldson $280,050 HoldingATHA Energy Corp. $11,514 Holding Largest Purchases this Quarter Charles Schwab 188,695 shares (about $13.65M)Analog Devices 23,550 shares (about $4.66M)Ormat Technologies 27,300 shares (about $1.81M)Wheaton Precious Metals 22,000 shares (about $1.04M)Kornit Digital 49,180 shares (about $891.14K) Largest Sales this Quarter Progressive 81,195 shares (about $16.79M)Iridium Communications 507,335 shares (about $13.27M)Fiserv 35,484 shares (about $5.67M)Allison Transmission 68,970 shares (about $5.60M)AON 7,650 shares (about $2.55M) 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$68,643,195$1,036,860 ▲1.5%1,456,46511.6%Basic MaterialsAONAON$33,548,204$2,552,958 ▼-7.1%100,5285.7%FinanceFIFiserv$33,389,754$5,671,053 ▼-14.5%208,9215.6%Business ServicesSCIService Co. International$28,962,530$11,874 ▼0.0%390,2784.9%Consumer StaplesAVTRAvantor$28,417,347$317,068 ▲1.1%1,111,3554.8%MedicalDHRDanaher$27,898,469$253,466 ▲0.9%111,7194.7%Multi-Sector ConglomeratesVVisa$27,691,713$209,310 ▼-0.8%99,2254.7%Business ServicesPGRProgressive$26,951,748$16,792,750 ▼-38.4%130,3154.5%FinanceRYANRyan Specialty$26,284,800$302,475 ▲1.2%473,6004.4%FinanceAPHAmphenol$25,660,184$257,230 ▲1.0%222,4554.3%Computer and TechnologyECLEcolab$24,897,254$378,676 ▲1.5%107,8274.2%Basic MaterialsWSTWest Pharmaceutical Services$24,488,909$328,439 ▲1.4%61,8864.1%MedicalDOXAmdocs$23,771,828$234,962 ▲1.0%263,0504.0%Computer and TechnologyAMEAMETEK$23,550,936$209,421 ▲0.9%128,7644.0%Computer and TechnologyROLRollins$20,503,856$321,576 ▲1.6%443,1353.5%ConstructionAWKAmerican Water Works$20,346,743$506,683 ▲2.6%166,4903.4%UtilitiesFELEFranklin Electric$20,318,466$226,971 ▲1.1%190,2303.4%Industrial ProductsADIAnalog Devices$19,059,044$4,657,954 ▲32.3%96,3603.2%Computer and TechnologySCHWCharles Schwab$13,650,196$13,650,196 ▲New Holding188,6952.3%FinanceALSNAllison Transmission$13,646,648$5,597,605 ▼-29.1%168,1452.3%Auto/Tires/TrucksWSOWatsco$11,114,588$215,985 ▲2.0%25,7301.9%ConstructionNXENexGen Energy$9,622,5940.0%1,236,5001.6%Basic MaterialsBALLBall$8,182,8930.0%121,4801.4%Industrial ProductsGRIDFirst Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund$5,375,2090.0%46,9000.9%ETFMSFTMicrosoft$4,978,800$420,720 ▼-7.8%11,8340.8%Computer and TechnologyHEIHEICO$3,514,400$679,960 ▲24.0%18,4000.6%AerospaceKAIKadant$3,028,363$833,374 ▲38.0%9,2300.5%Industrial ProductsGNRCGenerac$3,021,0530.0%23,9500.5%Computer and TechnologyKRNTKornit Digital$2,779,608$891,142 ▲47.2%153,4000.5%Industrial ProductsENPHEnphase Energy$2,649,462$798,468 ▲43.1%21,9000.4%Oils/EnergyORAOrmat Technologies$2,409,316$1,806,987 ▲300.0%36,4000.4%Oils/EnergyPHOInvesco Water Resources ETF$2,182,1650.0%32,7800.4%ETFROPRoper Technologies$1,430,1420.0%2,5500.2%Computer and TechnologyIRDMIridium Communications$366,240$13,271,884 ▼-97.3%14,0000.1%Computer and TechnologyDCIDonaldson$280,050$280,050 ▲New Holding3,7500.0%Industrial ProductsATHA Energy Corp.$11,514$11,514 ▲New Holding19,0000.0%COMFCXFreeport-McMoRan$0$372,487 ▼-100.0%00.0%Basic MaterialsShowing largest 100 holdings. 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