Dudley & Shanley, Inc. Top Holdings and 13F Report (2025) About Dudley & Shanley, Inc.Investment ActivityDudley & Shanley, Inc. has $636.82 million in total holdings as of June 30, 2025.Dudley & Shanley, Inc. owns shares of 36 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 3.69% of the portfolio was purchased this quarter.About 8.04% of the portfolio was sold this quarter.This quarter, Dudley & Shanley, Inc. has purchased 36 new stocks and bought additional shares in 19 stocks.Dudley & Shanley, Inc. sold shares of 9 stocks and completely divested from 0 stocks this quarter.Largest Holdings Wheaton Precious Metals $68,560,055Amphenol $42,265,000Visa $34,514,766AON $31,620,352Ryan Specialty $31,416,207 Largest Purchases this Quarter Kadant 22,645 shares (about $7.19M)Watsco 14,405 shares (about $6.36M)Kornit Digital 316,150 shares (about $6.29M)Fiserv 12,870 shares (about $2.22M)Agilent Technologies 6,000 shares (about $708.06K) Largest Sales this Quarter Wheaton Precious Metals 247,535 shares (about $22.23M)Avantor 1,060,617 shares (about $14.28M)Ferguson Enterprises 25,625 shares (about $5.58M)Progressive 20,225 shares (about $5.40M)Donaldson 35,780 shares (about $2.48M) 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$68,560,055$22,228,643 ▼-24.5%763,47510.8%Basic MaterialsAPHAmphenol$42,265,000$1,080,325 ▼-2.5%428,0006.6%Computer and TechnologyVVisa$34,514,766$12,427 ▼0.0%97,2115.4%Business ServicesAONAON$31,620,352$1,784 ▼0.0%88,6325.0%FinanceRYANRyan Specialty$31,416,207$46,913 ▲0.1%462,0714.9%FinanceSCIService Corporation International$30,039,286$52,096 ▲0.2%369,0334.7%Consumer StaplesADIAnalog Devices$29,270,748$52,364 ▲0.2%122,9764.6%Computer and TechnologyFIFiserv$29,196,599$2,218,917 ▲8.2%169,3444.6%Business ServicesECLEcolab$28,286,620$32,333 ▲0.1%104,9834.4%Basic MaterialsROLRollins$25,778,298$45,136 ▲0.2%456,9004.0%ConstructionAMEAMETEK$25,277,579$47,050 ▲0.2%139,6864.0%Computer and TechnologyAWKAmerican Water Works$22,438,999$40,342 ▲0.2%161,3043.5%UtilitiesDOXAmdocs$22,436,007$44,708 ▲0.2%245,9013.5%Computer and TechnologySCHWCharles Schwab$21,985,464$36,496 ▲0.2%240,9633.5%FinanceDHRDanaher$21,640,902$41,483 ▲0.2%109,5523.4%MedicalWSOWatsco$17,591,049$6,361,536 ▲56.7%39,8332.8%ConstructionKAIKadant$17,515,304$7,188,655 ▲69.6%55,1752.8%IndustrialsPGRProgressive$17,147,089$5,397,243 ▼-23.9%64,2552.7%FinanceFerguson Enterprises$16,440,125$5,579,844 ▼-25.3%75,5002.6%COMALSNAllison Transmission$15,630,320$28,497 ▲0.2%164,5472.5%Auto/Tires/TrucksFELEFranklin Electric$15,613,952$118,457 ▼-0.8%173,9912.5%IndustrialsDCIDonaldson$14,506,980$2,481,343 ▼-14.6%209,1852.3%IndustrialsKRNTKornit Digital$12,688,643$6,294,547 ▲98.4%637,3002.0%IndustrialsNXENexGen Energy$8,584,780$3,470 ▲0.0%1,237,0001.3%Basic MaterialsGRIDFirst Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund$6,520,0380.0%46,9001.0%ETFAAgilent Technologies$6,514,152$708,060 ▲12.2%55,2001.0%MedicalHEIHeico$6,412,4000.0%19,5501.0%AerospaceMSFTMicrosoft$5,398,8880.0%10,8540.8%Computer and TechnologyGNRCGenerac$2,814,0760.0%19,6500.4%IndustrialsORAOrmat Technologies$2,512,8000.0%30,0000.4%EnergyPHOInvesco Water Resources ETF$2,291,6500.0%32,7800.4%ETFAVTRAvantor$1,763,260$14,275,905 ▼-89.0%131,0000.3%MedicalROPRoper Technologies$1,445,4420.0%2,5500.2%Computer and TechnologyENPHEnphase Energy$539,240$269,620 ▲100.0%13,6000.1%EnergyOCULOcular Therapeutix$152,192$1,856 ▲1.2%16,4000.0%MedicalATHA Energy Corp.$8,4950.0%19,0000.0%COMShowing 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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
