S&P 500   5,137.08
DOW   39,087.38
QQQ   445.61
Lawyers who successfully argued Musk pay package was illegal seek $5.6 billion in Tesla stock
Critical asset just had biggest fall on record (Ad)
Sports analytics may be outnumbered when it comes to artificial intelligence
Chicago 'mansion' tax to fund homeless services stuck in legal limbo while on the ballot
Critical asset just had biggest fall on record (Ad)
Norway's hospitalized king gets a pacemaker in Malaysia after falling ill during vacation
Head Start preschools aim to fight poverty, but their teachers struggle to make ends meet
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
What to watch for as China's major political meeting of the year gets underway
South Korean doctors hold massive anti-government rally over medical school recruitment plan
S&P 500   5,137.08
DOW   39,087.38
QQQ   445.61
Lawyers who successfully argued Musk pay package was illegal seek $5.6 billion in Tesla stock
Critical asset just had biggest fall on record (Ad)
Sports analytics may be outnumbered when it comes to artificial intelligence
Chicago 'mansion' tax to fund homeless services stuck in legal limbo while on the ballot
Critical asset just had biggest fall on record (Ad)
Norway's hospitalized king gets a pacemaker in Malaysia after falling ill during vacation
Head Start preschools aim to fight poverty, but their teachers struggle to make ends meet
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
What to watch for as China's major political meeting of the year gets underway
South Korean doctors hold massive anti-government rally over medical school recruitment plan
S&P 500   5,137.08
DOW   39,087.38
QQQ   445.61
Lawyers who successfully argued Musk pay package was illegal seek $5.6 billion in Tesla stock
Critical asset just had biggest fall on record (Ad)
Sports analytics may be outnumbered when it comes to artificial intelligence
Chicago 'mansion' tax to fund homeless services stuck in legal limbo while on the ballot
Critical asset just had biggest fall on record (Ad)
Norway's hospitalized king gets a pacemaker in Malaysia after falling ill during vacation
Head Start preschools aim to fight poverty, but their teachers struggle to make ends meet
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
What to watch for as China's major political meeting of the year gets underway
South Korean doctors hold massive anti-government rally over medical school recruitment plan
S&P 500   5,137.08
DOW   39,087.38
QQQ   445.61
Lawyers who successfully argued Musk pay package was illegal seek $5.6 billion in Tesla stock
Critical asset just had biggest fall on record (Ad)
Sports analytics may be outnumbered when it comes to artificial intelligence
Chicago 'mansion' tax to fund homeless services stuck in legal limbo while on the ballot
Critical asset just had biggest fall on record (Ad)
Norway's hospitalized king gets a pacemaker in Malaysia after falling ill during vacation
Head Start preschools aim to fight poverty, but their teachers struggle to make ends meet
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
What to watch for as China's major political meeting of the year gets underway
South Korean doctors hold massive anti-government rally over medical school recruitment plan

Dudley & Shanley, Inc. Top Holdings and 13F Report (2024)

About Dudley & Shanley, Inc.

Investment Activity

  • Dudley & Shanley, Inc. has $560.98 million in total holdings as of December 31, 2023.
  • Dudley & Shanley, Inc. owns shares of 34 different stocks, but just 17 companies or ETFs make up 80% of its holdings.
  • Approximately 1.38% of the portfolio was purchased this quarter.
  • About 3.52% of the portfolio was sold this quarter.
  • This quarter, Dudley & Shanley, Inc. has purchased 36 new stocks and bought additional shares in 3 stocks.
  • Dudley & Shanley, Inc. sold shares of 23 stocks and completely divested from 3 stocks this quarter.

Largest Holdings

Progressive
$33,689,313
Fiserv
$32,466,760
AON
$31,481,962

Largest New Holdings this Quarter

Enphase Energy
$2,021,742 Holding

Largest Purchases this Quarter

West Pharmaceutical Services
8,976 shares (about $3.16M)
Danaher
10,999 shares (about $2.54M)
Enphase Energy
15,300 shares (about $2.02M)
NexGen Energy
1,000 shares (about $7K)

Largest Sales this Quarter

Generac
40,000 shares (about $5.17M)
American Water Works
17,396 shares (about $2.30M)
Iridium Communications
43,230 shares (about $1.78M)
Progressive
5,030 shares (about $801.18K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofDudley & Shanley, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Wheaton Precious Metals Corp. stock logo
WPM
Wheaton Precious Metals
$70,776,503$673,738 -0.9%1,434,46512.6%Basic Materials
The Progressive Co. stock logo
PGR
Progressive
$33,689,313$801,178 -2.3%211,5106.0%Finance
Fiserv, Inc. stock logo
FI
Fiserv
$32,466,760$466,268 -1.4%244,4055.8%Business Services
Aon plc stock logo
AON
AON
$31,481,962$779,934 -2.4%108,1785.6%Finance
Service Co. International stock logo
SCI
Service Co. International
$26,725,481$322,057 -1.2%390,4384.8%Consumer Staples
Visa Inc. stock logo
V
Visa
$26,028,491$326,739 -1.2%99,9754.6%Business Services
Danaher Co. stock logo
DHR
Danaher
$25,610,263$2,544,509 11.0%110,7044.6%Multi-Sector Conglomerates
Avantor, Inc. stock logo
AVTR
Avantor
$25,089,143$305,009 -1.2%1,098,9554.5%Medical
Amdocs Limited stock logo
DOX
Amdocs
$22,890,950$154,686 -0.7%260,4504.1%Computer and Technology
Amphenol Co. stock logo
APH
Amphenol
$21,830,904$264,677 -1.2%220,2253.9%Computer and Technology
West Pharmaceutical Services, Inc. stock logo
WST
West Pharmaceutical Services
$21,499,039$3,160,629 17.2%61,0563.8%Medical
Iridium Communications Inc. stock logo
IRDM
Iridium Communications
$21,458,149$1,779,347 -7.7%521,3353.8%Communication Services
American Water Works Company, Inc. stock logo
AWK
American Water Works
$21,427,785$2,296,098 -9.7%162,3443.8%Utilities
Ecolab Inc. stock logo
ECL
Ecolab
$21,062,191$339,178 -1.6%106,1873.8%Basic Materials
AMETEK, Inc. stock logo
AME
AMETEK
$21,043,097$239,915 -1.1%127,6193.8%Computer and Technology
Ryan Specialty Holdings, Inc. stock logo
RYAN
Ryan Specialty
$20,139,813$246,074 -1.2%468,1503.6%Finance
Rollins, Inc. stock logo
ROL
Rollins
$19,048,199$164,199 -0.9%436,1853.4%Construction
Franklin Electric Co., Inc. stock logo
FELE
Franklin Electric
$18,180,348$218,429 -1.2%188,1053.2%Industrial Products
Analog Devices, Inc. stock logo
ADI
Analog Devices
$14,457,154$165,798 -1.1%72,8102.6%Computer and Technology
Allison Transmission Holdings, Inc. stock logo
ALSN
Allison Transmission
$13,788,237$212,829 -1.5%237,1152.5%Auto/Tires/Trucks
Watsco, Inc. stock logo
WSO
Watsco
$10,810,298$111,402 -1.0%25,2301.9%Construction
NexGen Energy Ltd. stock logo
NXE
NexGen Energy
$8,655,500$7,000 0.1%1,236,5001.5%Basic Materials
Ball Co. stock logo
BALL
Ball
$6,987,530$80,528 -1.1%121,4801.2%Industrial Products
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund stock logo
GRID
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
$4,910,899$1,884,780 -27.7%46,9000.9%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$4,826,0970.0%12,8340.9%Computer and Technology
Generac Holdings Inc. stock logo
GNRC
Generac
$3,095,298$5,169,600 -62.5%23,9500.6%Computer and Technology
HEICO Co. stock logo
HEI
HEICO
$2,654,4310.0%14,8400.5%Aerospace
Enphase Energy, Inc. stock logo
ENPH
Enphase Energy
$2,021,742$2,021,742 New Holding15,3000.4%Oils/Energy
Kornit Digital Ltd. stock logo
KRNT
Kornit Digital
$1,996,855$249,080 -11.1%104,2200.4%Industrial Products
Invesco Water Resources ETF stock logo
PHO
Invesco Water Resources ETF
$1,994,9910.0%32,7800.4%ETF
Kadant Inc. stock logo
KAI
Kadant
$1,875,2740.0%6,6900.3%Industrial Products
Roper Technologies, Inc. stock logo
ROP
Roper Technologies
$1,390,1830.0%2,5500.2%Computer and Technology
Ormat Technologies, Inc. stock logo
ORA
Ormat Technologies
$689,6890.0%9,1000.1%Oils/Energy
Freeport-McMoRan Inc. stock logo
FCX
Freeport-McMoRan
$372,4870.0%8,7500.1%Basic Materials
ALPS Clean Energy ETF stock logo
ACES
ALPS Clean Energy ETF
$0$1,974,268 -100.0%00.0%ETF
Lincoln National Co. stock logo
LNC
Lincoln National
$0$283,935 -100.0%00.0%Finance
Peabody Energy Co. stock logo
BTU
Peabody Energy
$0$252,103 -100.0%00.0%Oils/Energy

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data: