Dudley & Shanley, Inc. Top Holdings and 13F Report (2026) About Dudley & Shanley, Inc.Investment ActivityDudley & Shanley, Inc. has $611.24 million in total holdings as of March 31, 2026.Dudley & Shanley, Inc. owns shares of 37 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 7.42% of the portfolio was purchased this quarter.About 7.73% of the portfolio was sold this quarter.This quarter, Dudley & Shanley, Inc. has purchased 33 new stocks and bought additional shares in 6 stocks.Dudley & Shanley, Inc. sold shares of 8 stocks and completely divested from 0 stocks this quarter.Largest Holdings Wheaton Precious Metals $60,184,029Amphenol $31,050,639Service Corporation International $30,333,399Analog Devices $30,261,795AMETEK $29,955,953 Largest New Holdings this Quarter 98419M100 - Xylem $9,659,185 Holding313855108 - Federal Signal $6,783,622 Holding941848103 - Waters $3,490,216 Holding046824108 - ATHA Energy Corp. $43,779 Holding Largest Purchases this Quarter Xylem 80,830 shares (about $9.66M)Fastenal 174,100 shares (about $8.08M)Federal Signal 62,730 shares (about $6.78M)Kadant 20,615 shares (about $6.03M)Badger Meter 39,455 shares (about $6.01M) Largest Sales this Quarter Wheaton Precious Metals 209,220 shares (about $27.41M)Analog Devices 29,900 shares (about $9.51M)Roper Technologies 15,455 shares (about $5.47M)Amphenol 37,160 shares (about $4.70M)NexGen Energy 10,650 shares (about $123.54K) 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$60,184,029$27,409,912 â–¼-31.3%459,3859.8%Basic MaterialsAPHAmphenol$31,050,639$4,695,166 â–¼-13.1%245,7515.1%Computer and TechnologySCIService Corporation International$30,333,3990.0%367,6335.0%Consumer StaplesADIAnalog Devices$30,261,795$9,512,386 â–¼-23.9%95,1215.0%Computer and TechnologyAMEAMETEK$29,955,953$10,718 â–¼0.0%139,7464.9%Computer and TechnologyVVisa$29,367,452$15,112 â–¼-0.1%97,1664.8%Business ServicesAONAON$28,657,0540.0%88,7824.7%FinanceECLEcolab$27,934,228$13,301 â–¼0.0%105,0084.6%Basic MaterialsROLRollins$24,340,5390.0%455,7304.0%ConstructionFerguson Enterprises$24,299,8600.0%104,1754.0%COMAWKAmerican Water Works$23,005,1980.0%169,0443.8%UtilitiesDCIDonaldson$22,949,2720.0%270,4053.8%IndustrialsSCHWCharles Schwab$22,642,8830.0%240,9333.7%FinanceKAIKadant$22,141,127$6,026,795 â–²37.4%75,7353.6%IndustrialsDHRDanaher$21,781,4380.0%114,8813.6%MedicalWSOWatsco$20,260,1930.0%55,6923.3%ConstructionALSNAllison Transmission$19,267,7250.0%164,5973.2%Auto/Tires/TrucksBMIBadger Meter$18,609,552$6,010,969 â–²47.7%122,1503.0%Computer and TechnologyKRNTKornit Digital$18,392,656$5,169,922 â–²39.1%1,254,6153.0%IndustrialsRYANRyan Specialty$16,195,909$79,289 â–²0.5%480,0212.6%FinanceNXENexGen Energy$14,204,200$123,540 â–¼-0.9%1,224,5002.3%Basic MaterialsPGRProgressive$13,139,3470.0%66,2802.1%FinanceXYLXylem$9,659,185$9,659,185 â–²New Holding80,8301.6%Business ServicesFASTFastenal$8,410,000$8,078,240 â–²2,435.0%181,2501.4%Retail/WholesaleFiserv Inc.$8,030,9030.0%143,9231.3%COMFSSFederal Signal$6,783,622$6,783,622 â–²New Holding62,7301.1%Multi-Sector ConglomeratesAAgilent Technologies$6,291,6960.0%55,2001.0%MedicalHEIHeico$5,346,9000.0%19,5000.9%AerospaceMSFTMicrosoft$3,912,3270.0%10,5690.6%Computer and TechnologyGNRCGenerac$3,838,2340.0%19,6500.6%IndustrialsWATWaters$3,490,216$3,490,216 â–²New Holding11,7200.6%MedicalORAOrmat Technologies$3,133,7600.0%28,0000.5%EnergyPHOInvesco Water Resources ETF$2,191,6710.0%32,7800.4%ETFRoper Technologies$707,720$5,468,906 â–¼-88.5%2,0000.1%COMViper Energy Inc$361,8230.0%7,7000.1%COMStallion Uranium Corp$60,628$31,998 â–²111.8%180,0000.0%COMATHA Energy Corp.$43,779$43,779 â–²New Holding74,5000.0%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. 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