Dudley & Shanley
$583M 13F equity value
36 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| WPM | Wheaton Precious Mtls | 459,385 | $60M | 10.3% |
| APH | Amphenol Corp. | 245,751 | $31M | 5.3% |
| SCI | Service Corp. Int'l | 367,633 | $30M | 5.2% |
| ADI | Analog Devices | 95,121 | $30M | 5.2% |
| AME | Ametek Inc. | 139,746 | $30M | 5.1% |
| V | Visa Inc. | 97,166 | $29M | 5.0% |
| ECL | Ecolab Inc. | 105,008 | $28M | 4.8% |
| ROL | Rollins, Inc. | 455,730 | $24M | 4.2% |
| FERG | Ferguson Enterprises | 104,175 | $24M | 4.2% |
| AWK | Amer. Water Works | 169,044 | $23M | 3.9% |
Track Dudley & Shanley's 13F portfolio: $583M in reported holdings, 36 positions. Top holdings and quarterly changes on SentiSense.