DUDLEY & SHANLEY, INC.

CIK

883511

Location

PALM BEACH, FL

Portfolio Value

Small $632,779,835

Diversification

Diversified

Filing Date

Global Rank

#518 / 2,968 ▲ 1839

Top Industry

Specialty Industrial Machinery 20.5%

3Y Alpha vs SPY

-6.7%

Period ended 30 days ago

Filed Jul 9, 2026 · 21d

26 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+39.9%

SPY

+67.9%

Annualised alpha

-7.0%

Max drawdown

−14.0%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

35 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

8.1%

−1.8 pts

Top 5

30.3%

+0.5 pts

Top 10

51.4%

−0.6 pts

HHI

415

Diversified−17

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Industrials	37.5%	$237,214,734	11
Financial Services	13.8%	$87,543,445	4
Technology	13.0%	$81,995,392	5
Basic Materials	12.7%	$80,261,022	3
Consumer Cyclical	10.6%	$67,231,706	3
Healthcare	5.7%	$36,152,169	4
Utilities	4.0%	$25,124,573	2
Energy	1.9%	$11,833,925	2
Unclassified	0.9%	$5,422,869	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

14 positions

Ticker	Company	Δ Shares	Shares	Value
FAST	Fastenal Co	+291,190	472,440	$22,691,293
FSS	Federal Signal Corp /De/	+106,555	169,285	$21,751,429
XYL	Xylem Inc.	+100,220	181,050	$21,401,920
ROL	Rollins Inc	+39,925	495,655	$20,688,639
WSO	Watsco Inc	+22,320	78,012	$32,509,940
A	Agilent Technologies, Inc.	+14,300	69,500	$9,231,685
WAT	Waters Corp /De/	+11,870	23,590	$8,847,193
DCI	DONALDSON Co INC	+1,925	272,330	$24,447,064
NXE	NexGen Energy Ltd.	+1,000	1,225,500	$11,507,445
KRNT	Kornit Digital Ltd.	+650	1,255,265	$20,398,056
ALSN	Allison Transmission Holdings Inc	+440	165,037	$18,606,271
AWK	American Water Works Company, Inc.	+300	169,344	$22,282,283
SCI	Service Corp International	+150	367,783	$27,936,796
FERG	Ferguson Enterprises Inc. /DE/	+50	104,225	$24,735,719
No positions match the current search.

Trimmed

Positions the filer reduced

12 positions

Ticker	Company	Δ Shares	Shares	Value
BMI	Badger Meter Inc	−59,150	63,000	$9,347,940
DHR	Danaher Corp /De/	−40,857	74,024	$14,100,091
FISV	Fiserv Inc	−33,365	110,558	$5,422,869
ADI	Analog Devices Inc	−27,921	67,200	$26,689,824
RYAN	Ryan Specialty Holdings, Inc.	−14,875	465,146	$17,563,912
APH	Amphenol Corp /De/	−11,300	234,451	$41,338,400
WPM	Wheaton Precious Metals Corp.	−4,745	454,640	$51,065,164
GNRC	Generac Holdings Inc.	−3,500	16,150	$4,728,881
ORA	Ormat Technologies, Inc.	−1,900	26,100	$2,842,290
ECL	Ecolab Inc.	−315	104,693	$29,168,516
V	Visa Inc.	−195	96,971	$33,269,780
AME	Ametek Inc/	−15	139,731	$33,806,518
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
PFE	Pfizer Inc	165,000	$3,973,200
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
AON	Aon plc	88,782	$28,657,053
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

35 tracked positions · $632,779,835 total · as of Jun 30, 2026

All sectors Basic Materials Consumer Cyclical Energy Financial Services Healthcare Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
WPM	Wheaton Precious Metals Corp. Basic Materials	Reduced	454,640	-4,745	$51,065,164	−15.2%	8.07%
APH	Amphenol Corp /De/ Technology	Reduced	234,451	-11,300	$41,338,400	+33.1%	6.53%
AME	Ametek Inc/ Industrials	Reduced	139,731	-15	$33,806,518	+12.9%	5.34%
V	Visa Inc. Financial Services	Reduced	96,971	-195	$33,269,780	+13.3%	5.26%
WSO	Watsco Inc Industrials	Added	78,012	+22,320	$32,509,940	+60.5%	5.14%
ECL	Ecolab Inc. Basic Materials	Reduced	104,693	-315	$29,168,516	+4.4%	4.61%
SCI	Service Corp International Consumer Cyclical	Added	367,783	+150	$27,936,796	−7.9%	4.41%
ADI	Analog Devices Inc Technology	Reduced	67,200	-27,921	$26,689,824	−11.8%	4.22%
FERG	Ferguson Enterprises Inc. /DE/ Industrials	Added	104,225	+50	$24,735,719	+1.8%	3.91%
DCI	DONALDSON Co INC Industrials	Added	272,330	+1,925	$24,447,064	+6.5%	3.86%
KAI	Kadant Inc Industrials	Held	75,735	0	$23,798,209	+7.5%	3.76%
FAST	Fastenal Co Industrials	Added	472,440	+291,190	$22,691,293	+169.8%	3.59%
AWK	American Water Works Company, Inc. Utilities	Added	169,344	+300	$22,282,283	−3.1%	3.52%
SCHW	Schwab Charles Corp Financial Services	Held	240,933	0	$22,230,887	−1.8%	3.51%
FSS	Federal Signal Corp /De/ Industrials	Added	169,285	+106,555	$21,751,429	+220.6%	3.44%
XYL	Xylem Inc. Industrials	Added	181,050	+100,220	$21,401,920	+121.6%	3.38%
ROL	Rollins Inc Consumer Cyclical	Added	495,655	+39,925	$20,688,639	−15.0%	3.27%
KRNT	Kornit Digital Ltd. Industrials	Added	1,255,265	+650	$20,398,056	+10.9%	3.22%
ALSN	Allison Transmission Holdings Inc Consumer Cyclical	Added	165,037	+440	$18,606,271	−3.4%	2.94%
RYAN	Ryan Specialty Holdings, Inc. Financial Services	Reduced	465,146	-14,875	$17,563,912	+8.4%	2.78%
PGR	Progressive Corp/Oh/ Financial Services	Held	66,280	0	$14,478,866	+10.2%	2.29%
DHR	Danaher Corp /De/ Healthcare	Reduced	74,024	-40,857	$14,100,091	−35.3%	2.23%
NXE	NexGen Energy Ltd. Energy	Added	1,225,500	+1,000	$11,507,445	−19.0%	1.82%
BMI	Badger Meter Inc Technology	Reduced	63,000	-59,150	$9,347,940	−49.8%	1.48%
A	Agilent Technologies, Inc. Healthcare	Added	69,500	+14,300	$9,231,685	+46.7%	1.46%
WAT	Waters Corp /De/ Healthcare	Added	23,590	+11,870	$8,847,193	+153.5%	1.40%
HEI	Heico Corp Industrials	Held	19,500	0	$6,945,705	+29.9%	1.10%
FISV	Fiserv Inc	Reduced	110,558	-33,365	$5,422,869	−32.5%	0.86%
GNRC	Generac Holdings Inc. Industrials	Reduced	16,150	-3,500	$4,728,881	+23.2%	0.75%
PFE	Pfizer Inc Healthcare	NEW	165,000	NEW	$3,973,200	NEW	0.63%
MSFT	Microsoft Corp Technology	Held	10,569	0	$3,942,448	+0.8%	0.62%
ORA	Ormat Technologies, Inc. Utilities	Reduced	26,100	-1,900	$2,842,290	−9.3%	0.45%
ROP	Roper Technologies Inc Technology	Held	2,000	0	$676,780	−4.4%	0.11%
VNOM	Viper Energy, Inc. Energy	Held	7,700	0	$326,480	−9.8%	0.05%
STLNF	Stallion Uranium Corp. Basic Materials	Held	180,000	0	$27,342	−51.6%	0.00%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.