DUDLEY & SHANLEY, INC.

CIK

883511

Location

PALM BEACH, FL

Portfolio Value

Small $632,779,835

Diversification

Diversified

Filing Date

Global Rank

#2,497 / 8,708 ▲ 332

Top Industry

Specialty Industrial Machinery 20.5%

Period ended 3 months ago

Filed Jul 9, 2026 · 2mo

26 quarters · since Mar 2020

Portfolio Concentration

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

Top Position

8.1%

−1.6 pts

Top 5

30.3%

−2.8 pts

Top 10

51.4%

−2.7 pts

HHI

415

Diversified−43

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

2 positions

Ticker	Company	Shares	Value
AON	Aon plc	88,782	$28,657,053
ABI	VictoryShares Pioneer Asset-Based Income ETF	32,780	$2,191,670
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	−33.4%	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.