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DUDLEY & SHANLEY, INC.

Location
PALM BEACH, FL
Portfolio Value
Micro $84,542,030
Diversification
Diversified
Filing Date
Global Rank
#2,064 / 8,232 ▲ 119
Top Industry
Specialty Industrial Machinery 17.8%
3Y Alpha vs SPY
-9.7%
Period ended 2 months ago
Filed Apr 8, 2026 · 2mo
25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio
+37.5%
SPY
+76.5%
Annualised alpha
-9.7%
Max drawdown
−14.0%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

35 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025
Top Position
9.9%
−2.8 pts
Top 5
29.9%
−5.0 pts
Top 10
52.0%
−5.3 pts
HHI
431
Jun 2023 → Mar 2026 · range 431 – 532
Diversified−75

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026
Sector % Portfolio Value
Industrials 28.2% $172,036,999
Financial Services 18.1% $110,002,642
Basic Materials 14.5% $88,174,776
Technology 13.9% $84,542,030
Consumer Cyclical 12.1% $73,941,661
Healthcare 5.2% $31,563,349
Utilities 4.3% $26,138,957
Energy 2.4% $14,566,023
Unclassified 1.3% $8,030,903

Last Quarter's Activity

Export CSV
Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased
6 positions
Ticker Δ Shares Shares Value Open

Trimmed

Positions the filer reduced
8 positions
Ticker Δ Shares Shares Value Open

New Positions

Positions the filer opened this quarter
3 positions
Ticker Shares Value Open

Sold Out

Positions the filer fully exited
No qualifying positions this quarter.

Portfolio Positions

Export CSV View 13F filing
5 positions · $84,542,030 total · Technology only · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio History