DUDLEY & SHANLEY, INC.
Top Portfolio Positions
35 positions ·
$608,997,340 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| WPM |
Wheaton Precious Metals Corp.
Basic Materials
|
459,385 | $60,184,028 | 9.88% | |
| APH |
Amphenol Corp /De/
Technology
|
245,751 | $31,050,638 | 5.10% | |
| SCI |
Service Corp International
Consumer Cyclical
|
367,633 | $30,333,398 | 4.98% | |
| ADI |
Analog Devices Inc
Technology
|
95,121 | $30,261,794 | 4.97% | |
| AME |
Ametek Inc/
Industrials
|
139,746 | $29,955,952 | 4.92% | |
| V |
Visa Inc.
Financial Services
|
97,166 | $29,367,451 | 4.82% | |
| AON |
Aon plc
Financial Services
|
88,782 | $28,657,053 | 4.71% | |
| ECL |
Ecolab Inc.
Basic Materials
|
105,008 | $27,934,228 | 4.59% | |
| ROL |
Rollins Inc
Consumer Cyclical
|
455,730 | $24,340,539 | 4.00% | |
| FERG |
Ferguson Enterprises Inc. /DE/
Industrials
|
104,175 | $24,299,860 | 3.99% |
Portfolio Trend
25 quarters · across all stocks
Holdings in ALSN
Shares Held
Position Value (USD)
20 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $19,267,724 | 164,597 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $16,114,046 | 164,597 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $13,966,749 | 164,547 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $15,630,319 | 164,547 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $15,713,510 | 164,247 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $17,732,321 | 164,097 | Shares | Sole | 2025-01-03 | |
| 2024-09-30 | $15,764,798 | 164,097 | Shares | Sole | 2024-12-23 | |
| 2024-06-30 | $12,454,962 | 164,097 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $13,646,648 | 168,145 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $13,788,237 | 237,115 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $14,220,171 | 240,775 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $23,846,727 | 422,365 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $19,107,792 | 422,365 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $18,934,864 | 455,165 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $15,501,410 | 459,165 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $17,654,894 | 459,165 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $18,674,607 | 475,665 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $17,145,022 | 471,665 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $16,441,460 | 465,500 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $14,682,737 | 369,470 | Shares | Sole | 2021-07-12 | |
| No 13F history on record for this holder in this stock. | ||||||