DUDLEY & SHANLEY, INC.
Top Portfolio Positions
34 positions ·
$580,340,287 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 | 10.37% | |
| APH |
Amphenol Corp /De/
Technology
|
245,751 | $31,050,638 | 5.35% | |
| SCI |
Service Corp International
Consumer Cyclical
|
367,633 | $30,333,398 | 5.23% | |
| ADI |
Analog Devices Inc
Technology
|
95,121 | $30,261,794 | 5.21% | |
| AME |
Ametek Inc/
Industrials
|
139,746 | $29,955,952 | 5.16% | |
| V |
Visa Inc.
Financial Services
|
97,166 | $29,367,451 | 5.06% | |
| ECL |
Ecolab Inc.
Basic Materials
|
105,008 | $27,934,228 | 4.81% | |
| ROL |
Rollins Inc
Consumer Cyclical
|
455,730 | $24,340,539 | 4.19% | |
| FERG |
Ferguson Enterprises Inc. /DE/
Industrials
|
104,175 | $24,299,860 | 4.19% | |
| AWK |
American Water Works Company, Inc.
Utilities
|
169,044 | $23,005,197 | 3.96% |
Portfolio Trend
Holdings in BMI
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $18,609,552 | 122,150 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $14,422,834 | 82,695 | Shares | Sole | 2026-01-09 | |
| No 13F history on record for this holder in this stock. | ||||||