Position in DCI
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$24,447,064
+$1,497,792 QoQ
Shares Held
272,330
+0.7% QoQ
Ownership
0.235%
of shares outstanding
% of Portfolio
3.86%
of 13F equity value
Holder Rank
#60
of 629 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DCI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026DUDLEY & SHANLEY, INC. holds $128,580,648 across 6 Specialty Industrial Machinery names. DCI ranks #2 (19.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AME |
Ametek Inc/
|
139,731 | $33,806,518 | |
| 2 | DCI |
DONALDSON Co INC
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|
272,330 | $24,447,064 | |
| 3 | KAI |
Kadant Inc
|
75,735 | $23,798,209 | |
| 4 | XYL |
Xylem Inc.
|
181,050 | $21,401,920 | |
| 5 | KRNT |
Kornit Digital Ltd.
|
1,255,265 | $20,398,056 | |
| 6 | GNRC |
Generac Holdings Inc.
|
16,150 | $4,728,881 |
All Filings in DCI
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,447,064 | 272,330 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $22,949,272 | 270,405 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $23,974,107 | 270,405 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $22,147,382 | 270,585 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $14,506,979 | 209,185 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $16,427,352 | 244,965 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $18,100,312 | 268,750 | Shares | Sole | 2025-01-03 | |
| 2024-09-30 | $379,555 | 5,150 | Shares | Sole | 2024-12-23 | |
| 2024-06-30 | $368,534 | 5,150 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $280,050 | 3,750 | Shares | Sole | 2024-04-19 | |
| No filing history on record for this holder in this stock. | ||||||