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 DCI
Shares Held
Position Value (USD)
9 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 13F history on record for this holder in this stock. | ||||||