DUDLEY & SHANLEY, INC.

Position in GNRC — Generac Holdings Inc.

CIK 883511 PALM BEACH, FL

Position in GNRC

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$4,728,881

+$890,647 QoQ

Shares Held

16,150

-17.8% QoQ

Ownership

0.027%

of shares outstanding

% of Portfolio

0.75%

of 13F equity value

Holder Rank

#29

of 133 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

DUDLEY & SHANLEY, INC. holds $128,580,648 across 6 Specialty Industrial Machinery names. GNRC ranks #6 (3.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AME	Ametek Inc/	139,731	$33,806,518
2	DCI	DONALDSON Co INC	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. This page	16,150	$4,728,881

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,728,881	16,150	-17.8%	Shares	Sole	2026-07-09
2026-03-31	$3,838,234	19,650	0.0%	Shares	Sole	2026-04-08
2025-12-31	$2,679,670	19,650	0.0%	Shares	Sole	2026-01-09
2025-09-30	$3,289,410	19,650	0.0%	Shares	Sole	2025-10-08
2025-06-30	$2,814,076	19,650	0.0%	Shares	Sole	2025-07-09
2025-03-31	$2,488,672	19,650	0.0%	Shares	Sole	2025-04-09
2024-12-31	$3,046,732	19,650	-18.0%	Shares	Sole	2025-01-03
2024-09-30	$3,805,176	23,950	0.0%	Shares	Sole	2024-12-23
2024-06-30	$3,166,669	23,950	0.0%	Shares	Sole	2024-07-09
2024-03-31	$3,021,053	23,950	0.0%	Shares	Sole	2024-04-19
2023-12-31	$3,095,298	23,950	-62.5%	Shares	Sole	2024-01-12
2023-09-30	$6,967,992	63,950	0.0%	Shares	Sole	2023-10-13
2023-06-30	$9,536,863	63,950	+224.6%	Shares	Sole	2023-07-21
2023-03-31	$2,127,797	19,700	0.0%	Shares	Sole	2023-04-13
2022-12-31	$1,983,002	19,700	—	Shares	Sole	2023-01-18
No filing history on record for this holder in this stock.