DUDLEY & SHANLEY, INC.

Position in HEI — Heico Corp

CIK 883511 PALM BEACH, FL

Position in HEI

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

Position Value

$6,945,705

+$1,598,805 QoQ

Shares Held

19,500

0.0% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

1.10%

of 13F equity value

Holder Rank

#262

of 912 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

DUDLEY & SHANLEY, INC. holds $6,945,705 across 1 Aerospace & Defense name. HEI ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	HEI	Heico Corp This page	19,500	$6,945,705

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,945,705	19,500	0.0%	Shares	Sole	2026-07-09
2026-03-31	$5,346,900	19,500	0.0%	Shares	Sole	2026-04-08
2025-12-31	$6,310,005	19,500	0.0%	Shares	Sole	2026-01-09
2025-09-30	$6,294,990	19,500	-0.3%	Shares	Sole	2025-10-08
2025-06-30	$6,412,400	19,550	0.0%	Shares	Sole	2025-07-09
2025-03-31	$5,223,564	19,550	0.0%	Shares	Sole	2025-04-09
2024-12-31	$4,647,817	19,550	0.0%	Shares	Sole	2025-01-03
2024-09-30	$5,111,934	19,550	0.0%	Shares	Sole	2024-12-23
2024-06-30	$4,371,575	19,550	+6.2%	Shares	Sole	2024-07-09
2024-03-31	$3,514,400	18,400	+24.0%	Shares	Sole	2024-04-19
2023-12-31	$2,654,430	14,840	0.0%	Shares	Sole	2024-01-12
2023-09-30	$2,403,041	14,840	0.0%	Shares	Sole	2023-10-13
2023-06-30	$2,625,789	14,840	+89.3%	Shares	Sole	2023-07-21
2023-03-31	$1,340,953	7,840	0.0%	Shares	Sole	2023-04-13
2022-12-31	$1,204,537	7,840	+409.1%	Shares	Sole	2023-01-18
2022-09-30	$221,729	1,540	0.0%	Shares	Sole	2022-10-18
2022-06-30	$201,924	1,540	0.0%	Shares	Sole	2022-07-14
2022-03-31	$236,451	1,540	0.0%	Shares	Sole	2022-04-18
2021-12-31	$222,098	1,540	—	Shares	Sole	2022-01-18
No filing history on record for this holder in this stock.