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 SCI
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $30,333,398 | 367,633 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $28,664,345 | 367,633 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $30,744,214 | 369,433 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $30,039,286 | 369,033 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $29,545,118 | 368,393 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $29,777,090 | 373,053 | Shares | Sole | 2025-01-03 | |
| 2024-09-30 | $30,097,587 | 381,320 | Shares | Sole | 2024-12-23 | |
| 2024-06-30 | $27,123,291 | 381,320 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $28,962,530 | 390,278 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $26,725,481 | 390,438 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $22,578,471 | 395,143 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $25,522,286 | 395,143 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $27,177,935 | 395,143 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $27,503,408 | 397,793 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $22,968,567 | 397,793 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $27,495,452 | 397,793 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $26,623,729 | 404,493 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $28,714,958 | 404,493 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $24,878,521 | 412,853 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $28,716,898 | 535,863 | Shares | Sole | 2021-07-12 | |
| 2021-03-31 | $26,919,328 | 527,313 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $23,877,968 | 486,313 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $30,273,134 | 717,713 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $28,745,271 | 739,143 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $28,907,882 | 739,143 | Shares | Sole | 2020-04-20 | |
| No 13F history on record for this holder in this stock. | ||||||