Back to DUDLEY & SHANLEY, INC.
Q3 2026 13F filing
Updated 30 days ago37 disclosed positions worth $629.2M
Portfolio value
$629.2M
Total holdings
37
New positions
1
Closed positions
2
Increased
8
Decreased
20
Turnover
8.1%
Filed
2026-10-06
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | W Wheaton Precious Mtls | $36.9M | 275.7K | 5.86% | Trimmed(-6.3%) |
| 2 | A Ametek Inc. | $31.5M | 127.2K | 5.01% | Trimmed(-8.9%) |
| 3 | V Visa Inc. | $30.3M | 84.4K | 4.82% | Trimmed(-12.9%) |
| 4 | E Ecolab Inc. | $27.2M | 99.0K | 4.32% | Trimmed(-5.4%) |
| 5 | S Service Corp. Int'l | $26.1M | 342.4K | 4.14% | Trimmed(-6.9%) |
| 6 | A Amphenol Corp. | $25.9M | 307.8K | 4.12% | Added(+31.3%) |
| 7 | A Analog Devices | $25.6M | 64.6K | 4.08% | Trimmed(-3.8%) |
| 8 | A Aon plc | $23.6M | 85.2K | 3.75% | Trimmed(-4.1%) |
| 9 | D Donaldson Co., Inc. | $22.6M | 260.2K | 3.60% | Trimmed(-4.5%) |
| 10 | F Fastenal Co. | $22.5M | 454.9K | 3.58% | Trimmed(-3.7%) |
| 11 | F Ferguson Enterprises | $22.3M | 100.0K | 3.54% | Trimmed(-4.0%) |
| 12 | P Progressive Corp. | $21.6M | 104.2K | 3.43% | Added(+57.1%) |
| 13 | A Amer. Water Works | $20.8M | 160.6K | 3.30% | Trimmed(-5.2%) |
| 14 | S Charles Schwab | $20.7M | 212.0K | 3.29% | Trimmed(-12.0%) |
| 15 | T Tyler Technologies | $20.5M | 64.4K | 3.26% | — |
| 16 | R Roper Technologies | $20M | 57.3K | 3.18% | Added(+2766.3%) |
| 17 | A Allison Transmission | $19.9M | 175.3K | 3.16% | Added(+6.2%) |
| 18 | W Wheaton Precious Mtls | $19.5M | 145.7K | 3.10% | Trimmed(-50.5%) |
| 19 | K Kornit Digital | $19.4M | 1.17M | 3.09% | Trimmed(-6.9%) |
| 20 | F Federal Signal Corp | $19.3M | 174.1K | 3.06% | Added(+2.8%) |
| 21 | K Kadant Inc. | $19M | 72.8K | 3.03% | Trimmed(-3.9%) |
| 22 | X Xylem Inc. | $17.2M | 170.3K | 2.74% | Trimmed(-5.9%) |
| 23 | R Ryan Specialty Hldngs | $17.2M | 465.9K | 2.74% | Added(+0.2%) |
| 24 | D Danaher Corp. | $15.8M | 71.2K | 2.51% | Trimmed(-3.8%) |
| 25 | W Watsco, Inc. | $15.6M | 51.6K | 2.48% | Trimmed(-33.9%) |
| 26 | N NexGen Energy Ltd. | $11.2M | 1.23M | 1.78% | Unchanged |
| 27 | A Agilent Tech, Inc. | $11.1M | 64.5K | 1.77% | Trimmed(-7.1%) |
| 28 | B Badger Meter Inc | $10.5M | 84.6K | 1.66% | Added(+34.3%) |
| 29 | W Waters Corporation | $10.4M | 23.6K | 1.65% | Unchanged |
| 30 | H HEICO Corp. | $5.8M | 19.0K | 0.92% | Trimmed(-2.6%) |
| 31 | M Microsoft Corp. | $5.4M | 10.6K | 0.86% | Unchanged |
| 32 | P Pfizer, Inc. | $4.7M | 165.0K | 0.75% | Unchanged |
| 33 | G Generac Holdings | $3.3M | 16.1K | 0.53% | Unchanged |
| 34 | F Fiserv Inc. | $2.8M | 62.4K | 0.45% | Trimmed(-43.5%) |
| 35 | O Ormat Technologies | $2.4M | 26.1K | 0.38% | Unchanged |
| 36 | V Viper Energy Inc | $307K | 7.7K | 0.05% | Unchanged |
| 37 | ? N/A ATHA Energy Corp. | $80K | 118.0K | 0.01% | Added(+58.4%) |