Institutions / Dudley & Shanley, Inc.
Dudley & Shanley, Inc.
CIK 883511 · Institution · as of Dec 31, 2025
Portfolio value
$622.21M
Positions
33
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 33 →
| Company | Value | % of portfolio |
|---|---|---|
| Wheaton Precious Mtls | $78.57M | 12.6% |
| Amphenol Corp /De | $38.23M | 6.1% |
| Visa Inc | $34.09M | 5.5% |
| Analog Devices Inc | $33.91M | 5.4% |
| Aon plc | $31.33M | 5.0% |
| AMETEK Inc | $28.70M | 4.6% |
| Service Corp International | $28.66M | 4.6% |
| Ecolab Inc. | $27.58M | 4.4% |
| Rollins Inc | $27.35M | 4.4% |
| Danaher Corp /De | $26.30M | 4.2% |
| Ryan Specialty Holdings, Inc. | $24.66M | 4.0% |
| Schwab Charles Corp | $24.07M | 3.9% |
| DONALDSON Co INC | $23.97M | 3.9% |
| Ferguson Enterprises Inc. /DE | $23.19M | 3.7% |
| American Water Works Company, Inc. | $22.06M | 3.5% |
| Watsco, Inc. | $18.77M | 3.0% |
| Allison Transmission Holdings Inc | $16.11M | 2.6% |
| Kadant Inc | $15.71M | 2.5% |
| Progressive CORP/OH | $15.09M | 2.4% |
| Badger Meter Inc | $14.42M | 2.3% |
| Kornit Digital Ltd. | $12.97M | 2.1% |
| NexGen Energy Ltd. | $11.38M | 1.8% |
| Fiserv Inc | $9.67M | 1.6% |
| Roper Technologies Inc | $7.77M | 1.2% |
| Agilent Technologies Inc | $7.51M | 1.2% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.