DUDLEY & SHANLEY, INC.

CIK 883511 · View on SEC EDGAR ↗

Portfolio value
$629.2M
#3,271 of 9,443 by 13F value · top 34.6%
Positions
37
As of
June 30, 2026

Portfolio value QoQ: +10.0% 13F does not disclose cash

Top 10 holdings weight
48.21%
Top 25 holdings weight
92.53%
Positions above 1%
28
Effective number of positions
26.1

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 5.9% Est. buys $61,129,783 · sells $35,428,162

Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 82.2% still held

New positions
1
Increased
15
Decreased
12
Closed
1
On this page

Performance vs S&P 500

Tracked Q4 2024–Q2 2026
+11.3%

Annualized: +7.4%

Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.

Priceable coverage: 94.2% · Options excluded: 0.0%

Sector breakdown

Industrials
52.0%
Financial Services
9.7%
Materials
7.5%
Healthcare
5.7%
Financials
5.1%
Technology
5.0%
Diversified Consumer Services
4.4%
Utilities
4.0%
Energy
1.9%
Other/Unmapped
4.7%

Full portfolio 37 positions

Type Streak 8Q trend
APH Amphenol Corporation Common Stock $41,338,400 6.57% 234,451 $10,287,761 Down ×3
AME AMETEK, Inc. $33,806,518 5.37% 139,731 $3,850,565 Down ×2
V Visa Inc. $33,269,780 5.29% 96,971 $3,902,328 Down ×2
WSO Watsco, Inc. Common Stock $32,509,941 5.17% 78,012 $12,249,748 Up ×1
Unknown issuer (CUSIP: g0403h108) $29,456,394 4.68% 88,807 $799,340 Up ×1
ECL Ecolab Inc. Common Stock $29,168,517 4.64% 104,693 $1,234,289 Down ×2
SCI Service Corporation International Common Stock $27,936,797 4.44% 367,783 $-2,396,602 Up ×1
ADI Analog Devices, Inc. - Common Stock $26,689,824 4.24% 67,200 $-3,571,971 Down ×2
FERG Ferguson Enterprises Inc. Common Stock $24,735,719 3.93% 104,225 $435,859 Up ×1
DCI Donaldson Company, Inc. Common Stock $24,447,064 3.89% 272,330 $1,497,792 Up ×1
KAI Kadant Inc Common Stock $23,798,209 3.78% 75,735 $1,657,082
FAST Fastenal Company - Common Stock $22,691,293 3.61% 472,440 $14,281,293 Up ×2
AWK American Water Works Company, Inc. Common Stock $22,282,284 3.54% 169,344 $-722,914 Up ×1
SCHW Charles Schwab Corporation (The) Common Stock $22,230,888 3.53% 240,933 $-411,995
FSS Federal Signal Corporation Common Stock $21,751,430 3.46% 169,285 $14,967,808 Up ×1
XYL Xylem Inc. Common Stock New $21,401,920 3.40% 181,050 $11,742,735 Up ×1
ROL Rollins, Inc. Common Stock $20,688,640 3.29% 495,655 $-3,651,899 Up ×1
KRNT Kornit Digital Ltd. - Ordinary Shares $20,398,056 3.24% 1,255,265 $2,005,400 Up ×2
ALSN Allison Transmission Holdings, Inc. Common Stock $18,606,271 2.96% 165,037 $-661,454 Up ×1
WPM Wheaton Precious Metals Corp Common Shares (Canada) $18,028,259 2.87% 160,508 $-3,008,410 Down ×2
RYAN Ryan Specialty Holdings, Inc. Class A Common Stock $17,563,913 2.79% 465,146 $1,368,004 Down ×1
PGR Progressive Corporation (The) Common Stock $14,478,866 2.30% 66,280 $1,339,519
DHR Danaher Corporation Common Stock $14,100,092 2.24% 74,024 $-7,681,346 Down ×1
NXE Nexgen Energy Ltd. Common Shares $11,507,445 1.83% 1,225,500 $-2,696,755 Up ×1
BMI Badger Meter, Inc. Common Stock $9,347,940 1.49% 63,000 $-9,261,612 Down ×1
A Agilent Technologies, Inc. Common Stock $9,231,685 1.47% 69,500 $2,939,989 Up ×1
WAT Waters Corporation Common Stock $8,847,194 1.41% 23,590 $5,356,978 Up ×1
HEI Heico Corporation Common Stock $6,945,705 1.10% 19,500 $1,598,805
FISV Fiserv, Inc. - Common Stock $5,422,870 0.86% 110,558 $-2,608,033 Down ×1
GNRC Generac Holdlings Inc. Common Stock $4,728,881 0.75% 16,150 $890,647 Down ×1
PFE Pfizer, Inc. Common Stock $3,973,200 0.63% 165,000 Up ×1
MSFT Microsoft Corporation - Common Stock $3,942,448 0.63% 10,569 $30,121
ORA Ormat Technologies, Inc. Common Stock $2,842,290 0.45% 26,100 $-291,470 Down ×1
ROP Roper Technologies, Inc. - Common Stock $676,780 0.11% 2,000 $-30,940
VNOM Viper Energy, Inc. - Class A Common Stock $326,480 0.05% 7,700 $-35,343
SASKF $51,991 0.01% 74,500 $8,212
STLNF $25,377 0.00% 180,000 $-35,251

Biggest new bets

New positions opened this quarter, largest first.

Security Value Shares % of portfolio
PFE $3,973,200 165,000 0.63%

Top movers (QoQ)

Security Action Shares Δ Value Δ
FSS Bought more +107K +$15.0M
FAST Bought more +291K +$14.3M
WSO Bought more +22K +$12.2M
XYL Bought more +100K +$11.7M
APH Trimmed -11K +$10.3M
BMI Trimmed -59K -$9.3M
DHR Trimmed -41K -$7.7M
WAT Bought more +12K +$5.4M
V Trimmed -195 +$3.9M
AME Trimmed -15 +$3.9M

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

SecurityQuarter Shares before Value before Price since exit
WST March 31, 2025 78,661 $25,766,197 58.1%
DOX Dec. 31, 2025 246,539 $20,228,525 -24.4%
PHO June 30, 2026 32,780 $2,191,671
OCUL Dec. 31, 2025 13,000 $151,970 -5.7%