DUDLEY & SHANLEY, INC.
CIK: 0000883511Latest portfolio: $622.2M · Q4 2025
Holdings
33
Total Value
$622.2M
New Positions
3
Closed Positions
2
Top Holdings
View All 33 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | WPMWheaton Precious Mtls | 668,605 | $78.6M | 12.63% | -27,060 | |
| 2 | APHAmphenol Corp. | 282,911 | $38.2M | 6.14% | -33,685 | |
| 3 | VVisa Inc. | 97,216 | $34.1M | 5.48% | +35 | |
| 4 | ADIAnalog Devices | 125,021 | $33.9M | 5.45% | +25 | |
| 5 | AONAon plc | 88,782 | $31.3M | 5.04% | +50 | |
| 6 | AMEAmetek Inc. | 139,796 | $28.7M | 4.61% | +10 | |
| 7 | SCIService Corp. Int'l | 367,633 | $28.7M | 4.61% | -1,800 | |
| 8 | ECLEcolab Inc. | 105,058 | $27.6M | 4.43% | +75 | |
| 9 | ROLRollins, Inc. | 455,730 | $27.4M | 4.40% | +80 | |
| 10 | DHRDanaher Corp. | 114,881 | $26.3M | 4.23% | -60 | |
| 11 | RYANRyan Specialty Hldngs | 477,671 | $24.7M | 3.96% | +16K | |
| 12 | SCHWCharles Schwab | 240,933 | $24.1M | 3.87% | +70 | |
| 13 | DCIDonaldson Co., Inc. | 270,405 | $24.0M | 3.85% | -180 | |
| 14 | FERGFerguson Enterprises | 104,175 | $23.2M | 3.73% | +29K | |
| 15 | AWCAmer. Water Works | 169,044 | $22.1M | 3.55% | -115 | |
| 16 | WSOWatsco, Inc. | 55,692 | $18.8M | 3.02% | +16K | |
| 17 | ALSNAllison Transmission | 164,597 | $16.1M | 2.59% | +50 | |
| 18 | KAIKadant Inc. | 55,120 | $15.7M | 2.52% | -55 | |
| 19 | PGRProgressive Corp. | 66,280 | $15.1M | 2.43% | +2K | |
| 20 | BMIBadger Meter Inc | 82,695 | $14.4M | 2.32% | NEW | |
| 21 | KRNTKornit Digital | 901,960 | $13.0M | 2.08% | -356,935 | |
| 22 | NXENexGen Energy Ltd. | 1,235,150 | $11.4M | 1.83% | — | |
| 23 | FISVFiserv Inc. | 143,923 | $9.7M | 1.55% | -30,998 | |
| 24 | ROPRoper Technologies | 17,455 | $7.8M | 1.25% | +15K | |
| 25 | AG8Agilent Tech, Inc. | 55,200 | $7.5M | 1.21% | — |
Quarterly Changes
Sector Breakdown
Industrials0.0% ($2.870123974231922e+35T)
Financial Services0.0% ($34094313292466225152.0T)
Technology0.0% ($38232339051442.3T)
Consumer Cyclical0.0% ($286642.7T)
Unknown0.0% ($220607.5T)
Basic Materials0.0% ($7.9T)
Energy0.0% ($11.4B)
Healthcare0.0% ($26.3M)
Filing History
Fund Information
DUDLEY & SHANLEY, INC. is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $622.2M across 33 holdings. The largest position is Wheaton Precious Mtls (WPM), representing 12.6% of the portfolio. Compared to the previous quarter, the fund opened 3 new positions and closed 2 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.