DUDLEY & SHANLEY, INC.
CIK: 883511SEC EDGAR →
Portfolio Value
$176.5B
Holdings
36
As of
Q3 2026
New Positions
36
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Service Corp. Int'l | 342,425 | $26.1B | 14.77% |
| 2 | Amphenol Corp. | 307,828 | $25.9B | 14.70% |
| 3 | Donaldson Co., Inc. | 260,170 | $22.6B | 12.83% |
| 4 | Fastenal Co. | 454,940 | $22.5B | 12.76% |
| 5 | Charles Schwab | 211,965 | $20.7B | 11.74% |
| 6 | Kornit Digital | 1,168,545 | $19.4B | 11.00% |
| 7 | Ryan Specialty Hldngs | 465,889 | $17.2B | 9.76% |
| 8 | NexGen Energy Ltd. | 1,225,500 | $11.2B | 6.34% |
| 9 | Pfizer, Inc. | 165,000 | $4.7B | 2.67% |
| 10 | Fiserv Inc. | 62,449 | $2.8B | 1.60% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Industrials | 12 | $64.7B | 36.7% |
| Financial Services | 5 | $38.0B | 21.5% |
| Technology | 6 | $28.8B | 16.3% |
| Consumer Cyclical | 2 | $26.1B | 14.8% |
| Energy | 2 | $11.5B | 6.5% |
| Healthcare | 3 | $4.7B | 2.7% |
| Unknown | 4 | $2.5B | 1.4% |
| Basic Materials | 2 | $83.5M | 0.0% |