DUDLEY & SHANLEY, INC. Q1 2025 Filing
Filed April 9, 2025
Portfolio Value
$635.1B
Holdings
36
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (36 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | WPMWheaton Precious Mtls | 1,011,010 | $78.5B | 12.36% | |
| 2 | AONAon plc | 88,637 | $35.4B | 5.57% | |
| 3 | FISVFiserv Inc. | 156,474 | $34.6B | 5.44% | |
| 4 | RYANRyan Specialty Hldngs | 461,381 | $34.1B | 5.37% | |
| 5 | VVisa Inc. | 97,246 | $34.1B | 5.37% | |
| 6 | SCIService Corp. Int'l | 368,393 | $29.5B | 4.65% | |
| 7 | APHAmphenol Corp. | 438,940 | $28.8B | 4.53% | |
| 8 | ECLEcolab Inc. | 104,863 | $26.6B | 4.19% | |
| 9 | ADIAnalog Devices | 122,756 | $24.8B | 3.90% | |
| 10 | ROLRollins, Inc. | 456,100 | $24.6B | 3.88% | |
| 11 | AMEAmetek Inc. | 139,426 | $24.0B | 3.78% | |
| 12 | PGRProgressive Corp. | 84,480 | $23.9B | 3.76% | |
| 13 | AWCAmer. Water Works | 161,014 | $23.8B | 3.74% | |
| 14 | DOXAmdocs Ltd. | 245,411 | $22.5B | 3.54% | |
| 15 | DHRDanaher Corp. | 109,342 | $22.4B | 3.53% | |
| 16 | AVTRAvantor Inc. | 1,191,617 | $19.3B | 3.04% | |
| 17 | SCHWCharles Schwab | 240,563 | $18.8B | 2.97% | |
| 18 | FELEFranklin Elec. Co., Inc. | 175,311 | $16.5B | 2.59% | |
| 19 | DCIDonaldson Co., Inc. | 244,965 | $16.4B | 2.59% | |
| 20 | FERGFerguson Enterprises | 101,125 | $16.2B | 2.55% | |
| 21 | ALSNAllison Transmission | 164,247 | $15.7B | 2.47% | |
| 22 | WSOWatsco, Inc. | 25,428 | $12.9B | 2.04% | |
| 23 | KAIKadant Inc. | 32,530 | $11.0B | 1.73% | |
| 24 | KRNTKornit Digital | 321,150 | $6.1B | 0.96% | |
| 25 | AG8Agilent Tech, Inc. | 49,200 | $5.8B | 0.91% | |
| 26 | NXENexGen Energy Ltd. | 1,236,500 | $5.6B | 0.87% | |
| 27 | GRIDFirst Trust Cln Edge | 46,900 | $5.3B | 0.84% | |
| 28 | HEIHEICO Corp. | 19,550 | $5.2B | 0.82% | |
| 29 | MSFTMicrosoft Corp. | 10,854 | $4.1B | 0.64% | |
| 30 | GNRCGenerac Holdings | 19,650 | $2.5B | 0.39% | |
| 31 | HNMOrmat Technologies | 30,000 | $2.1B | 0.33% | |
| 32 | PHOInvesco Water ETF | 32,780 | $2.1B | 0.33% | |
| 33 | ROPRoper Technologies | 2,550 | $1.5B | 0.24% | |
| 34 | ENPHEnphase Energy, Inc. | 6,800 | $421.9M | 0.07% | |
| 35 | OCULOcular Therapeutix | 16,200 | $118.7M | 0.02% | |
| 36 | SASKATHA Energy Corp. | 19,000 | $6.1M | 0.00% |