DUDLEY & SHANLEY, INC. Q4 2025 Filing
Filed January 9, 2026
Portfolio Value
$622.2M
Holdings
33
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (33 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | WPMWheaton Precious Mtls | 668,605 | $78.6M | 12.63% | |
| 2 | APHAmphenol Corp. | 282,911 | $38.2M | 6.14% | |
| 3 | VVisa Inc. | 97,216 | $34.1M | 5.48% | |
| 4 | ADIAnalog Devices | 125,021 | $33.9M | 5.45% | |
| 5 | AONAon plc | 88,782 | $31.3M | 5.04% | |
| 6 | AMEAmetek Inc. | 139,796 | $28.7M | 4.61% | |
| 7 | SCIService Corp. Int'l | 367,633 | $28.7M | 4.61% | |
| 8 | ECLEcolab Inc. | 105,058 | $27.6M | 4.43% | |
| 9 | ROLRollins, Inc. | 455,730 | $27.4M | 4.40% | |
| 10 | DHRDanaher Corp. | 114,881 | $26.3M | 4.23% | |
| 11 | RYANRyan Specialty Hldngs | 477,671 | $24.7M | 3.96% | |
| 12 | SCHWCharles Schwab | 240,933 | $24.1M | 3.87% | |
| 13 | DCIDonaldson Co., Inc. | 270,405 | $24.0M | 3.85% | |
| 14 | FERGFerguson Enterprises | 104,175 | $23.2M | 3.73% | |
| 15 | AWCAmer. Water Works | 169,044 | $22.1M | 3.55% | |
| 16 | WSOWatsco, Inc. | 55,692 | $18.8M | 3.02% | |
| 17 | ALSNAllison Transmission | 164,597 | $16.1M | 2.59% | |
| 18 | KAIKadant Inc. | 55,120 | $15.7M | 2.52% | |
| 19 | PGRProgressive Corp. | 66,280 | $15.1M | 2.43% | |
| 20 | BMIBadger Meter Inc | 82,695 | $14.4M | 2.32% | |
| 21 | KRNTKornit Digital | 901,960 | $13.0M | 2.08% | |
| 22 | NXENexGen Energy Ltd. | 1,235,150 | $11.4M | 1.83% | |
| 23 | FISVFiserv Inc. | 143,923 | $9.7M | 1.55% | |
| 24 | ROPRoper Technologies | 17,455 | $7.8M | 1.25% | |
| 25 | AG8Agilent Tech, Inc. | 55,200 | $7.5M | 1.21% | |
| 26 | HEIHEICO Corp. | 19,500 | $6.3M | 1.01% | |
| 27 | MSFTMicrosoft Corp. | 10,569 | $5.1M | 0.82% | |
| 28 | HNMOrmat Technologies | 28,000 | $3.1M | 0.50% | |
| 29 | GNRCGenerac Holdings | 19,650 | $2.7M | 0.43% | |
| 30 | PHOInvesco Water ETF | 32,780 | $2.3M | 0.37% | |
| 31 | VNOMViper Energy Inc | 7,700 | $297K | 0.05% | |
| 32 | FASTFastenal Co. | 7,150 | $286K | 0.05% | |
| 33 | STUDStallion Uranium Corp | 85,000 | $20K | 0.00% |