Dudley & Shanley, Inc. 13F Holdings · Q3 2026
Dudley & Shanley, Inc. reported 36 securities worth $629.16M in its SEC 13F filing for Q3 2026 (period ended 2026-09-30). Top holdings: WPM (8.96%), AME (5.01%), V (4.82%). Among its top 25 positions this quarter: 1 new, 6 added, 17 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | WPM | Wheaton Precious Mtls | $56.4M | 8.96% | 421,408 | Trimmed |
| 2 | AME | Ametek Inc. | $31.5M | 5.01% | 127,243 | Trimmed |
| 3 | V | Visa Inc. | $30.3M | 4.82% | 84,419 | Trimmed |
| 4 | ECL | Ecolab Inc. | $27.2M | 4.32% | 99,043 | Trimmed |
| 5 | SCI | Service Corp. Int'l | $26.1M | 4.14% | 342,425 | Trimmed |
| 6 | APH | Amphenol Corp. | $25.9M | 4.12% | 307,828 | Added |
| 7 | ADI | Analog Devices | $25.6M | 4.08% | 64,639 | Trimmed |
| 8 | AON | Aon plc | $23.6M | 3.75% | 85,202 | Trimmed |
| 9 | DCI | Donaldson Co., Inc. | $22.6M | 3.60% | 260,170 | Trimmed |
| 10 | FAST | Fastenal Co. | $22.5M | 3.58% | 454,940 | Trimmed |
| 11 | FERG | Ferguson Enterprises | $22.3M | 3.54% | 100,032 | Trimmed |
| 12 | PGR | Progressive Corp. | $21.6M | 3.43% | 104,152 | Added |
| 13 | AWK | Amer. Water Works | $20.8M | 3.30% | 160,550 | Trimmed |
| 14 | SCHW | Charles Schwab | $20.7M | 3.29% | 211,965 | Trimmed |
| 15 | TYL | Tyler Technologies | $20.5M | 3.26% | 64,400 | New |
| 16 | ROP | Roper Technologies | $20.0M | 3.18% | 57,325 | Added |
| 17 | ALSN | Allison Transmission | $19.9M | 3.16% | 175,274 | Added |
| 18 | KRNT | Kornit Digital | $19.4M | 3.09% | 1.2M | Trimmed |
| 19 | FSS | Federal Signal Corp | $19.3M | 3.06% | 174,050 | Added |
| 20 | KAI | Kadant Inc. | $19.0M | 3.03% | 72,782 | Trimmed |
| 21 | RYAN | Ryan Specialty Hldngs | $17.2M | 2.74% | 465,889 | Added |
| 22 | XYL | Xylem Inc. | $17.2M | 2.74% | 170,310 | Trimmed |
| 23 | DHR | Danaher Corp. | $15.8M | 2.51% | 71,195 | Trimmed |
| 24 | WSO | Watsco, Inc. | $15.6M | 2.48% | 51,565 | Trimmed |
| 25 | NXE | NexGen Energy Ltd. | $11.2M | 1.78% | 1.2M | Hold |
Source: SEC Form 13F filings · as of 2026-09-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR