EdgeMarket › What Dudley & Shanley, Inc. reported owning
What Dudley & Shanley, Inc. reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
611.2MPositions
37Quarter
2026-03-31Shown below
37largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| WPM Wheaton Precious Metals Corp. | 60.2M | 9.8% | 459.4K | 157.78 | +69.2% |
| APH AMPHENOL CORP /DE/ | 31.1M | 5.1% | 245.8K | 157.01 | +44.5% |
| SCI SERVICE CORP INTERNATIONAL | 30.3M | 5.0% | 367.6K | 83.29 | +2.9% |
| ADI ANALOG DEVICES INC | 30.3M | 5.0% | 95.1K | 373.09 | +52.4% |
| AME AMETEK INC/ | 30.0M | 4.9% | 139.7K | 239.55 | +30.7% |
| V VISA INC. | 29.4M | 4.8% | 97.2K | 371.04 | +7.9% |
| AON Aon plc | 28.7M | 4.7% | 88.8K | 355.11 | -5.1% |
| ECL ECOLAB INC. | 27.9M | 4.6% | 105.0K | 281.63 | -1.3% |
| ROL ROLLINS INC | 24.3M | 4.0% | 455.7K | 36.91 | -36.8% |
| FERG Ferguson Enterprises Inc. /DE/ | 24.3M | 4.0% | 104.2K | 242.24 | +5.1% |
| AWK American Water Works Company, Inc. | 23.0M | 3.8% | 169.0K | 135.39 | -7.0% |
| DCI DONALDSON Co INC | 22.9M | 3.8% | 270.4K | 93.25 | +25.5% |
| SCHW SCHWAB CHARLES CORP | 22.6M | 3.7% | 240.9K | 112.30 | +17.6% |
| KAI KADANT INC | 22.1M | 3.6% | 75.7K | 313.41 | -5.2% |
| DHR DANAHER CORP /DE/ | 21.8M | 3.6% | 114.9K | 218.85 | +3.5% |
| WSO WATSCO INC | 20.3M | 3.3% | 55.7K | 311.94 | -25.5% |
| ALSN Allison Transmission Holdings Inc | 19.3M | 3.2% | 164.6K | 133.23 | +52.6% |
| BMI BADGER METER INC | 18.6M | 3.0% | 122.2K | 131.81 | -29.7% |
| KRNT Kornit Digital Ltd. | 18.4M | 3.0% | 1.3M | 16.77 | +9.9% |
| RYAN RYAN SPECIALTY HOLDINGS, INC. | 16.2M | 2.6% | 480.0K | 43.28 | -27.6% |
| NXE NexGen Energy Ltd. | 14.2M | 2.3% | 1.2M | 10.86 | +68.1% |
| PGR PROGRESSIVE CORP/OH/ | 13.1M | 2.1% | 66.3K | 219.28 | -13.2% |
| XYL Xylem Inc. | 9.7M | 1.6% | 80.8K | 113.42 | -20.1% |
| FAST FASTENAL CO | 8.4M | 1.4% | 181.2K | 51.26 | +3.5% |
| FISV FISERV INC | 8.0M | 1.3% | 143.9K | 52.58 | -62.4% |
| FSS FEDERAL SIGNAL CORP /DE/ | 6.8M | 1.1% | 62.7K | 122.51 | -2.8% |
| A AGILENT TECHNOLOGIES, INC. | 6.3M | 1.0% | 55.2K | 159.00 | +33.5% |
| HEI HEICO CORP | 5.3M | 0.9% | 19.5K | 355.04 | +15.6% |
| MSFT MICROSOFT CORP | 3.9M | 0.6% | 10.6K | 483.24 | -4.4% |
| GNRC GENERAC HOLDINGS INC. | 3.8M | 0.6% | 19.6K | 205.98 | +8.6% |
| WAT WATERS CORP /DE/ | 3.5M | 0.6% | 11.7K | 410.70 | +38.4% |
| ORA ORMAT TECHNOLOGIES, INC. | 3.1M | 0.5% | 28.0K | 108.38 | +17.4% |
| PHO Invesco Water Resources ETF | 2.2M | 0.4% | 32.8K | 72.19 | -0.9% |
| ROP ROPER TECHNOLOGIES INC | 707.7K | 0.1% | 2.0K | 411.79 | -23.8% |
| VNOM Viper Energy, Inc. | 361.8K | 0.1% | 7.7K | 45.27 | +21.6% |
| STLNF Stallion Uranium Corp. | 60.6K | 0.0% | 180.0K | — | — |
| unmapped CUSIP 046824108 | 43.8K | 0.0% | 74.5K | — | — |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
The whole archive is one click away.
Screener, filings, insider flow, backtests and the AI — open without an account.
Free plan for good. Pro is $69.99/mo, or $4.99 for a 7-day trial. See the plans →