Holders — by stockHoldings — by fund
DUDLEY & SHANLEY, INC.
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0000883511
$662.3M
disclosed book value
37
positions
7.7%
largest position share
Positions, as of 2026-06-30
top 37 of 37 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | WPMWheaton Precious Mtls | 454,640 | $51.1M | 7.7% |
| 2 | APHAmphenol Corp. | 234,451 | $41.3M | 6.2% |
| 3 | AMEAmetek Inc. | 139,731 | $33.8M | 5.1% |
| 4 | VVisa Inc. | 96,971 | $33.3M | 5% |
| 5 | WSOWatsco, Inc. | 78,012 | $32.5M | 4.9% |
| 6 | Aon plc | 88,807 | $29.5M | 4.4% |
| 7 | ECLEcolab Inc. | 104,693 | $29.2M | 4.4% |
| 8 | SCIService Corp. Int'l | 367,783 | $27.9M | 4.2% |
| 9 | ADIAnalog Devices | 67,200 | $26.7M | 4% |
| 10 | FERGFerguson Enterprises | 104,225 | $24.7M | 3.7% |
| 11 | DCIDonaldson Co., Inc. | 272,330 | $24.4M | 3.7% |
| 12 | KAIKadant Inc. | 75,735 | $23.8M | 3.6% |
| 13 | FASTFastenal Co. | 472,440 | $22.7M | 3.4% |
| 14 | AWKAmer. Water Works | 169,344 | $22.3M | 3.4% |
| 15 | SCHWCharles Schwab | 240,933 | $22.2M | 3.4% |
| 16 | FSSFederal Signal Corp | 169,285 | $21.8M | 3.3% |
| 17 | XYLXylem Inc. | 181,050 | $21.4M | 3.2% |
| 18 | ROLRollins, Inc. | 495,655 | $20.7M | 3.1% |
| 19 | Kornit Digital | 1.3M | $20.4M | 3.1% |
| 20 | ALSNAllison Transmission | 165,037 | $18.6M | 2.8% |
| 21 | RYANRyan Specialty Hldngs | 465,146 | $17.6M | 2.7% |
| 22 | PGRProgressive Corp. | 66,280 | $14.5M | 2.2% |
| 23 | DHRDanaher Corp. | 74,024 | $14.1M | 2.1% |
| 24 | NXENexGen Energy Ltd. | 1.2M | $11.5M | 1.7% |
| 25 | BMIBadger Meter Inc | 63,000 | $9.3M | 1.4% |
| 26 | AAgilent Tech, Inc. | 69,500 | $9.2M | 1.4% |
| 27 | WATWaters Corporation | 23,590 | $8.8M | 1.3% |
| 28 | HEIHEICO Corp. | 19,500 | $6.9M | 1% |
| 29 | FISVFiserv Inc. | 110,558 | $5.4M | 0.8% |
| 30 | GNRCGenerac Holdings | 16,150 | $4.7M | 0.7% |
| 31 | PFEPfizer, Inc. | 165,000 | $4.0M | 0.6% |
| 32 | MSFTMicrosoft Corp. | 10,569 | $3.9M | 0.6% |
| 33 | ORAOrmat Technologies | 26,100 | $2.8M | 0.4% |
| 34 | ROPRoper Technologies | 2,000 | $676,780 | 0.1% |
| 35 | VNOMViper Energy Inc | 7,700 | $326,480 | 0% |
| 36 | SASKFATHA Energy Corp. | 74,500 | $51,991 | 0% |
| 37 | STLNFStallion Uranium Corp | 180,000 | $25,377 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.