DUDLEY & SHANLEY, INC. 13F Holdings
CIK 0000883511 · PALM BEACH, FL
As of Sep 30, 2025, DUDLEY & SHANLEY, INC. reported 32 positions worth $621.5M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| WHEATON PRECIOUS METALS CORP | WPM | Basic Materials | 695,665 | $77.8M | 12.52% |
| AMPHENOL CORP-CL A | APH | Technology | 316,596 | $39.2M | 6.30% |
| VISA INC-CLASS A SHARES | V | Financial Services | 97,181 | $33.2M | 5.34% |
| AON Plc | — | — | 88,732 | $31.6M | 5.09% |
| SERVICE CORP INTERNATIONAL | SCI | Consumer Cyclical | 369,433 | $30.7M | 4.95% |
| ANALOG DEVICES INC | ADI | Technology | 124,996 | $30.7M | 4.94% |
| ECOLAB INC | ECL | Basic Materials | 104,983 | $28.8M | 4.63% |
| ROLLINS INC | ROL | Equity | 455,650 | $26.8M | 4.31% |
| AMETEK INC | AME | Industrials | 139,786 | $26.3M | 4.23% |
| RYAN SPECIALTY HOLDINGS INC | RYAN | Financial Services | 461,921 | $26.0M | 4.19% |
| AMERICAN WATER WORKS COMPANY INC | AWK | Utilities | 169,159 | $23.5M | 3.79% |
| SCHWAB CHARLES CORP | SCHW | Equity | 240,863 | $23.0M | 3.70% |
| DANAHER CORP | DHR | Healthcare | 114,941 | $22.8M | 3.67% |
| FISERV INC | FISV | Technology | 174,921 | $22.6M | 3.63% |
| DONALDSON CO INC | DCI | Industrials | 270,585 | $22.1M | 3.56% |
| AMDOCS LTD | DOX | Technology | 246,539 | $20.2M | 3.25% |
| KORNIT DIGITAL LTD | KRNT | Industrials | 1,258,895 |