DS

DUDLEY & SHANLEY, INC.

13F
DUDLEY & SHANLEY, INC.
Last update 2024-07-09 36 Stocks (1 new)
Value $582.00 Mil Turnover 2 %
Countries:
Top Holdings: WPM(12.87%)FI(5.23%)APH(5.06%)AON(4.97%)ADI(4.81%)
Portfolio Report
Summary Stock Picks Current Portfolio
DUDLEY & SHANLEY, INC. Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
WPM 		Wheaton Precious Metals Corp
1,428,163
74864.300
-1.94%
12.870
-0.23%
0.320
+17.15%
+34.02%
29618.886
Metals & Mining
FI 		Fiserv Inc
204,141
30425.180
-2.29%
5.230
-0.13%
0.030
+31.18%
+52.83%
115501.882
Software
APH 		Amphenol Corp
436,670
29418.460
-1.85%
5.060
-0.08%
0.040
+19.70%
+41.52%
84043.276
Hardware
AON 		Aon PLC
98,440
28900.020
-2.08%
4.970
-0.12%
0.050
+13.65%
+27.76%
79737.377
Insurance
ADI 		Analog Devices Inc
122,656
27997.460
+27.29%
4.810
+1.03%
0.020
+8.92%
+10.98%
108036.976
Semiconductors
DHR 		Danaher Corp
109,257
27297.860
-2.20%
4.690
-0.10%
0.010
-7.06%
+8.44%
180619.345
Medical Diagnostics & Research
SCI 		Service Corp International
381,320
27123.290
-2.30%
4.660
-0.11%
0.260
+17.48%
+23.77%
12108.336
Personal Services
RYAN 		Ryan Specialty Holdings Inc
462,671
26793.280
-2.31%
4.600
-0.10%
0.390
+6.18%
+62.15%
8661.876
Insurance
V 		Visa Inc
97,686
25639.640
-1.55%
4.410
-0.07%
0.000
+14.60%
+13.30%
569477.114
Credit Services
ECL 		Ecolab Inc
105,278
25056.160
-2.36%
4.310
-0.10%
0.040
+6.99%
+25.34%
69898.495
Chemicals

DUDLEY & SHANLEY, INC.'s Historical Top Holdings Breakdowns

DUDLEY & SHANLEY, INC.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
ADI 		Analog Devices Inc2024-06-30Add
+1.03%
●
183.36 ($213.37) 240.16
$217.60
1.98%
Add 27.29%
122,656
26,296
PGR 		Progressive Corp2024-06-30Reduce
-0.86%
●
202.26 ($209.31) 215.9
$248.07
18.52%
Reduce -18.89%
105,695
-24,620
SCHW 		Charles Schwab Corp2024-06-30Add
+0.59%
●
70.03 ($73.87) 78.9
$71.31
-3.47%
Add 24.8%
235,483
46,788
WST 		West Pharmaceutical Services Inc2024-06-30Add
+0.46%
●
314.68 ($353.4) 395.94
$323.47
-8.47%
Add 13.19%
70,046
8,160
DOX 		Amdocs Ltd2024-06-30Reduce
-0.30%
●
74.9 ($82.19) 90.23
$89.31
8.66%
Reduce -7.54%
243,226
-19,824
WPM 		Wheaton Precious Metals Corp2024-06-30Reduce
-0.23%
●
47.79 ($53.47) 57.82
$65.57
22.63%
Reduce -1.94%
1,428,163
-28,302
FELE 		Franklin Electric Co Inc2024-06-30Reduce
-0.16%
●
95.73 ($99.66) 105.5
$100.80
1.14%
Reduce -4.66%
181,361
-8,869
FI 		Fiserv Inc2024-06-30Reduce
-0.13%
●
146.4 ($151.37) 158.57
$203.02
34.12%
Reduce -2.29%
204,141
-4,780
KRNT 		Kornit Digital Ltd2024-06-30Add
+0.13%
●
13.92 ($15.43) 17.93
$24.23
57.03%
Add 35.01%
207,100
53,700
AWK 		American Water Works Co Inc2024-06-30Reduce
-0.12%
●
113.82 ($126.46) 135.5
$137.11
8.42%
Reduce -3.36%
160,894
-5,596

DUDLEY & SHANLEY, INC. Total Holding History ($B)

To

DUDLEY & SHANLEY, INC.'s Asset Allocation

To

DUDLEY & SHANLEY, INC. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

DUDLEY & SHANLEY, INC.'s Hypothetical Growth since 2024-06-30

DUDLEY & SHANLEY, INC.'s Yearly Returns

Year Portfolio % % Excess Gain %

DUDLEY & SHANLEY, INC.'s Holdings Heat Map

Size field:

DUDLEY & SHANLEY, INC.'s Holdings Bubble Chart

DUDLEY & SHANLEY, INC. News

  • 1

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