DUDLEY & SHANLEY, INC.
13F Reported Value
ⓘ$662.3M
Holdings
37
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
DUDLEY & SHANLEY, INC. disclosed 37 positions worth $662.3M in its Form 13F-HR for Q2 2026, led by $WPM (Wheaton Precious Metals Corp.) at 7.7% of the equity portfolio, followed by $APH and $AME. During the quarter the fund opened 1 new position and exited 1 — including a new stake in $PFE and a full exit from $IVZ. The portfolio is most concentrated in Industrials (24.7% of disclosed assets). All figures are sourced directly from DUDLEY & SHANLEY, INC.’s Form 13F-HR filing with the SEC under CIK 883511.
AI Fund Analysis
DiversifyingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- —
Quality
$51.1M454,640 sh - 80.5#40
Quality
$41.3M234,451 sh - 74.2#164
Quality
$33.8M139,731 sh - 83.5
Quality
$33.3M96,971 sh - 58.9
Quality
$32.5M78,012 sh - —
Quality
$29.5M88,807 sh - 64.3
Quality
$29.2M104,693 sh - 54.8
Quality
$27.9M367,783 sh - 76.2
Quality
$26.7M67,200 sh - 58.9
Quality
$24.7M104,225 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Wheaton Precious Metals Corp.$WPM | — | $51.1M | 454,640 |
 AMPHENOL CORP /DE/$APH | 80.5#40 | $41.3M | 234,451 |
 AMETEK INC/$AME | 74.2#164 | $33.8M | 139,731 |
 VISA INC.$V | 83.5 | $33.3M | 96,971 |
 WATSCO INC$WSO | 58.9 | $32.5M | 78,012 |
 Aon plc$AON | — | $29.5M | 88,807 |
 ECOLAB INC.$ECL | 64.3 | $29.2M | 104,693 |
 SERVICE CORP INTERNATIONAL$SCI | 54.8 | $27.9M | 367,783 |
 ANALOG DEVICES INC$ADI | 76.2 | $26.7M | 67,200 |
 Ferguson Enterprises Inc. /DE/$FERG | 58.9 | $24.7M | 104,225 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of DUDLEY & SHANLEY, INC.'s 37 positions.
Showing top 10 of 37 holdings.
Sector Allocation
Industrials
$163.5M
Technology
$152.7M
Financials
$117.0M
Consumer Discretionary
$107.9M
Materials
$91.7M
Utilities
$25.1M
Healthcare
$4.0M
Energy
$326,480
Full Holdings — DUDLEY & SHANLEY, INC. (Q2 2026)
All 37 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $WPM | Wheaton Precious Metals Corp. | $51.1M | 7.7% | -1% | — |
| 2 | $APH | AMPHENOL CORP /DE/ | $41.3M | 6.2% | -5% | 80.5 |
| 3 | $AME | AMETEK INC/ | $33.8M | 5.1% | -0% | 74.2 |
| 4 | $V | VISA INC. | $33.3M | 5.0% | -0% | 83.5 |
| 5 | $WSO | WATSCO INC | $32.5M | 4.9% | +40% | 58.9 |
| 6 | $AON | Aon plc | $29.5M | 4.5% | +0% | — |
| 7 | $ECL | ECOLAB INC. | $29.2M | 4.4% | -0% | 64.3 |
| 8 | $SCI | SERVICE CORP INTERNATIONAL | $27.9M | 4.2% | +0% | 54.8 |
| 9 | $ADI | ANALOG DEVICES INC | $26.7M | 4.0% | -29% | 76.2 |
| 10 | $FERG | Ferguson Enterprises Inc. /DE/ | $24.7M | 3.7% | +0% | 58.9 |
| 11 |  $DCI | DONALDSON Co INC | $24.4M | 3.7% | +1% | 64.7 |
| 12 |  $KAI | KADANT INC | $23.8M | 3.6% | +0% | 57.3 |
| 13 |  $FAST | FASTENAL CO | $22.7M | 3.4% | +161% | 73.5 |
| 14 |  $AWK | American Water Works Company, Inc. | $22.3M | 3.4% | +0% | 61.7 |
| 15 |  $SCHW | SCHWAB CHARLES CORP | $22.2M | 3.4% | +0% | 77.2 |
| 16 |  $FSS | FEDERAL SIGNAL CORP /DE/ | $21.8M | 3.3% | +170% | 71.8 |
| 17 |  $XYL | Xylem Inc. | $21.4M | 3.2% | +124% | 65.6 |
| 18 |  $ROL | ROLLINS INC | $20.7M | 3.1% | +9% | 73.2 |
| 19 |  $KRNT | Kornit Digital Ltd. | $20.4M | 3.1% | +0% | — |
| 20 |  $ALSN | Allison Transmission Holdings Inc | $18.6M | 2.8% | +0% | 68.5 |
| 21 |  $RYAN | RYAN SPECIALTY HOLDINGS, INC. | $17.6M | 2.6% | -3% | 56.2 |
| 22 |  $PGR | PROGRESSIVE CORP/OH/ | $14.5M | 2.2% | +0% | 83.6 |
| 23 |  $DHR | DANAHER CORP /DE/ | $14.1M | 2.1% | -36% | 63.9 |
| 24 |  $NXE | NexGen Energy Ltd. | $11.5M | 1.7% | +0% | — |
| 25 |  $BMI | BADGER METER INC | $9.3M | 1.4% | -48% | 71.6 |
| 26 |  $A | AGILENT TECHNOLOGIES, INC. | $9.2M | 1.4% | +26% | 64.6 |
| 27 |  $WAT | WATERS CORP /DE/ | $8.8M | 1.3% | +101% | 69.9 |
| 28 |  $HEI | HEICO CORP | $6.9M | 1.1% | +0% | 79.2 |
| 29 |  $FISV | FISERV INC | $5.4M | 0.8% | -23% | 67.4 |
| 30 |  $GNRC | GENERAC HOLDINGS INC. | $4.7M | 0.7% | -18% | 58.2 |
| 31 |  $PFE | PFIZER INC | $4.0M | 0.6% | NEW | 69 |
| 32 |  $MSFT | MICROSOFT CORP | $3.9M | 0.6% | +0% | 83.7 |
| 33 |  $ORA | ORMAT TECHNOLOGIES, INC. | $2.8M | 0.4% | -7% | 53.5 |
| 34 |  $ROP | ROPER TECHNOLOGIES INC | $676,780 | 0.1% | +0% | 72.2 |
| 35 |  $VNOM | Viper Energy, Inc. | $326,480 | 0.1% | +0% | — |
| 36 | — | ATHA Energy Corp. - COM | $51,991 | 0.0% | +0% | — |
| 37 | — | Stallion Uranium Corp - COM | $25,377 | 0.0% | +0% | — |
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