Filed: 1/3/2025ACC: 0000883511-25-000001
📋 What this filing means
DUDLEY & SHANLEY, INC. filed this quarterly 13F‑HR report disclosing 37 equity positions with a total reported market value of $647.56M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
37
Positions
$647.56M
Total AUM (reported)
8.16M
Total Shares
Allocation by class
COM$647.56M100.0%
Portfolio Concentration
Top 3$135.73M21.0%
4–10$197.66M30.5%
11–25$275.06M42.5%
Rest$39.11M6.0%
Top 3 weight
21.0%
Top 10 weight
51.5%
Voting Authority Distribution
Total shares with voting rights: 8.16M
Sole
Full voting authority
8.16M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole37
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings37
Rows:
Wheaton Precious Mtls
SOLEShares1.17M
TypeSH
Market value$65.75M
10.15%
Sole
1.17M
Shared
0.00
None
0.00
Fiserv Inc.
SOLEShares176.62K
TypeSH
Market value$36.28M
5.60%
Sole
176.62K
Shared
0.00
None
0.00
Aon plc
SOLEShares93.83K
TypeSH
Market value$33.70M
5.20%
Sole
93.83K
Shared
0.00
None
0.00
Visa Inc.
SOLEShares97.64K
TypeSH
Market value$30.86M
4.77%
Sole
97.64K
Shared
0.00
None
0.00
Amphenol Corp.
SOLEShares438.95K
TypeSH
Market value$30.49M
4.71%
Sole
438.95K
Shared
0.00
None
0.00
Service Corp. Int'l
SOLEShares373.05K
TypeSH
Market value$29.78M
4.60%
Sole
373.05K
Shared
0.00
None
0.00
Ryan Specialty Hldngs
SOLEShares461.38K
TypeSH
Market value$29.60M
4.57%
Sole
461.38K
Shared
0.00
None
0.00
Analog Devices
SOLEShares122.66K
TypeSH
Market value$26.06M
4.02%
Sole
122.66K
Shared
0.00
None
0.00
West Pharm Svcs Inc
SOLEShares78.66K
TypeSH
Market value$25.77M
3.98%
Sole
78.66K
Shared
0.00
None
0.00
Ametek Inc.
SOLEShares139.32K
TypeSH
Market value$25.11M
3.88%
Sole
139.32K
Shared
0.00
None
0.00
Danaher Corp.
SOLEShares109.26K
TypeSH
Market value$25.08M
3.87%
Sole
109.26K
Shared
0.00
None
0.00
Ecolab Inc.
SOLEShares104.85K
TypeSH
Market value$24.57M
3.79%
Sole
104.85K
Shared
0.00
None
0.00
Avantor Inc.
SOLEShares1.09M
TypeSH
Market value$22.88M
3.53%
Sole
1.09M
Shared
0.00
None
0.00
Rollins, Inc.
SOLEShares455.75K
TypeSH
Market value$21.12M
3.26%
Sole
455.75K
Shared
0.00
None
0.00
Progressive Corp.
SOLEShares84.46K
TypeSH
Market value$20.24M
3.13%
Sole
84.46K
Shared
0.00
None
0.00
Amer. Water Works
SOLEShares160.89K
TypeSH
Market value$20.03M
3.09%
Sole
160.89K
Shared
0.00
None
0.00
Amdocs Ltd.
SOLEShares225.38K
TypeSH
Market value$19.19M
2.96%
Sole
225.38K
Shared
0.00
None
0.00
Ferguson Enterprises
SOLEShares109.38K
TypeSH
Market value$18.98M
2.93%
Sole
109.38K
Shared
0.00
None
0.00
Donaldson Co., Inc.
SOLEShares268.75K
TypeSH
Market value$18.10M
2.80%
Sole
268.75K
Shared
0.00
None
0.00
Charles Schwab
SOLEShares240.38K
TypeSH
Market value$17.79M
2.75%
Sole
240.38K
Shared
0.00
None
0.00
Allison Transmission
SOLEShares164.10K
TypeSH
Market value$17.73M
2.74%
Sole
164.10K
Shared
0.00
None
0.00
Franklin Elec. Co., Inc.
SOLEShares181.36K
TypeSH
Market value$17.67M
2.73%
Sole
181.36K
Shared
0.00
None
0.00
Watsco, Inc.
SOLEShares25.40K
TypeSH
Market value$12.04M
1.86%
Sole
25.40K
Shared
0.00
None
0.00
Kadant Inc.
SOLEShares32.50K
TypeSH
Market value$11.21M
1.73%
Sole
32.50K
Shared
0.00
None
0.00
Kornit Digital
SOLEShares272.02K
TypeSH
Market value$8.42M
1.30%
Sole
272.02K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Wheaton Precious MtlsSOLE | COM | 1.17M | SH | $65.75M 10.15% | 1.17M | 0.00 | 0.00 |
Fiserv Inc.SOLE | COM | 176.62K | SH | $36.28M 5.60% | 176.62K | 0.00 | 0.00 |
Aon plcSOLE | COM | 93.83K | SH | $33.70M 5.20% | 93.83K | 0.00 | 0.00 |
Visa Inc.SOLE | COM | 97.64K | SH | $30.86M 4.77% | 97.64K | 0.00 | 0.00 |
Amphenol Corp.SOLE | COM | 438.95K | SH | $30.49M 4.71% | 438.95K | 0.00 | 0.00 |
Service Corp. Int'lSOLE | COM | 373.05K | SH | $29.78M 4.60% | 373.05K | 0.00 | 0.00 |
Ryan Specialty HldngsSOLE | COM | 461.38K | SH | $29.60M 4.57% | 461.38K | 0.00 | 0.00 |
Analog DevicesSOLE | COM | 122.66K | SH | $26.06M 4.02% | 122.66K | 0.00 | 0.00 |
West Pharm Svcs IncSOLE | COM | 78.66K | SH | $25.77M 3.98% | 78.66K | 0.00 | 0.00 |
Ametek Inc.SOLE | COM | 139.32K | SH | $25.11M 3.88% | 139.32K | 0.00 | 0.00 |
Danaher Corp.SOLE | COM | 109.26K | SH | $25.08M 3.87% | 109.26K | 0.00 | 0.00 |
Ecolab Inc.SOLE | COM | 104.85K | SH | $24.57M 3.79% | 104.85K | 0.00 | 0.00 |
Avantor Inc.SOLE | COM | 1.09M | SH | $22.88M 3.53% | 1.09M | 0.00 | 0.00 |
Rollins, Inc.SOLE | COM | 455.75K | SH | $21.12M 3.26% | 455.75K | 0.00 | 0.00 |
Progressive Corp.SOLE | COM | 84.46K | SH | $20.24M 3.13% | 84.46K | 0.00 | 0.00 |
Amer. Water WorksSOLE | COM | 160.89K | SH | $20.03M 3.09% | 160.89K | 0.00 | 0.00 |
Amdocs Ltd.SOLE | COM | 225.38K | SH | $19.19M 2.96% | 225.38K | 0.00 | 0.00 |
Ferguson EnterprisesSOLE | COM | 109.38K | SH | $18.98M 2.93% | 109.38K | 0.00 | 0.00 |
Donaldson Co., Inc.SOLE | COM | 268.75K | SH | $18.10M 2.80% | 268.75K | 0.00 | 0.00 |
Charles SchwabSOLE | COM | 240.38K | SH | $17.79M 2.75% | 240.38K | 0.00 | 0.00 |
Allison TransmissionSOLE | COM | 164.10K | SH | $17.73M 2.74% | 164.10K | 0.00 | 0.00 |
Franklin Elec. Co., Inc.SOLE | COM | 181.36K | SH | $17.67M 2.73% | 181.36K | 0.00 | 0.00 |
Watsco, Inc.SOLE | COM | 25.40K | SH | $12.04M 1.86% | 25.40K | 0.00 | 0.00 |
Kadant Inc.SOLE | COM | 32.50K | SH | $11.21M 1.73% | 32.50K | 0.00 | 0.00 |
Kornit DigitalSOLE | COM | 272.02K | SH | $8.42M 1.30% | 272.02K | 0.00 | 0.00 |
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