Filed: 4/9/2025ACC: 0000883511-25-000005
📋 What this filing means
DUDLEY & SHANLEY, INC. filed this quarterly 13F‑HR report disclosing 36 equity positions with a total reported market value of $635.08M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
36
Positions
$635.08M
Total AUM (reported)
8.03M
Total Shares
Allocation by class
COM$635.08M100.0%
Portfolio Concentration
Top 3$148.41M23.4%
4–10$202.48M31.9%
11–25$255.25M40.2%
Rest$28.93M4.6%
Top 3 weight
23.4%
Top 10 weight
55.3%
Voting Authority Distribution
Total shares with voting rights: 8.03M
Sole
Full voting authority
8.03M
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)
Sole36
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings36
Rows:
Wheaton Precious Mtls
SOLEShares1.01M
TypeSH
Market value$78.48M
12.36%
Sole
1.01M
Shared
0.00
None
0.00
Aon plc
SOLEShares88.64K
TypeSH
Market value$35.37M
5.57%
Sole
88.64K
Shared
0.00
None
0.00
Fiserv Inc.
SOLEShares156.47K
TypeSH
Market value$34.55M
5.44%
Sole
156.47K
Shared
0.00
None
0.00
Ryan Specialty Hldngs
SOLEShares461.38K
TypeSH
Market value$34.08M
5.37%
Sole
461.38K
Shared
0.00
None
0.00
Visa Inc.
SOLEShares97.25K
TypeSH
Market value$34.08M
5.37%
Sole
97.25K
Shared
0.00
None
0.00
Service Corp. Int'l
SOLEShares368.39K
TypeSH
Market value$29.55M
4.65%
Sole
368.39K
Shared
0.00
None
0.00
Amphenol Corp.
SOLEShares438.94K
TypeSH
Market value$28.79M
4.53%
Sole
438.94K
Shared
0.00
None
0.00
Ecolab Inc.
SOLEShares104.86K
TypeSH
Market value$26.58M
4.19%
Sole
104.86K
Shared
0.00
None
0.00
Analog Devices
SOLEShares122.76K
TypeSH
Market value$24.76M
3.90%
Sole
122.76K
Shared
0.00
None
0.00
Rollins, Inc.
SOLEShares456.10K
TypeSH
Market value$24.64M
3.88%
Sole
456.10K
Shared
0.00
None
0.00
Ametek Inc.
SOLEShares139.43K
TypeSH
Market value$24.00M
3.78%
Sole
139.43K
Shared
0.00
None
0.00
Progressive Corp.
SOLEShares84.48K
TypeSH
Market value$23.91M
3.76%
Sole
84.48K
Shared
0.00
None
0.00
Amer. Water Works
SOLEShares161.01K
TypeSH
Market value$23.75M
3.74%
Sole
161.01K
Shared
0.00
None
0.00
Amdocs Ltd.
SOLEShares245.41K
TypeSH
Market value$22.46M
3.54%
Sole
245.41K
Shared
0.00
None
0.00
Danaher Corp.
SOLEShares109.34K
TypeSH
Market value$22.42M
3.53%
Sole
109.34K
Shared
0.00
None
0.00
Avantor Inc.
SOLEShares1.19M
TypeSH
Market value$19.32M
3.04%
Sole
1.19M
Shared
0.00
None
0.00
Charles Schwab
SOLEShares240.56K
TypeSH
Market value$18.83M
2.97%
Sole
240.56K
Shared
0.00
None
0.00
Franklin Elec. Co., Inc.
SOLEShares175.31K
TypeSH
Market value$16.46M
2.59%
Sole
175.31K
Shared
0.00
None
0.00
Donaldson Co., Inc.
SOLEShares244.97K
TypeSH
Market value$16.43M
2.59%
Sole
244.97K
Shared
0.00
None
0.00
Ferguson Enterprises
SOLEShares101.13K
TypeSH
Market value$16.20M
2.55%
Sole
101.13K
Shared
0.00
None
0.00
Allison Transmission
SOLEShares164.25K
TypeSH
Market value$15.71M
2.47%
Sole
164.25K
Shared
0.00
None
0.00
Watsco, Inc.
SOLEShares25.43K
TypeSH
Market value$12.93M
2.04%
Sole
25.43K
Shared
0.00
None
0.00
Kadant Inc.
SOLEShares32.53K
TypeSH
Market value$10.96M
1.73%
Sole
32.53K
Shared
0.00
None
0.00
Kornit Digital
SOLEShares321.15K
TypeSH
Market value$6.13M
0.96%
Sole
321.15K
Shared
0.00
None
0.00
Agilent Tech, Inc.
SOLEShares49.20K
TypeSH
Market value$5.76M
0.91%
Sole
49.20K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Wheaton Precious MtlsSOLE | COM | 1.01M | SH | $78.48M 12.36% | 1.01M | 0.00 | 0.00 |
Aon plcSOLE | COM | 88.64K | SH | $35.37M 5.57% | 88.64K | 0.00 | 0.00 |
Fiserv Inc.SOLE | COM | 156.47K | SH | $34.55M 5.44% | 156.47K | 0.00 | 0.00 |
Ryan Specialty HldngsSOLE | COM | 461.38K | SH | $34.08M 5.37% | 461.38K | 0.00 | 0.00 |
Visa Inc.SOLE | COM | 97.25K | SH | $34.08M 5.37% | 97.25K | 0.00 | 0.00 |
Service Corp. Int'lSOLE | COM | 368.39K | SH | $29.55M 4.65% | 368.39K | 0.00 | 0.00 |
Amphenol Corp.SOLE | COM | 438.94K | SH | $28.79M 4.53% | 438.94K | 0.00 | 0.00 |
Ecolab Inc.SOLE | COM | 104.86K | SH | $26.58M 4.19% | 104.86K | 0.00 | 0.00 |
Analog DevicesSOLE | COM | 122.76K | SH | $24.76M 3.90% | 122.76K | 0.00 | 0.00 |
Rollins, Inc.SOLE | COM | 456.10K | SH | $24.64M 3.88% | 456.10K | 0.00 | 0.00 |
Ametek Inc.SOLE | COM | 139.43K | SH | $24.00M 3.78% | 139.43K | 0.00 | 0.00 |
Progressive Corp.SOLE | COM | 84.48K | SH | $23.91M 3.76% | 84.48K | 0.00 | 0.00 |
Amer. Water WorksSOLE | COM | 161.01K | SH | $23.75M 3.74% | 161.01K | 0.00 | 0.00 |
Amdocs Ltd.SOLE | COM | 245.41K | SH | $22.46M 3.54% | 245.41K | 0.00 | 0.00 |
Danaher Corp.SOLE | COM | 109.34K | SH | $22.42M 3.53% | 109.34K | 0.00 | 0.00 |
Avantor Inc.SOLE | COM | 1.19M | SH | $19.32M 3.04% | 1.19M | 0.00 | 0.00 |
Charles SchwabSOLE | COM | 240.56K | SH | $18.83M 2.97% | 240.56K | 0.00 | 0.00 |
Franklin Elec. Co., Inc.SOLE | COM | 175.31K | SH | $16.46M 2.59% | 175.31K | 0.00 | 0.00 |
Donaldson Co., Inc.SOLE | COM | 244.97K | SH | $16.43M 2.59% | 244.97K | 0.00 | 0.00 |
Ferguson EnterprisesSOLE | COM | 101.13K | SH | $16.20M 2.55% | 101.13K | 0.00 | 0.00 |
Allison TransmissionSOLE | COM | 164.25K | SH | $15.71M 2.47% | 164.25K | 0.00 | 0.00 |
Watsco, Inc.SOLE | COM | 25.43K | SH | $12.93M 2.04% | 25.43K | 0.00 | 0.00 |
Kadant Inc.SOLE | COM | 32.53K | SH | $10.96M 1.73% | 32.53K | 0.00 | 0.00 |
Kornit DigitalSOLE | COM | 321.15K | SH | $6.13M 0.96% | 321.15K | 0.00 | 0.00 |
Agilent Tech, Inc.SOLE | COM | 49.20K | SH | $5.76M 0.91% | 49.20K | 0.00 | 0.00 |
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