Filed: 7/9/2025ACC: 0000883511-25-000006
📋 What this filing means
DUDLEY & SHANLEY, INC. filed this quarterly 13F‑HR report disclosing 36 equity positions with a total reported market value of $636.82M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
36
Positions
$636.82M
Total AUM (reported)
7.01M
Total Shares
Allocation by class
COM$636.82M100.0%
Portfolio Concentration
Top 3$145.34M22.8%
4–10$205.61M32.3%
11–25$256.02M40.2%
Rest$29.85M4.7%
Top 3 weight
22.8%
Top 10 weight
55.1%
Voting Authority Distribution
Total shares with voting rights: 7.01M
Sole
Full voting authority
7.01M
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
SOLEShares763.48K
TypeSH
Market value$68.56M
10.77%
Sole
763.48K
Shared
0.00
None
0.00
Amphenol Corp.
SOLEShares428K
TypeSH
Market value$42.27M
6.64%
Sole
428K
Shared
0.00
None
0.00
Visa Inc.
SOLEShares97.21K
TypeSH
Market value$34.51M
5.42%
Sole
97.21K
Shared
0.00
None
0.00
Aon plc
SOLEShares88.63K
TypeSH
Market value$31.62M
4.97%
Sole
88.63K
Shared
0.00
None
0.00
Ryan Specialty Hldngs
SOLEShares462.07K
TypeSH
Market value$31.42M
4.93%
Sole
462.07K
Shared
0.00
None
0.00
Service Corp. Int'l
SOLEShares369.03K
TypeSH
Market value$30.04M
4.72%
Sole
369.03K
Shared
0.00
None
0.00
Analog Devices
SOLEShares122.98K
TypeSH
Market value$29.27M
4.60%
Sole
122.98K
Shared
0.00
None
0.00
Fiserv Inc.
SOLEShares169.34K
TypeSH
Market value$29.20M
4.58%
Sole
169.34K
Shared
0.00
None
0.00
Ecolab Inc.
SOLEShares104.98K
TypeSH
Market value$28.29M
4.44%
Sole
104.98K
Shared
0.00
None
0.00
Rollins, Inc.
SOLEShares456.90K
TypeSH
Market value$25.78M
4.05%
Sole
456.90K
Shared
0.00
None
0.00
Ametek Inc.
SOLEShares139.69K
TypeSH
Market value$25.28M
3.97%
Sole
139.69K
Shared
0.00
None
0.00
Amer. Water Works
SOLEShares161.30K
TypeSH
Market value$22.44M
3.52%
Sole
161.30K
Shared
0.00
None
0.00
Amdocs Ltd.
SOLEShares245.90K
TypeSH
Market value$22.44M
3.52%
Sole
245.90K
Shared
0.00
None
0.00
Charles Schwab
SOLEShares240.96K
TypeSH
Market value$21.99M
3.45%
Sole
240.96K
Shared
0.00
None
0.00
Danaher Corp.
SOLEShares109.55K
TypeSH
Market value$21.64M
3.40%
Sole
109.55K
Shared
0.00
None
0.00
Watsco, Inc.
SOLEShares39.83K
TypeSH
Market value$17.59M
2.76%
Sole
39.83K
Shared
0.00
None
0.00
Kadant Inc.
SOLEShares55.17K
TypeSH
Market value$17.52M
2.75%
Sole
55.17K
Shared
0.00
None
0.00
Progressive Corp.
SOLEShares64.25K
TypeSH
Market value$17.15M
2.69%
Sole
64.25K
Shared
0.00
None
0.00
Ferguson Enterprises
SOLEShares75.50K
TypeSH
Market value$16.44M
2.58%
Sole
75.50K
Shared
0.00
None
0.00
Allison Transmission
SOLEShares164.55K
TypeSH
Market value$15.63M
2.45%
Sole
164.55K
Shared
0.00
None
0.00
Franklin Elec. Co., Inc.
SOLEShares173.99K
TypeSH
Market value$15.61M
2.45%
Sole
173.99K
Shared
0.00
None
0.00
Donaldson Co., Inc.
SOLEShares209.19K
TypeSH
Market value$14.51M
2.28%
Sole
209.19K
Shared
0.00
None
0.00
Kornit Digital
SOLEShares637.30K
TypeSH
Market value$12.69M
1.99%
Sole
637.30K
Shared
0.00
None
0.00
NexGen Energy Ltd.
SOLEShares1.24M
TypeSH
Market value$8.58M
1.35%
Sole
1.24M
Shared
0.00
None
0.00
First Trust Cln Edge
SOLEShares46.90K
TypeSH
Market value$6.52M
1.02%
Sole
46.90K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Wheaton Precious MtlsSOLE | COM | 763.48K | SH | $68.56M 10.77% | 763.48K | 0.00 | 0.00 |
Amphenol Corp.SOLE | COM | 428K | SH | $42.27M 6.64% | 428K | 0.00 | 0.00 |
Visa Inc.SOLE | COM | 97.21K | SH | $34.51M 5.42% | 97.21K | 0.00 | 0.00 |
Aon plcSOLE | COM | 88.63K | SH | $31.62M 4.97% | 88.63K | 0.00 | 0.00 |
Ryan Specialty HldngsSOLE | COM | 462.07K | SH | $31.42M 4.93% | 462.07K | 0.00 | 0.00 |
Service Corp. Int'lSOLE | COM | 369.03K | SH | $30.04M 4.72% | 369.03K | 0.00 | 0.00 |
Analog DevicesSOLE | COM | 122.98K | SH | $29.27M 4.60% | 122.98K | 0.00 | 0.00 |
Fiserv Inc.SOLE | COM | 169.34K | SH | $29.20M 4.58% | 169.34K | 0.00 | 0.00 |
Ecolab Inc.SOLE | COM | 104.98K | SH | $28.29M 4.44% | 104.98K | 0.00 | 0.00 |
Rollins, Inc.SOLE | COM | 456.90K | SH | $25.78M 4.05% | 456.90K | 0.00 | 0.00 |
Ametek Inc.SOLE | COM | 139.69K | SH | $25.28M 3.97% | 139.69K | 0.00 | 0.00 |
Amer. Water WorksSOLE | COM | 161.30K | SH | $22.44M 3.52% | 161.30K | 0.00 | 0.00 |
Amdocs Ltd.SOLE | COM | 245.90K | SH | $22.44M 3.52% | 245.90K | 0.00 | 0.00 |
Charles SchwabSOLE | COM | 240.96K | SH | $21.99M 3.45% | 240.96K | 0.00 | 0.00 |
Danaher Corp.SOLE | COM | 109.55K | SH | $21.64M 3.40% | 109.55K | 0.00 | 0.00 |
Watsco, Inc.SOLE | COM | 39.83K | SH | $17.59M 2.76% | 39.83K | 0.00 | 0.00 |
Kadant Inc.SOLE | COM | 55.17K | SH | $17.52M 2.75% | 55.17K | 0.00 | 0.00 |
Progressive Corp.SOLE | COM | 64.25K | SH | $17.15M 2.69% | 64.25K | 0.00 | 0.00 |
Ferguson EnterprisesSOLE | COM | 75.50K | SH | $16.44M 2.58% | 75.50K | 0.00 | 0.00 |
Allison TransmissionSOLE | COM | 164.55K | SH | $15.63M 2.45% | 164.55K | 0.00 | 0.00 |
Franklin Elec. Co., Inc.SOLE | COM | 173.99K | SH | $15.61M 2.45% | 173.99K | 0.00 | 0.00 |
Donaldson Co., Inc.SOLE | COM | 209.19K | SH | $14.51M 2.28% | 209.19K | 0.00 | 0.00 |
Kornit DigitalSOLE | COM | 637.30K | SH | $12.69M 1.99% | 637.30K | 0.00 | 0.00 |
NexGen Energy Ltd.SOLE | COM | 1.24M | SH | $8.58M 1.35% | 1.24M | 0.00 | 0.00 |
First Trust Cln EdgeSOLE | COM | 46.90K | SH | $6.52M 1.02% | 46.90K | 0.00 | 0.00 |
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