Filed: 10/8/2025ACC: 0000883511-25-000008
📋 What this filing means
DUDLEY & SHANLEY, INC. filed this quarterly 13F‑HR report disclosing 32 equity positions with a total reported market value of $621.51M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
32
Positions
$621.51M
Total AUM (reported)
7.18M
Total Shares
Allocation by class
COM$621.51M100.0%
Portfolio Concentration
Top 3$150.16M24.2%
4–10$200.92M32.3%
11–25$254.81M41.0%
Rest$15.61M2.5%
Top 3 weight
24.2%
Top 10 weight
56.5%
Voting Authority Distribution
Total shares with voting rights: 7.18M
Sole
Full voting authority
7.18M
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)
Sole32
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings32
Rows:
Wheaton Precious Mtls
SOLEShares695.66K
TypeSH
Market value$77.80M
12.52%
Sole
695.66K
Shared
0.00
None
0.00
Amphenol Corp.
SOLEShares316.60K
TypeSH
Market value$39.18M
6.30%
Sole
316.60K
Shared
0.00
None
0.00
Visa Inc.
SOLEShares97.18K
TypeSH
Market value$33.18M
5.34%
Sole
97.18K
Shared
0.00
None
0.00
Aon plc
SOLEShares88.73K
TypeSH
Market value$31.64M
5.09%
Sole
88.73K
Shared
0.00
None
0.00
Service Corp. Int'l
SOLEShares369.43K
TypeSH
Market value$30.74M
4.95%
Sole
369.43K
Shared
0.00
None
0.00
Analog Devices
SOLEShares125K
TypeSH
Market value$30.71M
4.94%
Sole
125K
Shared
0.00
None
0.00
Ecolab Inc.
SOLEShares104.98K
TypeSH
Market value$28.75M
4.63%
Sole
104.98K
Shared
0.00
None
0.00
Rollins, Inc.
SOLEShares455.65K
TypeSH
Market value$26.76M
4.31%
Sole
455.65K
Shared
0.00
None
0.00
Ametek Inc.
SOLEShares139.79K
TypeSH
Market value$26.28M
4.23%
Sole
139.79K
Shared
0.00
None
0.00
Ryan Specialty Hldngs
SOLEShares461.92K
TypeSH
Market value$26.03M
4.19%
Sole
461.92K
Shared
0.00
None
0.00
Amer. Water Works
SOLEShares169.16K
TypeSH
Market value$23.55M
3.79%
Sole
169.16K
Shared
0.00
None
0.00
Charles Schwab
SOLEShares240.86K
TypeSH
Market value$23.00M
3.70%
Sole
240.86K
Shared
0.00
None
0.00
Danaher Corp.
SOLEShares114.94K
TypeSH
Market value$22.79M
3.67%
Sole
114.94K
Shared
0.00
None
0.00
Fiserv Inc.
SOLEShares174.92K
TypeSH
Market value$22.55M
3.63%
Sole
174.92K
Shared
0.00
None
0.00
Donaldson Co., Inc.
SOLEShares270.58K
TypeSH
Market value$22.15M
3.56%
Sole
270.58K
Shared
0.00
None
0.00
Amdocs Ltd.
SOLEShares246.54K
TypeSH
Market value$20.23M
3.25%
Sole
246.54K
Shared
0.00
None
0.00
Kornit Digital
SOLEShares1.26M
TypeSH
Market value$17.00M
2.73%
Sole
1.26M
Shared
0.00
None
0.00
Ferguson Enterprises
SOLEShares75.50K
TypeSH
Market value$16.96M
2.73%
Sole
75.50K
Shared
0.00
None
0.00
Kadant Inc.
SOLEShares55.17K
TypeSH
Market value$16.42M
2.64%
Sole
55.17K
Shared
0.00
None
0.00
Watsco, Inc.
SOLEShares39.37K
TypeSH
Market value$15.92M
2.56%
Sole
39.37K
Shared
0.00
None
0.00
Progressive Corp.
SOLEShares64.25K
TypeSH
Market value$15.87M
2.55%
Sole
64.25K
Shared
0.00
None
0.00
Allison Transmission
SOLEShares164.55K
TypeSH
Market value$13.97M
2.25%
Sole
164.55K
Shared
0.00
None
0.00
NexGen Energy Ltd.
SOLEShares1.24M
TypeSH
Market value$11.05M
1.78%
Sole
1.24M
Shared
0.00
None
0.00
Agilent Tech, Inc.
SOLEShares55.20K
TypeSH
Market value$7.08M
1.14%
Sole
55.20K
Shared
0.00
None
0.00
HEICO Corp.
SOLEShares19.50K
TypeSH
Market value$6.29M
1.01%
Sole
19.50K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Wheaton Precious MtlsSOLE | COM | 695.66K | SH | $77.80M 12.52% | 695.66K | 0.00 | 0.00 |
Amphenol Corp.SOLE | COM | 316.60K | SH | $39.18M 6.30% | 316.60K | 0.00 | 0.00 |
Visa Inc.SOLE | COM | 97.18K | SH | $33.18M 5.34% | 97.18K | 0.00 | 0.00 |
Aon plcSOLE | COM | 88.73K | SH | $31.64M 5.09% | 88.73K | 0.00 | 0.00 |
Service Corp. Int'lSOLE | COM | 369.43K | SH | $30.74M 4.95% | 369.43K | 0.00 | 0.00 |
Analog DevicesSOLE | COM | 125K | SH | $30.71M 4.94% | 125K | 0.00 | 0.00 |
Ecolab Inc.SOLE | COM | 104.98K | SH | $28.75M 4.63% | 104.98K | 0.00 | 0.00 |
Rollins, Inc.SOLE | COM | 455.65K | SH | $26.76M 4.31% | 455.65K | 0.00 | 0.00 |
Ametek Inc.SOLE | COM | 139.79K | SH | $26.28M 4.23% | 139.79K | 0.00 | 0.00 |
Ryan Specialty HldngsSOLE | COM | 461.92K | SH | $26.03M 4.19% | 461.92K | 0.00 | 0.00 |
Amer. Water WorksSOLE | COM | 169.16K | SH | $23.55M 3.79% | 169.16K | 0.00 | 0.00 |
Charles SchwabSOLE | COM | 240.86K | SH | $23.00M 3.70% | 240.86K | 0.00 | 0.00 |
Danaher Corp.SOLE | COM | 114.94K | SH | $22.79M 3.67% | 114.94K | 0.00 | 0.00 |
Fiserv Inc.SOLE | COM | 174.92K | SH | $22.55M 3.63% | 174.92K | 0.00 | 0.00 |
Donaldson Co., Inc.SOLE | COM | 270.58K | SH | $22.15M 3.56% | 270.58K | 0.00 | 0.00 |
Amdocs Ltd.SOLE | COM | 246.54K | SH | $20.23M 3.25% | 246.54K | 0.00 | 0.00 |
Kornit DigitalSOLE | COM | 1.26M | SH | $17.00M 2.73% | 1.26M | 0.00 | 0.00 |
Ferguson EnterprisesSOLE | COM | 75.50K | SH | $16.96M 2.73% | 75.50K | 0.00 | 0.00 |
Kadant Inc.SOLE | COM | 55.17K | SH | $16.42M 2.64% | 55.17K | 0.00 | 0.00 |
Watsco, Inc.SOLE | COM | 39.37K | SH | $15.92M 2.56% | 39.37K | 0.00 | 0.00 |
Progressive Corp.SOLE | COM | 64.25K | SH | $15.87M 2.55% | 64.25K | 0.00 | 0.00 |
Allison TransmissionSOLE | COM | 164.55K | SH | $13.97M 2.25% | 164.55K | 0.00 | 0.00 |
NexGen Energy Ltd.SOLE | COM | 1.24M | SH | $11.05M 1.78% | 1.24M | 0.00 | 0.00 |
Agilent Tech, Inc.SOLE | COM | 55.20K | SH | $7.08M 1.14% | 55.20K | 0.00 | 0.00 |
HEICO Corp.SOLE | COM | 19.50K | SH | $6.29M 1.01% | 19.50K | 0.00 | 0.00 |
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