Filed: 1/9/2026ACC: 0000883511-26-000001
📋 What this filing means
DUDLEY & SHANLEY, INC. filed this quarterly 13F‑HR report disclosing 33 equity positions with a total reported market value of $622.21M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
33
Positions
$622.21M
Total AUM (reported)
6.70M
Total Shares
Allocation by class
COM$622.21M100.0%
Portfolio Concentration
Top 3$150.90M24.3%
4–10$203.83M32.8%
11–25$247.37M39.8%
Rest$20.11M3.2%
Top 3 weight
24.3%
Top 10 weight
57.0%
Voting Authority Distribution
Total shares with voting rights: 6.70M
Sole
Full voting authority
6.70M
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)
Sole33
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings33
Rows:
Wheaton Precious Mtls
SOLEShares668.61K
TypeSH
Market value$78.57M
12.63%
Sole
668.61K
Shared
0.00
None
0.00
Amphenol Corp.
SOLEShares282.91K
TypeSH
Market value$38.23M
6.14%
Sole
282.91K
Shared
0.00
None
0.00
Visa Inc.
SOLEShares97.22K
TypeSH
Market value$34.09M
5.48%
Sole
97.22K
Shared
0.00
None
0.00
Analog Devices
SOLEShares125.02K
TypeSH
Market value$33.91M
5.45%
Sole
125.02K
Shared
0.00
None
0.00
Aon plc
SOLEShares88.78K
TypeSH
Market value$31.33M
5.04%
Sole
88.78K
Shared
0.00
None
0.00
Ametek Inc.
SOLEShares139.80K
TypeSH
Market value$28.70M
4.61%
Sole
139.80K
Shared
0.00
None
0.00
Service Corp. Int'l
SOLEShares367.63K
TypeSH
Market value$28.66M
4.61%
Sole
367.63K
Shared
0.00
None
0.00
Ecolab Inc.
SOLEShares105.06K
TypeSH
Market value$27.58M
4.43%
Sole
105.06K
Shared
0.00
None
0.00
Rollins, Inc.
SOLEShares455.73K
TypeSH
Market value$27.35M
4.40%
Sole
455.73K
Shared
0.00
None
0.00
Danaher Corp.
SOLEShares114.88K
TypeSH
Market value$26.30M
4.23%
Sole
114.88K
Shared
0.00
None
0.00
Ryan Specialty Hldngs
SOLEShares477.67K
TypeSH
Market value$24.66M
3.96%
Sole
477.67K
Shared
0.00
None
0.00
Charles Schwab
SOLEShares240.93K
TypeSH
Market value$24.07M
3.87%
Sole
240.93K
Shared
0.00
None
0.00
Donaldson Co., Inc.
SOLEShares270.40K
TypeSH
Market value$23.97M
3.85%
Sole
270.40K
Shared
0.00
None
0.00
Ferguson Enterprises
SOLEShares104.17K
TypeSH
Market value$23.19M
3.73%
Sole
104.17K
Shared
0.00
None
0.00
Amer. Water Works
SOLEShares169.04K
TypeSH
Market value$22.06M
3.55%
Sole
169.04K
Shared
0.00
None
0.00
Watsco, Inc.
SOLEShares55.69K
TypeSH
Market value$18.77M
3.02%
Sole
55.69K
Shared
0.00
None
0.00
Allison Transmission
SOLEShares164.60K
TypeSH
Market value$16.11M
2.59%
Sole
164.60K
Shared
0.00
None
0.00
Kadant Inc.
SOLEShares55.12K
TypeSH
Market value$15.71M
2.52%
Sole
55.12K
Shared
0.00
None
0.00
Progressive Corp.
SOLEShares66.28K
TypeSH
Market value$15.09M
2.43%
Sole
66.28K
Shared
0.00
None
0.00
Badger Meter Inc
SOLEShares82.69K
TypeSH
Market value$14.42M
2.32%
Sole
82.69K
Shared
0.00
None
0.00
Kornit Digital
SOLEShares901.96K
TypeSH
Market value$12.97M
2.08%
Sole
901.96K
Shared
0.00
None
0.00
NexGen Energy Ltd.
SOLEShares1.24M
TypeSH
Market value$11.38M
1.83%
Sole
1.24M
Shared
0.00
None
0.00
Fiserv Inc.
SOLEShares143.92K
TypeSH
Market value$9.67M
1.55%
Sole
143.92K
Shared
0.00
None
0.00
Roper Technologies
SOLEShares17.45K
TypeSH
Market value$7.77M
1.25%
Sole
17.45K
Shared
0.00
None
0.00
Agilent Tech, Inc.
SOLEShares55.20K
TypeSH
Market value$7.51M
1.21%
Sole
55.20K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Wheaton Precious MtlsSOLE | COM | 668.61K | SH | $78.57M 12.63% | 668.61K | 0.00 | 0.00 |
Amphenol Corp.SOLE | COM | 282.91K | SH | $38.23M 6.14% | 282.91K | 0.00 | 0.00 |
Visa Inc.SOLE | COM | 97.22K | SH | $34.09M 5.48% | 97.22K | 0.00 | 0.00 |
Analog DevicesSOLE | COM | 125.02K | SH | $33.91M 5.45% | 125.02K | 0.00 | 0.00 |
Aon plcSOLE | COM | 88.78K | SH | $31.33M 5.04% | 88.78K | 0.00 | 0.00 |
Ametek Inc.SOLE | COM | 139.80K | SH | $28.70M 4.61% | 139.80K | 0.00 | 0.00 |
Service Corp. Int'lSOLE | COM | 367.63K | SH | $28.66M 4.61% | 367.63K | 0.00 | 0.00 |
Ecolab Inc.SOLE | COM | 105.06K | SH | $27.58M 4.43% | 105.06K | 0.00 | 0.00 |
Rollins, Inc.SOLE | COM | 455.73K | SH | $27.35M 4.40% | 455.73K | 0.00 | 0.00 |
Danaher Corp.SOLE | COM | 114.88K | SH | $26.30M 4.23% | 114.88K | 0.00 | 0.00 |
Ryan Specialty HldngsSOLE | COM | 477.67K | SH | $24.66M 3.96% | 477.67K | 0.00 | 0.00 |
Charles SchwabSOLE | COM | 240.93K | SH | $24.07M 3.87% | 240.93K | 0.00 | 0.00 |
Donaldson Co., Inc.SOLE | COM | 270.40K | SH | $23.97M 3.85% | 270.40K | 0.00 | 0.00 |
Ferguson EnterprisesSOLE | COM | 104.17K | SH | $23.19M 3.73% | 104.17K | 0.00 | 0.00 |
Amer. Water WorksSOLE | COM | 169.04K | SH | $22.06M 3.55% | 169.04K | 0.00 | 0.00 |
Watsco, Inc.SOLE | COM | 55.69K | SH | $18.77M 3.02% | 55.69K | 0.00 | 0.00 |
Allison TransmissionSOLE | COM | 164.60K | SH | $16.11M 2.59% | 164.60K | 0.00 | 0.00 |
Kadant Inc.SOLE | COM | 55.12K | SH | $15.71M 2.52% | 55.12K | 0.00 | 0.00 |
Progressive Corp.SOLE | COM | 66.28K | SH | $15.09M 2.43% | 66.28K | 0.00 | 0.00 |
Badger Meter IncSOLE | COM | 82.69K | SH | $14.42M 2.32% | 82.69K | 0.00 | 0.00 |
Kornit DigitalSOLE | COM | 901.96K | SH | $12.97M 2.08% | 901.96K | 0.00 | 0.00 |
NexGen Energy Ltd.SOLE | COM | 1.24M | SH | $11.38M 1.83% | 1.24M | 0.00 | 0.00 |
Fiserv Inc.SOLE | COM | 143.92K | SH | $9.67M 1.55% | 143.92K | 0.00 | 0.00 |
Roper TechnologiesSOLE | COM | 17.45K | SH | $7.77M 1.25% | 17.45K | 0.00 | 0.00 |
Agilent Tech, Inc.SOLE | COM | 55.20K | SH | $7.51M 1.21% | 55.20K | 0.00 | 0.00 |
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